GOAL SETTING TOOLS

Health and Wellness Goals

Assess four dimensions of whole-person fitness and set one concrete goal in each.

High performance is not only a function of skills, strategy, or effort. It depends on the capacity of the person doing the work - their physical energy, mental clarity, emotional stability, and sense of purpose. Most leaders optimize one or two of these dimensions while under-investing in the others. The four areas in this tool are not separate buckets. They interact. A leader who is physically depleted will have less emotional regulation. One who lacks a sense of purpose will find mental focus harder to sustain.

This tool asks you to rate yourself across all four dimensions - Physical, Mental, Emotional, and Spiritual fitness - and then set one goal per dimension with a concrete weekly action. The rating step is the diagnostic. Where the gaps are largest is usually where the performance ceiling is.

A note on "Spiritual Fitness": in this context, the term refers to your sense of purpose, your clarity about what matters to you, and the degree to which your daily work connects to something you find meaningful. It does not have a religious connotation here unless that is relevant for you.

The dimension most leaders underrate tends to be Emotional. The one most often assigned a generic goal ("exercise more," "sleep more") is Physical. Both deserve more specificity than that.

How to Use This Worksheet

  1. Rate each dimension honestly. Use the full 1-10 range. If three of four are at 7 or above, consider whether that reflects reality or what you would like to be true.
  2. Set one goal per dimension. Specific enough that someone else could tell whether you achieved it.
  3. Name the real barrier. Not "time" as a generic answer - what specifically about time, or what else is actually in the way?
  4. Write a weekly action that is actually feasible. Something you can do in the next seven days without restructuring your life. Progress compounds.
  5. Return to this tool quarterly. Whole-person fitness shifts, and so do the goals that make sense.
Name
Date
Physical Fitness Body's capacity: sleep, nutrition, exercise, energy management
Current rating:
/ 10
One physical goal
Biggest barrier
Weekly action
Mental Fitness Mind's sharpness: focus, learning, cognitive load management
Current rating:
/ 10
One mental goal
Biggest barrier
Weekly action
Emotional Fitness Emotional capacity: self-regulation, resilience, connection
Current rating:
/ 10
One emotional goal
Biggest barrier
Weekly action
Spiritual Fitness Sense of purpose, values clarity, and meaning in daily work
Current rating:
/ 10
One spiritual goal
Biggest barrier
Weekly action

Reflection Prompt

Look at your four ratings. Which dimension, if you improved it by three points in the next six months, would have the biggest downstream effect on the others? And what would need to change in your current week for that to be possible?

Tandem Coaching

Tandem Coaching Partners

Certified coaching for executives, teams, and organizations ready to lead with clarity and intention.

Website

tandemcoach.co

Email

hello@tandemcoach.co

Consultation

tandemcoach.co/
contact-us