My overall goals are to grow my business in the long term, change certain aspects, and advance my career. To achieve these goals I need to identify actions to take, including things I should start doing more of, stop doing, and do less of or more of. This template provides a framework to outline goals and necessary actions but does not constitute professional business or financial advice.

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.