Goal Tracker · Free · No account
Set goals, plan the next action and review progress.
The workbook includes a Goals sheet, a Milestones and Actions sheet, a Monthly Review sheet and a Summary. Each goal records how you will know it is done, a date and the very next action. The monthly review notes what moved and what stalled.
- Excel 2016 and later
- Calculations checked in LibreOffice and Google Sheets
- Name your areasWrite up to 15 areas of life, one per line, such as Health or Money. They become the Area dropdown on the Goals sheet.
- Choose the columnsSwitch on Why it matters, a starting, target and current figure with progress worked out, a person to share with, and the Monthly Review sheet.
- Download and write goalsState how you will know each goal is complete and enter its next action. Add milestones and actions on Milestones and Actions, linked by the goal’s ID.
Build your workbook
Preview: Personal goals. Change the selected dates, categories or layout to update the preview.
JavaScript is required to use the builder. The workbook is made in your browser.
What you get
Goal and next action
What success looks like, the date you are aiming for, and something small to do this week.
Milestones for each goal
Steps linked to each goal, marked ● when late, with milestones done shown on the goal.
A monthly review
What moved, what stalled and what changes next: decide what to continue, change or stop.
Goals due for review
A goal with no update for 45 days (you choose the number), or past its date, is flagged.
The Personal goals example
Seven areas: Health, Learning, Money, Home, Relationships, Creative and Other. The Goals sheet has Why it matters, Done when, a date and figures with progress worked out. A Monthly Review sheet and a Summary by area are included.
Sheets included (7)
- Start HereHow the workbook works, what each sheet is for and the settings used.
- GoalsEach goal once, with its measure, date and next action.
- Milestones and ActionsThe steps for each goal, linked to it.
- Monthly ReviewWhat moved, what stalled and what changes next, once a month.
- SummaryGoals being worked on, steps due and progress by area.
- ListsEdit the white lists to change dropdown choices. Shaded lists are fixed because formulas use those names.
- SettingsValues used by the workbook, such as reminder windows. Change them here.
File details
- Made for
- Excel 2016 and laterThe download is an .xlsx workbook.
- LibreOffice
- No calculation errors in our testLibreOffice recalculated every formula in the workbook with no error values, such as #VALUE! or #N/A.
- Google Sheets
- Calculations matched Excel in our testGoogle Sheets removes sheet protection and repeated print headings.
- Apple Numbers
- Most calculations match ExcelSome calculations on the Goals sheet and the Summary sheet do not work in Apple Numbers. Numbers converts list-based dropdowns to plain cells and removes colour markers, sheet protection, frozen headings and number and date validation. Use Excel for all calculations and features.
- Calculations
- The Start Here sheet lists the calculations used in this workbook. Results update from the entries you add.
- Builder privacy
- The builder runs in your browser. The entries used to make the workbook stay on your device. How the utilities work
Examples
Personal goal tracker
Goals across several areas, with a monthly progress review.
Yearly goal tracker
People setting goals for a calendar or working year who want to see, on the Summary, how each area is doing.
Professional development plan
Employees, freelancers and managers who need a plan for appraisals, mentoring or a qualification, with the evidence of progress.
Family goal tracker
Couples and households who want shared goals written down, with a name beside each goal showing who is helping.
Questions
Are my builder entries sent to Due Form?
No. The builder uses them in your browser to make the workbook on your device.
Information is sent to Due Form when you submit a form or use another service described on the How it works page.
Can I print it?
Yes. Goals and the other lists repeat their header row on every printed page, and the Summary prints portrait. The Goals sheet and the Monthly Review are the most useful to print for a meeting.
How is progress worked out?
Type a starting figure, a target figure and where you are now. Progress is the share of the distance covered. Goals without numbers can use milestones done instead.
What does the Check column flag?
A goal is flagged after 45 days without a completed step or review. Before the first update, the count starts from Set on. Change the window on Settings.
Can a goal be dropped without deleting it?
Yes. Set its status to Achieved, Changed or Dropped and it leaves the count of goals being worked on but stays on the sheet as a record.
Related Due Form edition
The Week Book
An undated thirteen-week planner for commitments, available time, chosen work and what changed.
For turning goals into a plan for each week
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Tell us what you would like to add, change or fix in the Goal Tracker builder.