11 Free Business, Marketing and Sales Goal Setting Templates and Worksheets

My previous post on 7 Free Goal Setting Templates has been wildly popular. This post provides a list of resources specifically for business owners, marketing managers and sales professionals.

As I’ve stated before, writing down your goals is the single most powerful thing you can do to achieve your goals.

Here are some goal setting templates and worksheets you might find helpful:


1. Business Goals Template

This template will assist you to determine your business boundaries, identify the business goal, agree the necessary conditions to achieve the goal and the measures you will use to navigate your progress towards the goal.

2. Annual Business Goals Template

In this template we define the goals as annual goals; however, you can choose any time period which suits your needs. You may choose to define yearly, quarterly or monthly goals. Or you may choose to define two different timeframes for your goals such as five year goals and annual goals, or annual goals and quarterly goals.

3. Zig Ziglar Goal Worksheet

This is a straightforward goal setting template from one of the most repeated sales people, Zig Ziglar. This template includes: stating your goal, deadlines, obstacles, people and organization that can assist, benefits, and skills required.

4. Goal Setting Forms for Starting Your Own Business

This template includes an interesting series of questions you might ask yourself if you’re considering starting your own business. The idea is to compare the benefits and opportunities between working for yourself and working for someone else.

5. Goal Setting Worksheet

Another terrific goals setting worksheet that walks you through all the basics: goals, reasons, obstacles, barriers, sacrifices, information & help required, next steps and more.

6. Marketing Calendar Map Template

This template allows you to map out your key marketing initiatives month-by-month over the course of the year.

7. Marketing Mix Goals Template

This is a great set of guidelines and questions to help you define the key information to identify your goals for the next year.

8. Email Marketing Goals Worksheet

Here’s a great email marketing planning worksheet from Aweber that forces you to answer the tough questions about email marketing: why are you running the campaign, how will you measure success, how often will you communicate with them, and more …

9. Your Marketing Goals

This worksheet helps you outline your website and social media goals, conversation rates and resulting traffic and sales.

10. Marketing Worksheet

This is a nice marketing goal setting worksheet that takes several factors into consideration, including budget, target market, roadblocks, opportunities, competitors, clients and social media.

11. Sales Goals Worksheet

Successful salespeople understand that, to a degree, sales is a numbers game. This worksheet helps you calculate the level of activities required to your achieve desired outcome.

Which template(s) did you find most helpful?

Please leave a comment below or on Twitter @steinarknutsen.

Thanks,
Steinar