Caregiver Goal-Setting Worksheet & Template

Are you experiencing the challenges of caregiving and feeling overwhelmed by competing priorities?

This caregiver goal-setting worksheet is designed to help you turn one broad concern into a clear, manageable next step. Use it when care tasks, work, and family responsibilities are competing for attention.

How to use the caregiver goal-setting worksheet

1. Choose one priority. Start with the issue causing the most immediate difficulty.
2. Write a specific outcome. Focus on something you can act on or ask for.
3. Name the first step. Add who will do it and when.
4. Review and adjust. Note what helped, what got in the way, and the next step.

A simple caregiver goal example

Instead of “I need more help,” try: “By Friday, I will ask my sister whether she can handle Tuesday’s pharmacy pickup for the next four weeks.” If she cannot, the next step is to ask another family member or identify a delivery option.

Sort urgent and important tasks

Handle urgent, important safety or care needs first. Schedule important tasks that are not urgent. When appropriate, ask someone else to take an urgent task that does not require you personally. Reconsider tasks that are neither urgent nor important.

This worksheet is a planning aid, not a substitute for professional medical, legal, or emergency guidance.

For more support, read caregiver burnout help, review the Caregiver Balance Guide, or see our caregiver goal-setting walkthrough.

Download the Goal Guide

Create a free Caregiver Relief account or sign in to access the 1 MB PDF worksheet below.