Goal Setting

Clear Language

The futuristic nature of an organization’s strategic plan can sometimes lead to ambiguous language and goals. Ensure statements like “Become the market leader” are replaced in the final version of the strategic plan with concrete statements like “Increase consumption of services by __ target customer.”

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Who’s Doing What?

To increase accountability across a team, create clarity. Ensure roles, responsibilities, and goals are clear. It’s easier to be accountable when you know who’s doing what and where the team is going.

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Less is More

When creating a scorecard, it is important to remember less is more. What are the most important indicators of success for each strategic area? What are the few measures that will indicate progress? What are the 1-2 actions that will get us closer to the goal? Most of us are responsible for a substantial number of projects and tasks. We don’t put all of these responsibilities on our scorecard. The scorecard is a tool that keeps us focused on the few that matter most. This doesn’t mean we don’t tend to the others, but it does help us prioritize.

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One at a Time

After an initial communication of all organizational goals, consider focusing on one goal at a time during the next few team meetings. Use this time to help team members see how their roles connect to the larger aims and identify actions the team will take to support achievement of the goal.

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Make Goals More Manageable

Support high solid performers by working with them to breakdown their 90-day goals into more manageable pieces. Identify opportunities to celebrate the small wins along the way, which add up to the completion of the goal. Celebrating small wins motivates, encourages, and retains solid-performers.

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Align Your Team One Step at a Time

Identify one thing at a time you can do, or stop doing, to make sure your leadership team is on board and then commit to taking action. It’s the senior leader’s ultimate responsibility to align the executive leadership team.

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Round with Middle Leaders

Are your middle leaders confident in their abilities to execute your most recent goals? Could they use a hand? Take the time to find out what they need to feel confident in their ability to achieve their goals.

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Break Down Big Goals

Bigger goals become more manageable when broken up into smaller, less disconcerting, achievements. Apply this method to a personal goal as well.

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Celebrate the Small Steps

Use weekly adjustment meetings to celebrate wins and unify the team around priorities. Spend a few minutes at each meeting letting team members share successes from the week and meaningful progress.

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One Step at a Time

Review the strategic actions of a current goal and break the actions into smaller steps to be measured with more frequency. This will create the opportunity for small, achievable wins that build momentum and confidence within the team.

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Achievable Does Not Mean Easy

Unachievable goals have the potential to deflate and demotivate teams when time runs out and the target is not reached. Keep your team motivated and success realistically incremental by setting challenging, but achievable goals.

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Create Goal Champions

Identify an executive champion for each organizational goal. That leader works with the team to break the goal into smaller chunks and each person takes responsibility for part of the goal. On a weekly basis, talk about actions each person is taking to achieve the goal and celebrate milestones accomplished.

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Conquer Big Goals

Leaders make change happen, and they do so by challenging their team to tackle Big Hairy Audacious Goals. To encourage and inspire a team to change and grow, leaders must break big goals into small, achievable action steps and celebrate the small wins along the way. The most effective change comes in incremental steps and the small wins create a cadence that keeps the synergy alive within the team. Small steps produce results that build confidence and increase the natural desire to increase momentum.

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Set Realistic Performance Goals

It’s important for goals to be difficult to achieve, to challenge us. However, too much of a challenge can cause extreme stress leading to burnout. A study from Gallup reveals setting realistic performance goals is a better indicator of work-life balance than allowing flexible work arrangements. For those employees who are at risk of burnout, revisit their goals to determine if they are realistic, or if they need adjusting.

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Use Data to Action Plan

Collecting data is meaningless if we aren’t analyzing the data for opportunities and improvements. After data has been collected, analyzed, and shared, develop an action plan using information from these discussions. Set a challenging but achievable goal. Resist the temptation to set too many goals and stick to 1-3 to focus on.

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From Strategy to Action

Are the organization’s broad goals converted into measurable annual goals? What actions are necessary to accomplish those annual goals? Who owns those actions? Setting and communicating defined annual goals as an executive leader is a vital first step to achieve organization-wide alignment. Team leaders can then determine what quarterly priorities will define success and which of their team members will be responsible for taking action. Progress and results are reported back to the executive leader in relation to the annual plan.

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Align Actions to Strengths

When aligning the goals of the organization to actions for specific employees, first consider each employee’s strengths. To increase employee engagement and productivity, distribute the actions according to each individual’s strengths.

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SMART Goal Audit

Conduct a SMART goal audit to confirm the alignment of goals with organizational strategy and leadership expectations. Starting with your goal statement, identify the specific action verb. Next, describe the unit of measure and the data source. Then, determine how you know the goal is achievable, yet challenging. Do you have a baseline for evidence? Identify the strategic priority the goal is aligned to and the time frame for completion.

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Illustrate Goals Visually

Use a scorecard, stoplight report, or another tool to visually present yearly goals. This tool can be used in meetings to show the progress toward goals and make necessary adjustments if progress isn’t being made. Achieving goals becomes more likely if we have a constant focus on the actions being taken to attain success.

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Assign a Champion of the Goal

The organization’s executive leader determines the champion to own each of the goals and its achievement. The focus of the champion is always on how to reach or surpass the target. This is the person responsible for reporting out results at regular intervals and for identifying areas of success. The champion also facilitates discussion of strategy implementation and any needed changes or adjustments. These discussions and decisions always revolve around hitting the goal and increasing performance.

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One Step at a Time

Annual or 90-day goals broken into bite-sized pieces create the opportunity for small, achievable wins that build momentum and confidence within the team. Use these small achievements as an opportunity to celebrate progress towards the goal.

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Align Awards to Performance

Everyone makes a difference in the organization. Spend time during quarterly strategy sessions awarding individuals who have reached specific performance outcomes.

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Identify the Actions

Which actions will produce 80% of the quarterly goal results? Identifying which actions produces the majority of the results will align individual behavior to organizational goals.

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Breaking Down Goals

Put your goals into bite-size pieces that are attainable in 90 days. A 90-day plan is the roadmap to success.

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Goals Should Be Easy to See

Define your goals, write them down, and stay focused on them. Be distinctive and specific. You should be able to tell anyone your goals in a sentence or two. During your daily tasks, ask yourself which goal you are working towards accomplishing.

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Work Towards Annual Goals Daily

Break your 90-day goals down to weekly goals and monitor your progress each week. 90-day planning focuses on the 90-day priorities and actions that will move you closer to achievement of your annual goals. Viewing annual goals in smaller portions will keep you aligned to the right goals.

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Start Small

Start moving barriers today by writing down your top three obstacles. “Obstacles don’t have to stop you. If you run into a wall, don’t turn around and give up. Figure out how to climb it, go through it, or work around it.” – Michael Jordan

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