GOAL SETTING TOOLS

Relationship Goals Worksheet

Assess the relationships that matter most and set specific actions to improve each one.

Professional and personal growth rarely happens in isolation from the relationships surrounding it. The quality of key relationships - with direct reports, peers, sponsors, partners, family - shapes what is possible, what is sustainable, and what gets in the way. Most leaders know which relationships need attention. Fewer have done the work of being specific about what that attention would actually look like.

This worksheet makes that work concrete. The rating step is the entry point - putting a number on each relationship creates a baseline and surfaces where the biggest gaps are. The more valuable step is the one that follows: naming one specific improvement, and then naming the action that would move toward it. Vague intentions to "communicate better" or "spend more time" do not change relationships. Specific commitments do.

Two things to watch for as you complete this: first, the relationships that are hardest to rate honestly tend to be the ones most worth examining. Second, the "biggest impact" reflection question is often answered differently than expected - the relationship with the most room for growth is not always the one that would matter most if it changed.

Complete each row before moving to the reflection section. The patterns only become visible when you can see all the relationships at once.

How to Use This Worksheet

  1. List 3-5 relationships that genuinely matter to your current work or life. These can be professional or personal - choose the ones where the quality of the relationship actually affects outcomes.
  2. Rate each honestly on a 1-10 scale. 1 = severely strained or distant, 10 = strong, functional, and energizing. Avoid clustering everything in the 6-8 range if the reality is more varied.
  3. Name one improvement per relationship. Not a list - one. The most important thing that would move the needle.
  4. Write a specific action. Not "be more present." Something you can schedule or execute. "Have a one-on-one conversation about expectations" is a specific action.
  5. Set a timeline. A date range, not "soon." Accountability requires specificity.
Name
Date
Relationship Quality (1-10) One Improvement Specific Action Timeline
Reflection

Which relationship has the most room for growth?

Which relationship would have the biggest impact on your work or life if it improved significantly?

What pattern, if any, do you notice across your ratings?

Reflection Prompt

Pick the relationship where you identified the specific action. What is one thing that has kept you from taking that action already? Bring that to the session.

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