Goal Planning Worksheet

Our Board Goal-Setting series offers free resources, so you can set goals, track progress, and meet milestones. Here, you’ll find a Goal Planning Worksheet.

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Homeowners’ association (HOA) board members are tasked with running an efficient and financially sound community. To do this, the board must set realistic goals aimed at enhancing the overall living experience. However, creating these impactful initiatives and following through on them can be
challenging without proper planning.

At Associa, we have decades of experience helping boards set and reach meaningful goals for their communities. Our Board Goal-Setting series offers free resources, so you can set goals, track progress, and meet milestones. Here, in the third edition of the series, you’ll find a Goal Planning Worksheet that’ll allow you to act on your goals strategically, with a focus on detailing the work that needs to be done to achieve them.

This worksheet creates an overarching execution plan that acts as a roadmap to achieve your
goals. For each HOA goal, fill in five specific action items that must be completed, which board member is responsible for each step, and when it must be accomplished. Once you're done you'll have actionable steps, assigned responsibilities, and realistic deadlines ready for all your board's objectives!

Additional Resources

Check out our other worksheets to help you through your goals journey. These templates
let you develop your ideas further and streamline for maximum efficiency. Work through them in the order that they were released for maximum results, starting with our:

Goal Brainstorming Worksheet: Out Now
SMART Goal Setting Worksheet: Out Now
Goal Planning Worksheet: Out Now
Goal Review Worksheet: Coming Soon (November 2025)
Monthly Planner: Coming Soon (November 2025)

To get our upcoming worksheets delivered right to your inbox, as soon as we publish them,
subscribe to our blog! In addition to all our goal-setting guidance, you'll also get access to: