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The Business Goal Setting Worksheet for Lawyers

Know what to do, why it matters, and how to move your law firm forward.

 

 

Business Goal Setting Worksheet

Do any of these sound familiar?

  • “I’m busy all day but never feel like I’m moving forward.”
  • “I don’t even know what I’m working toward.”
  • “Maybe I’m just not cut out for the business side.”
  • “What should I even be doing right now?”

If so, you’re operating like a skilled employee in your own business rather than a strategic owner, reacting to whatever comes your way instead of proactively building toward a vision you've never clearly defined.


I Created This Worksheet Because I've Been There

Hi, my name is Olha and I specialize in helping lawyers think like marketers without becoming one. I understand the unique challenges solo practitioners and small law firm owners face because I've been in your shoes.

As someone who's built three businesses in three countries from scratch, I know what it feels like to be talented at your craft but completely lost when it comes to running the business side.

You didn't go solo to feel scattered. You went solo for freedom and direction. But without clear business goals, you're just trading one form of chaos for another.

That's why I created this Business Goal Setting Worksheet specifically for solo practitioners and small law firm owners. It's not generic business advice. It's a strategic framework designed for lawyers who want to think like business owners without losing their professional identity.

About Olha

What's Inside This Worksheet

1-2

Vision Clarity Framework

Define exactly what success looks like for YOUR practice, not what others expect.

2-2

SMART Goals for Lawyers

Set measurable, achievable goals that actually move your practice forward.

3-1

Legal-Specific Metrics

Track the numbers that matter for law firms, not generic business metrics.

 

4-1

Quarterly Action Plans

Break down annual goals into manageable 90-day sprints.

5

Progress Tracking System

Monthly check-ins to ensure you're building, not just staying busy.

6

Goal Adjustment Protocol

Anticipate challenges and plan contingencies like the strategic lawyer you are.

Frequently Asked Questions

 

What if I set the wrong goals?

The worksheet includes a framework for testing and adjusting your goals. It's better to start with imperfect goals than to have no direction at all. You can always refine them.

I don't have time to set goals. I'm too busy trying to survive.

This worksheet takes 2-3 hours to complete but will save you months of unfocused work. The busier you are, the more you need strategic direction.

I'm not a businessperson. I'm a lawyer.

You're both. This worksheet respects your legal expertise while helping you think strategically about your practice. It's designed by someone who understands the legal profession.

I've tried planning before. Nothing went according to plan.

Most planning fails because it's too rigid. This worksheet includes flexibility and contingency planning built specifically for the unpredictable nature of legal practice.

You can't predict referrals, so why bother with goals?

While you can't predict individual referrals, you can set systems and activities that increase your likelihood of getting them. This worksheet helps you identify those activities.

Get Your Strategic Advantage

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Value: $500

Yours Free Today

Complete Business Goal Setting Worksheet
Legal-Specific Goal Framework
Quarterly Action Planning Template
Monthly Check-in Template
Progress Tracking System
Risk Assessment Guide

Ready to Stop Running in Circles?

You have the legal skills. You have the drive. What you need is strategic direction.

Download this worksheet and finally get the clarity you've been searching for.

Your future self will thank you for taking action today.

 

Your Business Goal Setting Worksheet