Here’s a Personal Wellbeing Goals template for employees to outline their key goals related to mental, physical, and emotional health. This can help them create a roadmap for improvement and stay accountable throughout the quarter.

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Personal Wellbeing Goals Template

Employee Name: _______________________________

Date: _______________________________

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1. Mental Wellbeing Goals

• Goal: (e.g., Reduce stress and increase mindfulness)
  • Action Steps:
    • Practice mindfulness meditation for 10 minutes each morning
    • Use stress management apps (e.g., Calm, Headspace) daily
    • Attend a stress management webinar or workshop
    • Take regular mental health breaks during the workday
  • Target Completion Date: ___________________________
  • Progress Check-ins: (e.g., weekly, bi-weekly)

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2. Physical Wellbeing Goals

• Goal: (e.g., Improve fitness and increase energy levels)
  • Action Steps:
    • Exercise for at least 30 minutes, 3-5 times per week
    • Walk 10,000 steps daily
    • Incorporate stretching or yoga before and after work
    • Drink 8 glasses of water daily
    • Plan healthy meals each week
  • Target Completion Date: ___________________________
  • Progress Check-ins: (e.g., weekly, bi-weekly)

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3. Emotional Wellbeing Goals

• Goal: (e.g., Enhance emotional resilience and build positive relationships)
  • Action Steps:
    • Keep a gratitude journal, writing 3 things you’re grateful for each day
    • Schedule regular check-ins with a friend or family member for emotional support
    • Practice self-compassion by reframing negative thoughts
    • Attend an emotional intelligence workshop or coaching session
  • Target Completion Date: ___________________________
  • Progress Check-ins: (e.g., weekly, bi-weekly)

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4. Work-Life Balance Goals

• Goal: (e.g., Set clear boundaries between work and personal life)
  • Action Steps:
    • Define working hours and stick to them
    • Disconnect from work emails and devices after hours
    • Schedule “me time” each week for personal hobbies and relaxation
    • Prioritize family and social events without work distractions
  • Target Completion Date: ___________________________
  • Progress Check-ins: (e.g., weekly, bi-weekly)

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5. Overall Wellbeing Goal

• Goal: (e.g., Achieve a balanced and sustainable lifestyle)
  • Action Steps:
    • Take regular vacations or breaks to recharge
    • Attend a wellness seminar or wellness challenge
    • Focus on time management to reduce overwhelm
    • Integrate daily healthy habits (mental, physical, emotional)
  • Target Completion Date: ___________________________
  • Progress Check-ins: (e.g., weekly, bi-weekly)

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6. Support and Resources Needed

• Support: (e.g., Would you like guidance from a mentor, wellness coach, manager?)
• Resources: (e.g., Would additional tools or resources be helpful, such as access to wellness programs, fitness apps, or mental health services?)

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Reflection & Adjustments:

At the end of the quarter or after a set period, employees should review their progress and make any necessary adjustments to their goals and action steps.

• Reflection on Progress:
  • What worked well? _______________
  • What challenges did I face? _______________
  • What adjustments do I need to make? _______________

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