Goal Tracker · Free · No account
A professional development plan with milestones and a check-in.
The professional setup has five areas: Skills, Qualifications, Experience, Network and Leadership. It adds a Shared with column for the person you check in with, such as a manager or mentor. Milestones record each step, and the monthly review prepares the conversation.
- 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.
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Preview: Professional development plan. Change the selected dates, categories or layout to update the preview.
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What you get
What is different in this setup
Employees, freelancers and managers who need a plan for appraisals, mentoring or a qualification, with the evidence of progress.
- Five career areas: Skills, Qualifications, Experience, Network and Leadership.
- A ‘Shared with’ column names the person who checks in.
- Milestones and actions list what each goal needs.
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
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 use it for an appraisal?
Yes. Print the Goals sheet and the Monthly Review before the meeting. Together they show the goal, the progress and what has changed since last time.
Can I track a course with a target figure?
Yes. Use the starting, target and now-at figures, for example modules passed or hours logged, and the Progress column works out the share completed.
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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