Goal Planning Worksheet

GinaMarie Guarino, LMHC GinaMarie Guarino, LMHC

Worksheet updated on December 27th, 2023

Goal Planning Worksheet

Planning the best methods for achieving goals is an important skill that can be used in therapy and other parts of a client’s life. Without proper planning, working toward a goal can quickly become overwhelming. This is especially the case for people in therapy- whether planning for their therapy or life goals.

A common hurdle to achieving a goal is overcoming the thoughts that come with the prospect. Thinking about everything that has to be accomplished to achieve a goal can cause avoidance. This is because instead of focusing on small, attainable steps, the client thinks about everything at once. Breaking down a goal into a series of smaller tasks to accomplish can help prevent the cycle of avoidance and boost a client’s motivation to achieve a goal.

About This Worksheet

Goal setting can be overwhelming, which can cause a client to shut down if they do not properly plan. That is why when it comes to goal setting, it is important to know what is needed to accomplish the goal.

The Goal Planning worksheet is an excellent tool for therapists to use when working with a client who struggles with finding direction or motivation to accomplish goals. This worksheet breaks down a goal into a step-by-step process. It provides the client with a space to create a step-by-step plan to accomplish their goal.

With the Goal Planning worksheet, the client can set their overall goal and map out the steps needed for success. It is great for adolescents and adults and can be used in individual and group counseling sessions.


Use the Goal Planning worksheet to help a client plan on how they will achieve their goal. The worksheet breaks down goal planning into steps with deadlines, which helps the client understand that patience and realistic expectations are an important part of the process.

The client should complete this worksheet with guidance from their therapist. It will referenced often while the client is working on achieving their goal, so ensure that both the therapist and the client have a copy of the completed worksheet. Use the worksheet as a guide for goal planning and modify the plan as needed throughout therapy.

Download Goal Planning Worksheet

Link To This Worksheet

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