the ROOTED Goals Workbook


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*Ships first week of December 2023

Tired of goal setting systems that pump you up, introduce massive tension between your goal and your daily responsibilities, and then leave you feeling like a failure?

We were too. So we created a system that is mercifully realistic, embraces everyday responsibilities as valid, and helps us become more deeply rooted in our broader life callings. We believe that the best goals are the ones that fuel a great way of life, and that a great way of life will fuel great goals. If you want more than a mountain top experience—if you're ready to actually translate your goals into action—then this workbook was created for you.


"As a woman in ministry, a wife, mom, church member, entrepreneur—all these things—this system has been a complete game-changer. It's unlike anything I've ever come across." - Rachel


"Things I have tried so hard to do, and have had the best intention about—I am finally doing them! I'm almost in happy tears because of the progress I've made. My life has been changed by ROOTED Goals. - Bailey

What does ROOTED stand for?

[R]ooted in Your Core Calling - Other goal setting systems start by asking what you want for your life. This system starts by asking how you're uniquely called as a disciple of Jesus to show up in the spaces of the world where He has placed you.

[O]rganically Growing Out of Your Context - Other goal setting systems tell you to close your eyes and imagine where you want to be in the next twelve months—dream big!—then hustle and grind to make that dream come true. This system encourages you to face the future with great hope, while at the same time rooting you in today's reality by helping you figure out a set of logical next-right-step goals for today's real life circumstances.

[O]utlined for Clarity - Other goal setting systems do encourage you to outline your goals for clarity—and there's a reason for this. Our brains crave step-by-step clarity. This phase is all about being specific about your goal and breaking them down into actionable steps.

[T]ailored to Your Lifestyle - Other goal setting systems might show you how to reverse-engineer your goals, but then end there and wish you good luck. This system shows you how to look at your goals in the context of your daily life, then make those strategic shifts in your schedule to make space for these goals. It also teaches you an incredibly powerful lifestyle-shaping skill called habit stacking.

[E]tched in Your Memory - This phase gives you the secret sauce for making progress on your important goals—even when things change. When you train your brain to care about your goals, your subconscious joins the team and starts looking for every reasonable opportunity for you to make progress on them!

[D]eveloped by Providence - The Kingdom of God does not rise and fall by the successes and failures of our goals. Knowing this gives us an incredible amount of liberty to simply follow the Lord's leading through the messy middle. Leading our lives with integrity and excellence is a deeply meaningful endeavor, and God loves to give us grace to do that. Having a Christian growth mindset allows us to set our goals with an "amen" posture towards God's unknown plans for the future, knowing that when we give our goals back to God, we can trust Him to develop them in the best of ways.

About the Authors:

When Shelby and Clari are not co-creating content or helping people get the most out of their Evergreen Planners, they're busy ay home with their lovely families. Shelby can usually be found nerding out with her husband Kyle, lesson planning for their two children, or binging a Jane Austen audio book while finally folding that load of laundry she's been selectively procrastinating. Clari loves spending time with her husband Mark and their four children, as well as reading, thrifting, knitting, and a smattering of other old lady hobbies.

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Customer Reviews

Based on 9 reviews
Abby L.
Approachable yet elevated, actionable goals curriculum

The Rooted Goals Workbook takes the reader through concrete, written processes to discern and develop real and appropriate goals for your reality. This is an authentically Christian approach to goal setting, abiding in the truth that we are in the world but not of the world- we have time, talent, and treasure given to us by God that we are responsible for! To utilize not for ourselves but for the greater glory of God. This book is so encouraging in that respect; I speak as a SAHM who sometimes really struggles to remember and live this in the day-to-day. But using the Evergreen Planner everyday is helping me. St. Theresa of Avila said that “God goes with you amidst the pots and pans,” encouraging that it isn’t just lofty goals and epic tasks that bring us closer to Him- it’s the daily habits that shape our lives and spiritual dispositions. Having listened to the Make Space to Thrive podcast episodes, and read through the Rooted Goals Workbook, I am encouraged, and have solid direction, and specific tasks to help me live in a ROOTED way.

Paola B.
A gentle pause for the brain that helps move your plans forward!

Breathing room is what comes to mind when I think about the Rooted Goals Workbook. It is a gentle and thorough process to walk you through the myriad of plans and to-dos usually running around in one's head looking for order and timing! I especially appreciate the way this tool helps you root what you need, want, and hope to do in who you are. Taking into account your season and what is important for you. Herein lies the gentle and helpful wisdom of this small wisdom-packed workbook. This gentle wisdom is present in all the tools this lovely brand makes.

A goal-setting system I actually want to use!

