Priorities, Goals, and Actions Alignment Worksheet


Quick Summary
Capture critical personal goals, prioritize them, and develop personal action plans aligned with those priorities.


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What this is

Worksheets for personal use to capture critical goals; make sure your goals are prioritized so that your energy goes to what's most important; and develop personal action plans that align where you spend your time with what you identified as most important. We've filled in a few worksheet cells to show how the content could play out for a Project Manager's particular career development goal.


Why it's useful

We're all too busy, with too many competing demands on our time. If you step back and look at how you've spent your last 2 weeks, can you say for sure that your energy was spent on really important items—at home or at work?

This format was created originally as a personal tool—simple in concept and format but powerful if used consistently—to help make sure that question always gets answered with a "Yes." The worksheets provide a means for keeping prioritized goals in front of us and driving our actions.


How to use it

Identify Prioritized Goals: Use the Priorities Worksheet to list current goals, challenges, issues, areas of concern, or opportunities, in order of decreasing priority to you. These can be personal goals, work goals, career goals, or a mix. Priority can be thought of as a combination of importance and urgency. To decide which are your top priorities, first list all of them and then decide where you want to focus most of your energy. Then choose where you would next focus if #1 were on track.For each priority area, fill out the following:

Generate Ideas and Plans: Use the Ideas and Plans Worksheet to brainstorm a list of 12 or more ideas or actions for each goal. Choose 1 to take action on for each goal. NOTE: Include wild and "impossible" ideas! Make sure your list includes at least one idea that would never work and another that you consider ridiculous; this way you can be certain you are not self-censoring your brainstorming.

Act on the ideas, record progress, and assess your path: Sit down periodically (at least every other week) to review your Ideas and Plans Worksheets and note your status through the task list. If you find yourself not making progress, ask yourself what's in the way. Have you set the wrong priorities? Are your goals not compelling enough to lead you to act consistently? Adjust your priorities, goals, and actions as needed.

Develop the habit of keeping yourself focused on what's most important!

About the Author
Kimberly Wiefling is the founder of Wiefling Consulting, a scrappy enterprise enabling companies to tackle the impossible and get at LEAST partial credit! A business consultant and physicist by education, she spent 10 years at HP in technical leadership and project management roles, then 5 years in the wild and crazy world of Silicon Valley start-ups before leading a one to a glorious defeat during the dotcom bust of 2001. Vigorously scrappy, she reemerged, consulting on leadership and project management worldwide - from Armenia, to Tokyo, to the Silicon Valley. Kimberly is the executive editor of The Scrappy Guides® and a regular contributor to ProjectConnections. Her radio show, "The Scrappy Diaries," airs regularly on WomensMedia.com. Find out more about how to get a dose of Kimberly at www.wiefling.com.

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