13 Free Goal Setting Templates to Plan, Track & Achieve Your Goals

The problem isn’t ambition—it’s execution. Goals often sound great in meetings or on paper but fall apart without structure, clarity, or a plan to back them up.

That’s where a goal-setting template flips the script. 

These aren’t just checklists to make you feel productive. They’re strategic frameworks that help you define, plan, and execute your priorities—whether leading a team, managing your workload, or juggling a mix of personal and professional goals.

The best part? We’ve curated some powerful (and free!) goal-setting templates to help you stay focused, build momentum, and crush your objectives—without the chaos.

Let’s find your perfect match!

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What Are Goal Setting Templates?

A goal-setting template is a ready-to-use framework that helps you set clear goals, outline action steps, and track progress without starting from scratch. It’s built to simplify how you turn ideas into measurable objectives, whether you’re working solo or leading a team.

Instead of staring at a blank page, these goal-setting tools guide you with built-in prompts for timelines, milestones, priorities, and success metrics. The result? A repeatable system that brings structure, emphasis, and accountability to your personal and professional goals.

Here’s what makes goal-setting templates so effective:

• Clarify your daily, weekly, or monthly goals with structured fields for purpose, scope, and deadlines
• Review the goal status with visual tools like checklists, charts, and timelines
• Align your stakeholders by making goals collaborative and transparent
• Stay motivated by breaking long-term plans into manageable wins
• Save time with easy-to-use, customizable layouts

Suppose you’re a sales manager aiming to boost repeat customers by 20% this quarter. A goal-setting template helps you set the baseline, define what ‘repeat’ means, assign initiatives like loyalty campaigns, and measure progress. It keeps your goal visible, realistic, and moving forward.

It’s clear—goals help you dream bigger, and goal-setting templates make that process faster, easier, and more effective. But what separates a good goal from the rest? Let’s break it down.

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Top Game-Changing Goal-Setting Templates

In the goal-setting process, clarity is everything. Whether you’re chasing personal goals or company-wide outcomes, every milestone matters. That’s where ClickUp—the everything app for work—steps in to bring structure, visibility, and momentum to your plans.

It goes beyond just listing tasks—it helps you organize, prioritize, and track progress in a way that keeps you motivated and accountable.

As Juan Casian, CEO at Atrato, puts it:

Ready to experience the same impact? ClickUp’s free goal-setting templates offer a perfect launchpad. 

Let’s explore the top picks:

1. ClickUp SMART Goals Template

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Let’s be honest—setting goals is the easy part. Sticking to them? That’s where it gets tricky. The ClickUp SMART Goals Template helps you bridge that gap.

Instead of vague ideas, this template walks you through setting Specific, Measurable, Achievable, Relevant, and Time-bound goals. Define your outcomes, set success metrics, and link every objective to tasks that keep you (or your team) moving forward.

Whether launching a product, starting a project, or managing OKRs, this template keeps your goals front and center. And because it’s built inside ClickUp, everything stays connected—from tasks and timelines to real-time results.

Here’s why you’ll like this template:

• Translate big goals into focused actions using goal-specific prompts
• Track progress with measurement tools, visual indicators, and custom statuses
• Adjust timelines or targets as priorities evolve, without losing context
• Centralize goal execution within your workspace for daily visibility

📮 ClickUp Insight: 63% of our survey respondents rank their personal goals by urgency and importance—but only 25% organize them by timeframe.

Meaning? You know what matters, but not necessarily when. ⏳
ClickUp Goals, enhanced by ClickUp Brain‘s AI assistance, brings clarity here. It helps you break down large goals into time-bound, actionable steps. ClickUp Brain provides intelligent suggestions for timelines and keeps you on track with real-time progress updates and automatic status changes as you complete tasks.
💫 Real Results: Users report a 2x boost in productivity after switching to ClickUp

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2. ClickUp Smart Goals Docs Template

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You’ve created a list of goals you want to pursue. But are they specific enough? Realistic? Aligned with what truly matters? The ClickUp Smart Goals Docs Template helps you answer those questions (and more) before jumping into execution.

