The Goal Planner Excel Template is a fantastic tool to list your goals, organize them by tasks and track progress along as you bring them to life. This tool will help you stay on course with the tasks for your goals, and track how close you are getting to making them true.
The Goal Planner Excel Template is a fantastic tool to list your goals, organize them by tasks and track progress along as you bring them to life. This tool will help you stay on course with the tasks for your goals, and track how close you are getting to making them true.
Struggling to stay on track with your ambitions? Our Goal Setting Excel Template turns your objectives into a clear, actionable plan, helping you move from intention to achievement with structure and focus.
Break down big goals into manageable milestones and tasks using a proven framework that keeps you organized. Easily prioritize actions, set deadlines, and assign responsibility all in one place.
Created by Excel productivity experts, this template reflects years of experience helping students, professionals, and entrepreneurs reach their targets efficiently. It’s intuitive, flexible, and designed to fit any goal—personal or professional.
Trusted by thousands worldwide, the Goal Planner Excel Template comes with step-by-step guidance and built-in customization options, so you can plan with confidence and track progress at every stage.
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1 review
1 review
This goal planner has helped me stay on track with planning out my goals and making them more manageable. It helps you break goals into step-by-step plans, tasks and milestones. You can also set prioritization and due dates. I feel like finding this template (which I never would have made this nice myself!) has been a big step forward in working toward my goals and keeping myself accountable.
Review for: Goal Planner Excel Template
This template helps you define your goals, break them down into manageable Milestones and Tasks, and track your progress over time in a structured way.
Click the 'New Goal' button in the top-right corner of the 'Goal Planner' sheet. In the pop-up window, enter a name for your goal and click confirm. The new goal will appear, ready for you to add details.
First, select the goal you wish to remove using the dropdown menu. Then, click the red delete icon (trash bin) and confirm your choice. Note: This action is permanent and will also delete all associated milestones and tasks.
The template uses a three-level hierarchy to structure your planning: • Goals: The high-level objectives you want to achieve. • Milestones: The major stages required to complete a Goal. • Tasks: The specific, actionable steps needed to complete a Milestone.
You can manage milestones and tasks using the control buttons within each goal: • Add: Click 'New Milestone' or 'New Task'. • Reorder: Select an item and use the move up/down buttons. • Delete: Select an item and click the delete button.
Yes. The table includes five optional columns: 'Level', 'Due Date', 'Priority', 'Responsible', and 'Notes'. You can show or hide any of these columns by enabling or disabling them on the 'Settings' sheet.
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