Written by: Drew Cesario

Goal Setting & Tracking Sheet

Goal Setting & Tracking Sheet

Successful businesses thrive on clear goals. These goals provide direction, motivation, and a clear way to measure progress. This sheet serves as a comprehensive guide to set, track, and reflect on business goals, ensuring alignment with overarching objectives and a purpose-driven path to success.

Steps for Effective Goal Setting & Tracking:

1. Goal Definition:

  • SMART Criteria: Make sure each goal is Specific, Measurable, Achievable, Relevant, and Time-bound.

Table for Goal Setting

2. Breakdown & Milestones:

  • Decompose: Break each goal into smaller tasks or milestones.

Table for Milestones

3. Tracking & Monitoring:

  • Regular Updates: Update progress on tasks and milestones regularly.

Table for Tracking

4. Review & Reflect:

  • Periodic Check: Monthly or quarterly, review progress towards each goal.
  • Adjust & Adapt: Make necessary adjustments to approach or even the goals based on insights from tracking.

5. Celebration & Iteration:

  • Acknowledge Achievements: Celebrate milestones and goal achievements to boost morale.
  • Learn & Iterate: Reflect on completed goals, learn from the outcomes, and set new, refined goals.

Additional Resources:

1. Books

  • Measure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRs by John Doerr.
  • The One Thing: The Surprisingly Simple Truth Behind Extraordinary Results by Gary Keller and Jay Papasan.

2. Videos

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