Built like a goal-setting worksheet inside a ClickUp Doc, it guides you through assessing your goals using prompts, checklists, and real-world examples. It’s ideal for early-stage planning, team brainstorming, or refining your goals before they become projects.

What makes it even better? It doubles as a living reference doc for strategy, alignment, and feedback—perfect for kickoffs, meetings, and ongoing check-ins.

 Here’s why you’ll like this template:

• Explore your goals through editable SMART sections and thoughtful prompts
• Learn what makes a great goal using side-by-side examples
• Brainstorm as a team with real-time comments, task embeds, and discussion threads
• Keep everything aligned—from initial ideas to final documentation—in one place

3. ClickUp SMART Goal Action Plan Template

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Setting goals is a great first step, but even the most specific objective fails without a solid action plan. The ClickUp SMART Goal Action Plan Template is here to change that, helping you move beyond planning into execution.

Organize your goal into manageable tasks, assign responsibilities, and stay on top of time frames using visual tools like checklists and progress columns. Plus, it’s flexible enough to support personal goals or group initiatives, while aligning with the SMART framework.

Here’s why you’ll like this template:

• Define each step with custom fields that review deadlines, effort, and outcomes
• Assign owners and roles to make accountability part of the workflow
• Use dependencies and Timeline Views to stay ahead of bottlenecks
• Customize it to fit everything from solo passion projects to cross-functional employee  goals

4. ClickUp Daily Goal Template

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When you think about your goals, it’s easy to picture the big wins—starting a business, buying your dream home, switching careers, or hitting a personal milestone. While these long-term dreams are strong motivators, they don’t happen overnight.

So what gets you there? The small, consistent actions you take every day. The ClickUp Daily Goal Template helps you zoom in, set clear priorities, and see how far you’ve come—one task, habit, or decision at a time.

Whether working on personal goals, project deliverables, or team targets, this template keeps you grounded and intentional. Start the morning with your top priorities, track your energy and focus, and close the day with a quick reflection on wins and learnings.

 Here’s why you’ll like this template:

• Customize your layout with flexible fields for goals, check-ins, and notes
• Build consistency with a habit tracker that strengthens daily priorities
• Reflect on what’s working with an end-of-day review to celebrate wins
• Sync seamlessly with your calendar to stay on top of goals and commitments

5. ClickUp SMART Action Plan Template

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Ever watched team initiatives stall after kickoff—due to unclear ownership, scattered priorities, or shifting deadlines? The ClickUp SMART Action Plan Template offers a perfect solution, helping you go beyond idea mode into accountable execution.

Ideal for hybrid or remote teams, this goals worksheet keeps everyone on the same page—without the endless back-and-forth. It stands out for its clear, sequential planning—helping you link every task to a timeline, owner, and desired outcome.

Need visibility across departments or timelines? Customize fields to fit your workflow and switch between List, Gantt, Workload, or Calendar views for a real-time view of what’s in motion—and what’s up next.

Here’s why you’ll like this template:

• Align professional goals with department-wide or company-wide objectives
• Balance workloads across teams with built-in effort planning and Timeline Views
• Identify and allocate the resources needed for each action step
• Link SOPs, briefs, or documents directly to tasks to reduce friction

6. ClickUp Goals Signals Measures Template

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When you’re managing too many goals at once, it’s easy to fall into the trap of tracking everything—or worse, nothing meaningful. The ClickUp Goals Signals Measures Template helps you focus on what matters most.

Built on the GSM (Goals–Signals–Measures) framework, this template breaks each objective into three actionable layers:

• Goals: What are you trying to achieve? (Example: Improve customer satisfaction this quarter)
• Signals: What early indicators will show you’re on the right path? (Example: Higher response rates to CSAT surveys)
• Measures: What specific data will prove success? (Example: 10% increase in Net Promoter Score (NPS))

Whether managing internal ops or tracking client-facing metrics, this framework adapts to every professional goal, keeping your team accountable at every step.

