How much money I will be making:

Revenue Expenses Savings Charity Notes

Year 1

Year 2

Year 3

Year 4

Year 5

Who I am working with:

Location and environment:

What is exciting about your work:

Describe your personal life:

Financial planning and retirement (where you will be in relation to your retirement goals):

Fun stuff I am doing:

What it feels like to be here:

Major mileposts over the next fi ve years:

Year 1:

Year 2:

Year 3:

Year 4:

Year 5:

Goals to be accomplished in the next 90 days:

Business/Career

1.

VISION

Give it a cool title!:

What I will be doing:

MISSION

What course or mission I took in order to get here:

VALUES

Here’s who I want to be while on this journey:

1.

2.

3.

4.

5.

GOALS

VISION, MISSION, VALUES, AND GOALS WORKSHEET

© www.hrsherpas.com

As Steven Covey reminded us in The Seven Habits of Highly Effective People, begin with the end in mind. Use this worksheet to project yourself into the future. Then set you milestones with that end in mind.

What is exciting about your work:

Describe your personal life:

Financial planning and retirement (where you will be in relation to your retirement goals):

Fun stuff I am doing:

What it feels like to be here:

Major mileposts over the next fi ve years:

Year 1:

Year 2:

Year 3:

Year 4:

Year 5:

Goals to be accomplished in the next 90 days:

Business/Career

1.

2.

3.

4.

5.

Personal/Family

1.

2.

3.

4.

5.

Why I want to do this:

Location and environment:

© www.hrsherpas.com