TEMPLATES

Goal Setting

Goals are a great way to give clarity about what is most important for a given period of time. They are a future state to work towards and aim for. Goals can be ambitious to drive us to achieve more and they help to focus priorities with defined accountability.

Goal Setting Templates

Simple OKR Tracking Template

Simple OKR Tracking Template

From
  • OKRs are a popular goal setting framework. They help to break down a big objective into smaller more measurable outcomes.
  • Keep track of how your team is progressing towards these outcomes. These goals are aspirational in nature so if you hit 100% of them, be more ambitious and think bigger!
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SMART Goals

SMART Goals

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  • These types of goals are specific, measurable, achievable, relevant, and time-bound (SMART).  
  • Ensure your team has a shared understanding through defining each of these steps together when creating your goals.
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Goal Tracker

Goal Tracker

From
  • If you don’t measure it, you can’t improve it! Keep an eye on your top level metrics and the goals that support the priorities of your team, over a defined period of time.
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OKR Planning Template

OKR Planning Template

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  • Use this template to help your team plan what your objectives and key results should be. This workshop helps with alignment and ensures everyone knows the intent behind each goal.
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Frequently Asked Questions

What are OKRs?

OKRs, or “objectives and key results,” is a goal setting framework used by individuals, teams, and organizations to set measurable goals and track their outcomes. It helps to move the focus away from outputs to outcomes. Objectives should be ambitious and define where you want to be in the future. The key results help you measure your progress towards there.

Why set goals?

Setting goals can help teams stay focused and motivated, as well as provide a benchmark to measure success. Goals can also help to foster team collaboration, as everyone works together to achieve a common goal. Finally, setting goals can help teams to stay on track and prioritize tasks, ensuring that everyone is working towards the same end result.

When should you set goals?

Goals can be set at any level within your business and the cadence should support your overall business rhythms. A common timeframe would be annual company goals, and quarterly team or department goals that support the annual goals. You should check in on progress towards your goals at a more frequent cadence between this, like monthly for example. This will help you take action where needed to achieve your goals.