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OVERALL GOALS


What’s your goal?
What do you want from your business in the longer term?
What do want to change?
What are your career aspirations?

ACTION POINTS
What do you need to do to achieve the above?

STOP

START

LESS

MORE

This template does not give business, accounting, taxation, investment or financial planning advice. It is intended to provide information
in a summary form and is general in nature. The contents do not constitute business, accounting, taxation, investment or financial
planning advice and should not be relied upon as such. Formal business, accounting, taxation, investment or financial planning advice
should be sought in particular matters. O'Connells OBM Pty Ltd accepts no liability in respect of this information and any person acting
solely on the information contained within does so entirely at their own risk.

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Goal Setting Template

  • 1. OVERALL GOALS  What’s your goal? What do you want from your business in the longer term? What do want to change? What are your career aspirations? ACTION POINTS What do you need to do to achieve the above? STOP START LESS MORE This template does not give business, accounting, taxation, investment or financial planning advice. It is intended to provide information in a summary form and is general in nature. The contents do not constitute business, accounting, taxation, investment or financial planning advice and should not be relied upon as such. Formal business, accounting, taxation, investment or financial planning advice should be sought in particular matters. O'Connells OBM Pty Ltd accepts no liability in respect of this information and any person acting solely on the information contained within does so entirely at their own risk.