My Goals worksheet gets a makeover

Setting goals is a crucial first step in getting sorted. So we’ve updated our My Goals worksheet to make it even easier to use.

Have a play with the new tool and let us know what you think. Or visit our Set your goals section for more about how setting goals can help you get sorted.

If you’ve saved your My goals worksheet to My Sorted, now’s a good time to check your goals and actions are up-to-date. With the change in format, you’ll need to re-allocate your actions to your goals. You may want to update your reminders and how often you receive them, as well.

The improvements include:

• Removing the section on financial priorities to keep the worksheet focussed on goal-setting.
• A clearer link between each goal and the actions you need to take to achieve them.
• Improving the connection between setting email or txt reminders and saving to My Sorted.
• Email or txt reminders can now be sent more than once (e.g. monthly).

If you’ve got feedback on the changes, add a comment below or contact us.