Yearly Goals Workbook
Look back at the year, pick up to five goals, break each one into milestones and first steps, and check in on them quarter by quarter and month by month.
Example data
Names and numbers in this preview are made up. Blank shows the same page with the example taken out.
What you get
- habits-goals-workbook.zip
- A README, the font licence and four PDFs: fillable A4 and US Letter, and print versions of both.
- goals-workbook-fillable-A4.pdf and -Letter.pdf
- Type into the pages: 349 text fields and 237 tick boxes. Save it as you go.
- goals-workbook-print-A4.pdf and -Letter.pdf
- The same 30 pages with ruled lines and empty boxes, no fields, for pen or a tablet app.
- Looking back, before you plan, life areas
- What the year held, then a wheel of 8 life areas: score each from 1 to 10 and note one small change.
- Goals at a glance, then 5 goal pages
- Each goal page: the goal, why it matters, what done looks like, 4 milestones with a by-when and a tick, 5 first steps, obstacles and who can help.
- 4 quarterly reviews
- Status per goal (On track, Slipping, Paused), what worked and what did not, what to change, keep or drop, and the next quarter's focus.
- 12 monthly check-ins
- Per goal line a moved-forward tick, habits held and slipped, energy from 1 to 5, something good, one change, and notes.
- Habits that carry your goals, notes, a last word
- 12 rows for habit, goal number, how often and a started tick, then notes pages and a closing page.
Works with
| App or paper | Status | Notes |
|---|---|---|
| Google Sheets (web) | Not for this file | PDF only. |
| Google Sheets app (phone, tablet) | Not for this file | PDF only. |
| Excel for Windows | Not for this file | PDF only. |
| Excel for Mac | Not for this file | PDF only. |
| GoodNotes | Works, with limits | These apps flatten or ignore form fields. Use the print version (no fields) and write with the pen. |
| Notability | Works, with limits | Same as GoodNotes: use the print version and write with the pen. |
| Other PDF apps | Built for | The fillable version uses standard PDF form fields, which Adobe Acrobat Reader fills in. Other readers and browsers vary, especially when saving. Field text uses the viewer's built-in Helvetica. |
| Print, A4 | Built for | Use either A4 PDF, print at 100% or actual size, and write by hand. 14 mm margins. |
| Print, US Letter | Built for | Use either Letter PDF, print at 100% or actual size. |
| Notion (free plan) | Not for this file | PDF only. |
Built for: we made the file for this app or paper size, using its standard features.
Works, with limits: it opens and you can use it, but something in the note behaves differently.
Not for this file: pick another product if this is how you want to use it.
We build to these apps' standard features. Tell us if something doesn't behave.
App names are trademarks of their owners. Dream Assets Studio isn't affiliated with any of them.
How to start
Unzip the download and open the fillable PDF for your paper size in Adobe Acrobat Reader. Prefer pen or a tablet app? Use the print version.
Start on the cover with the year and your name, then work through looking back and the life areas wheel before choosing goals.
Click into a box and type, and save the file as you go under a name with the year in it. Or print and write.
Put a reminder in your own calendar for each monthly check-in. The workbook cannot remind you.
Filled in, and blank
Left, the page with made-up example data. Right, the same page with the example taken out.
Questions it answers
- What did I actually want from this year, written down?
- What is the first small step for each goal?
- Where am I in March compared with what I planned in January?
- Which goals did I quietly drop, and was that the right call?
Licence, Delivery, Updates and support
- Licence
- Personal use: for you and your household, on your own devices, printed as often as you like for yourselves. No reselling, sharing or using it for work. The licence in full
- Delivery
After payment your download link appears on screen and arrives by email. It works for 7 days and 5 uses (a download, or opening a Sheets or Notion link). If it runs out, ask for a new one on the lost link page.
- Withdrawal
- If a file doesn't open or doesn't match its description, we'll fix it or refund you. Because the files arrive straight away, you'll be asked at checkout to agree that withdrawal ends once you start a download or open a link. How withdrawal works
- Updates and support
- If we fix something in a file, you get the fixed version free, for as long as we sell the template. Questions go to support@dreamassetsstudio.com or +33 6 31 35 65 29.
Probably not for you if
- You want a daily planner. This is a quarterly and monthly workbook. For days and weeks, see the planners.
- You only use GoodNotes or Notability and want typed fields. Those apps ignore the fields, so you would be writing over the print version.
- You want a file that reminds you. It is a PDF; the reminders are yours.
Goes well with
Bundle Habits & Goals Bundle
Bundle: €22 (items bought separately: €28)
See the bundle
Need your own version? Personalised templates from €79
Questions about this one
Is it dated?
No. Write the year on the cover and start in any month.
Will my typing be saved?
In Adobe Acrobat Reader, yes, when you save the file. Other apps and browsers vary, so use Acrobat Reader for the fillable version. Long answers scroll inside their box.
Which version do I print?
Either. The print version has ruled lines and empty boxes instead of fields; it is the better one for pen and for tablet apps.
Can I print it after I have filled it in?
Yes. What you typed prints with the page.
Yearly Goals Workbook, €12. One payment, personal licence.
Buy for €12