 Here’s why you’ll like this template:

• Link high-level goals to measurable success criteria using the GSM model
• Build dashboards that surface both leading signals and outcome-based metrics
• Assign owners, deadlines, and status updates to improve follow-through
• Filter out the noise and measure the KPIs that matter—no more vanity metrics

7. ClickUp Individuals Goal Setting Template

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Not every goal has to be part of a team OKR or quarterly plan. Some goals are personal, quiet, and critical—like building a consistent morning routine, reading 12 books a year, saving for a dream trip, or finally finishing that online course you’ve been putting off.

The ClickUp Individuals Goal Setting Template helps you give those personal wins the attention they deserve. Organize what you’re working toward, why it matters, and reflect on your growth—all in your dedicated space.

Here’s why you’ll like this template:

• Organize goals by priority areas—health, learning, finances, habits, and more
• Set timelines, milestones, and effort levels to stay grounded and goal-oriented
• Use built-in prompts to reflect on wins, challenges, and what’s next
• Add widgets, journal-style notes, or daily motivations to personalize your space

8. ClickUp Annual Goal Template

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Annual goals always start with great energy—new year, fresh plans. But without a system to revisit them, they tend to drift off course. Before you know it, it’s midyear, and your biggest goals feel more like wishful thinking.

The ClickUp Annual Goal Template helps you stick to your personal and professional goals throughout the year. Instead of letting goals fade into the background, it breaks them into monthly checkpoints so momentum builds over time, not just at the start of the year.

Whether planning a product roadmap, a personal financial target, or fitness goals, this template helps you organize, monitor, and adjust your annual plans as the year unfolds.

Here’s why you’ll like this template:

• Set yearly goals with custom success metrics to track meaningful outcomes
• Use tags and filters to sort goals by category, owner, or strategic priority
• Monitor long-term performance without losing sight of daily work
• Link docs, dashboards, and task updates for full goal context

9. ClickUp Company OKRs & Goals Template

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OKRs (Objectives and Key Results) have become a staple in modern business. Why? Because they keep everyone, from C-suite executives to individual contributors, focused on the outcomes that matter most.

ClickUp’s Company OKRs & Goals Template gives you a structured, ready-to-use system to roll out OKRs across your organization. Set company-wide objectives, define measurable key results, and connect them to team-level projects—all in one place.

Planning a product launch? Use this template to align leadership, marketing, and engineering with shared targets, clear timelines, and live updates on goal health.

Here’s why you’ll like this template:

• Create a top-down OKR structure that connects company, department, and team-level goals
• Use OKR dashboards to track progress toward key results across multiple teams
• Assign ownership and timelines to ensure consistent accountability
• Spot gaps early and make data-driven course corrections

10. ClickUp Yearly Goals Template

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Planning the entire year might seem time-consuming, but with the ClickUp Yearly Goals Template, it’s incredibly manageable.

This flexible template gives you a clean, centralized space to map your big-picture goals—whether managing product launches, setting department-wide priorities, or laying out your academic timeline.

No more jumping between folders or hunting for scattered docs. You’ll have a bird’s-eye view of your yearly goals with structured sections, timeline views, and simple filtering by quarter, team, or goal type.

Here’s why you’ll love this template:

• Organize yearly goals by theme—like revenue, product, wellness, or skill-building
• Use high-contrast color labels to balance priorities and spot gaps at a glance
• Monitor alignment with fields for ownership, impact level, and quarterly focus
• Shift timelines as priorities evolve—without disrupting your bigger plan

11. ClickUp OKR Template

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Want to run OKRs like the pros? The ClickUp OKR Template gives you a structured, ready-to-go workspace to plan, track, and refine objectives across every team level.

Start with the built-in Planning Cadence to guide quarterly goal-setting. After that, use pre-built lists to break down each objective into measurable key results, linking them directly to the work driving them forward.

Whether launching your first OKR cycle or refining an existing system, this template keeps your progress visible, your teams aligned, and your strategy actionable.

