Personal Work-Life Balance Goal Setting Worksheet

The Habit Tracking Worksheet is a valuable tool that helps you build good routines. It’s like a scorecard for your daily habits, The Personal Work-Life Balance Goal Setting Worksheet helps you plan a better balance between work and personal life. It’s like making a map for a happier, more balanced you.

You start by writing down your work-life balance goals. These could be “spend more time with family” or “exercise regularly.”

You check how you’re doing with these goals each week. You think about what’s working well and what’s still hard.

At the end of each month, you look at your overall progress. You celebrate the goals you’ve reached and think about new ones to set.

The worksheet also asks you to consider what’s affecting your balance, which can help you find solutions to these problems.

This tool helps you turn your wish for better work-life balance into tangible actions. It keeps you focused on what’s important to you.

This worksheet can help you ensure your 20-hour work week fits well with the rest of your life. It’s about making time for what matters most to you.

Download the Personal Work-Life Balance Goal Setting Worksheet: 

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Goal Setting Overview

Date Work-Life Balance Goal Target Date Progress Notes/Comments
[YYYY-MM-DD] [Goal Name] [YYYY-MM-DD]

Instructions:

  1. Write down your work-life balance goal in the “Work-Life Balance Goal” column.
  2. Set a “Target Date” for when you want to achieve this goal.
  3. Use the “Progress Notes/Comments” column to track your progress, note any challenges, or reflect on your experience as you work towards this goal.

Weekly Goal Review

  1. Total goals achieved: ____
  2. Most impactful goal: ______________
  3. Goal needing more focus: ______________
  4. Challenges faced:
    • a. ______________
    • b. ______________
    • c. ______________
  5. Adjustments for next week:
    • a. ______________
    • b. ______________
    • c. ______________

Monthly Goal Reflection

  1. Total goals achieved this month: ____
  2. Goal with the most positive impact: ______________
  3. Most challenging goal: ______________
  4. Overall progress (1-10): ____
  5. New goals to set for next month:
    • a. ______________
    • b. ______________
    • c. ______________

Final Thoughts:

Reflect on your progress toward achieving work-life balance. Consider what strategies have worked well and where you can make improvements. Adjust your goals and approaches to better align with your overall work-life balance and personal well-being.