The goal-setting pages are the parts I would normally avoid in my other planners. Why make a bunch of unattainable New Year’s resolutions anyway? I felt like I would just be confronted with my failures all the time.
The Rooted Goals workbook and the ROOTED approach to goal setting is changing that for me. I’m using the digital copy of the workbook and although I haven’t finished it yet I have listened to all the podcast episodes and am so excited to use this tool! The encouragement to pursue God’s calling and purpose for my life (keeping in mind where He has placed me already) is so freeing and inspiring. Focusing on “next right step” goals instead of “wishful thinking” or super lofty goals has encouraged me that goal-setting CAN be useful and practical.
Thank you, Team Evergreen, this is just what I needed!

Bettsey H.
A Refreshing and Intentional Goal System

The word "Goal" reminded me of how many times I have not followed through with mine. But looking back, my goals were not truly anchored to a strong foundation and the way I was trying to accomplish those goals was not realistic. I highly recommend listening to the "Make Space to Thrive" podcast episode 17. I could not stop nodding my head as they explained the ROOTED goals system. My prayer has been to steward my time well. This goal system is a key component to doing that. I cannot recommend enough to take a moment to listen or read about this goal system. It is like no other I have ever experienced and I absolutely love it is God centered.

Julia Rushing
Buy this if you hate goal setting!

I’ve always hated goal setting and found it a pointless exercise (I prefer to just make plans or task lists), but this system is different! It’s taught me that goals don’t have to be big, lofty ideas - they can simply be identifying the next right things to focus on in this season of life, then figuring out how to make those things happen in the context of my life. I also seriously love that it fits in my planner! I feel like half the battle with previous goalsetting has been having it in a format that didn’t match up with the planner system I was using. So I’m much more likely to stick with this and refer back to it. Clari and Shelby did a beautiful job putting the system together!

“I've tried so many planners...”

I've tried many other planners, but this is the only one I've actually used consistently, week in and week out.

I have been looking for a planner system that works with my business and personal life and I finally found what I was imagining.

Paper planners have never worked well for me.

Everything I’ve tried in the past has seemed too structured and hasn’t worked well with the master calendar I keep in my phone. However, I decided to try this after listening to a few of the podcasts and experimenting with the team’s recommended time blocking activities. It has been a game changer.

I use the week layout at the start of every week to visualize the rhythm of each week and braindump my to-do list. Then I use the day spreads to plan out my day and find intentional time to get things done. I love that this planner has helped me get organized and get things done without feeling boxed into a certain layout or filling out every day. If I ever have a light week, I can even skip it without wasting pages!

I would highly recommend this product for anyone who needs to declutter their brain and stay functional during a busy season of life.

As a busy mom who keeps all the receipts and budgets, plans meals, and does school planning, I had been looking for a planner that I could fully customize. This is perfect and so pretty I don’t mind having it out on my counter!

I really appreciate how in depth you can go with each day and week, but not be overwhelmed.

I've kept a planner religiously for 10 years. I did bullet journaling for 2 years solid, but when the kids came I just couldn't do the layouts anymore.

I am LOVING the Evergreen because it meets you where you are. You can utilize it as much or as little as needed day by day.

It was designed by two women who are in completely different stages of life than I'm in right now. We each have different goals, motivations, and personalities.

But this planner makes me feel like it was literally designed for ME.

I have tried almost every planner ever made and the Evergreen Planner is the only one that has worked for me.

I have struggled with organization and planning, but my brain needs it. The planner along with the super helpful info on the blog had helped me have my most organized/productive year yet!

Your planners have helped me run not only my business side, working on my dissertation, but also help me run my house for my family so well.

Thank you for what you do!!

I'm a planner JUNKIE and I have been lovvvving this new system from the Evergreen Planner.

I use it daily, and it has kept me organized, on track, and motivated.

Best planner I've ever used—and I'm a real planner snob (ask anyone 🙊🙈)

What makes the Evergreen Planner different?

What makes the Evergreen Planner different?

The Evergreen Planner was built from the ground up with these convictions in mind:

1. You actually DO have enough time to do everything you're called to. You just need a tool to help you clarify your priorities and then manage all the moving parts.

2. Time is too precious to waste feeling lost in your planner, anxiously trying to locate what actually matters. A good planner will launch you into confident action as soon as possible.

3. Our innovative dutch door layout empowers you to plan your day in context. Now you can prepare for what's urgent while still carving out space for what's important.

4. We each have beautifully different lives, and yet the same 24 hours in a day. You need a dynamic hub for your brain that can be infinitely personalized until it fits your life like a glove.

5. We exist to help you accomplish your time-management goals. Through our many resources, we're committed to walking alongside you on your deeply important journey to personal mastery.