Here’s why you’ll like this template:

• Keep every OKR cycle consistent with built-in quarterly planning prompts
• Visualize goal health at a glance with progress bars and status fields
• Pinpoint misaligned or failed objectives early using customizable filters
• Link goals to Docs, Dashboards, or tasks for full context in one view

12. ClickUp KPI Template

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KPIs (Key Performance Indicators) are vital health signs for your business or personal goals. They tell you what’s working, what’s not, and where to pivot—whether you’re tracking monthly sales, marketing leads, project velocity, or personal learning hours.

Not sure where to start or which metrics to monitor? The ClickUp KPI Template helps you define benchmarks and keep performance visible. Set clear targets, thresholds, and timelines for each KPI—in a flexible, data-friendly workspace that grows with your goals.

Here’s why you’ll love this template:

• Set baselines, targets, and thresholds to measure what matters
• Spot trends instantly with interactive charts and visual fields
• Trigger real-time alerts when KPIs hit or miss key thresholds
• Share performance snapshots across teams to celebrate wins and solve issues

13. ClickUp Milestone Chart Template

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Struggling to track progress on long-term projects? The ClickUp Milestone Chart Template breaks big goals into an intuitive visual representation, highlighting significant phases and achievements.

Instead of sifting through endless task lists, you’ll get a crystal-clear view of what’s done, what’s coming next, and what’s holding things up.

Here’s why you’ll like this template:

• Use the Whiteboard View to brainstorm and map ideas for how to reach your goal
• Visualize every milestone in context with drag-and-drop clarity using the Gantt view
• Connect dependencies between phases to prevent missteps and delays
• Break significant goals into bite-sized achievements and celebrate each milestone as you reach it

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What Makes a Good Goal-Setting Template?

Big goals start with bold thinking, but they need structure to stick. 

The good news? You’re 42% more likely to accomplish your broader objectives just by writing them down—and the right goal-setting template helps you do that consistently, clearly, and with less stress.

Here’s what to look for when choosing a goal-setting template that works as hard as you do:

• Task breakdown: Turn ambitious goals into bite-sized to-dos. Launching a podcast in 30 days? Break it down into steps like choosing a platform, designing cover art, recording episodes, and scheduling your launch
• Priority tags: Focus on what matters most. Templates built on SMART Goal or OKR frameworks help you zero in on high-impact tasks and avoid wasting time on low-priority busywork
• Timelines and milestones: Stay on schedule with precise start dates, due target dates, and checkpoints. Whether it’s a 2-week sprint or a year-long plan, a good template helps you stay focused and overcome challenges early
• Progress tracking: See where things stand at a glance. Goal-setting templates with progress tracking tools like checklists, bars, and status fields such as ‘in progress’, ‘on hold’, or ‘done’ help you stay attentive and pivot when circumstances change
• Dependency mapping: Connect the dots between related tasks. If ‘publish campaign landing page’ depends on ‘finalize copy and design,’ your template should reflect that to avoid bottlenecks
• Team collaboration: Work better together. Look for goal-setting templates that support shared access, task assignments, comments, and real-time updates—so everyone stays on the same page from kickoff to completion

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Turn Your Ambitions Into Achievements With ClickUp

There’s a reason people say ‘goals without a plan are just wishes.’ A structured goal-setting template helps you move from idea to action, from vision to victory.

Whether you’re building personal habits, tracking team OKRs, or leading your company’s annual strategy, there’s a ClickUp template to get you there. And with built-in features like checklists, dashboards, reminders, and real-time collaboration, it helps you achieve them.

Apart from offering dynamic templates, ClickUp provides a complete productivity ecosystem to keep you organized, focused, and on track. With everything from team collaboration, chat, and documents to task management in one AI-powered platform, you won’t need a ton of different tools for your work. 

So why wait? Sign up for ClickUp, choose the perfect template for your workflow, and start achieving your goals today!

Everything you need to stay organized and get work done.

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