Develop Your Goal Process
← Revisit Session 2 | Jump to Session 4 →
Let’s get right to it
Equipped with a good understanding of your goal framework and cycle, you are now ready to develop your goal process.
Excited? Keep your fire burning.
To help you be successful, we’ve have segmented the process into 6 easy steps - with examples and guides 😊
Ask yourself – why does your company need strategic goal-setting? And why do you believe goal setting can help?
Sample reasons may include:
List your initial reasons and review them across several days. Revisit your list regularly for a week or two, re-assess and improve your arguments until you are comfortable. This exercise will help you build the business case that will get leadership buy-in and the budget for your program. Invest a fair amount of time.
Get feedback from potential stakeholders so you can capture their inputs. Connect with other team members or other departments across the company for their feedback. Furthermore, try to get feedback from your friends or other professionals working in other companies. They might have already gone through the same journey as you are embarking on.
This exercise gives you the following benefits. First, you’ll gain helpful insights and learn about potential ideas for solutions! And second, by asking others for input, you have started getting alignment and support for the new process from stakeholders (who are more likely to get closely involved and be an enthusiastic advocate).
You can try the sample questions below.
Nothing of value is easy to get. Hang in there. Now, you need to define the goals for our goals setting process.This will take some time but it is critical so you can set clear expectations and align measurable goals with those affected. Get yourself and all stakeholders to the answer the questions below:
The company environment and organizational priorities will influence your solution. In this age of Digital, anything that is not Internet-enabled will be difficult to implement, use, and manage. To ensure sustainability and widespread adoption, here are some traits you should consider.
Easy goal creation, tracking, and updates.
As you know goals change regularly to reflect new market conditions. Look for a software or system that allows you to create, edit, and track progress of goals easily.
Goal alignment and visibility.
Work that isn’t aligned to company goals contributes little if not zero value. Look for a solution that clearly rolls individual goals up to team and company goals —and gives managers real-time visibility into those goals and their progress.
You can’t measure success if you don’t have data of goal results. Look for a system that provides easy-to-read dashboards and exportable reports so you can see results, recognize and rewards performance, and make adjustments when needed.
Makes overall sense for your company.
Look for providers that cover your critical needs and understand the importance of good business fit so you can have a scalable and sustainable program to drive business success. Ask if you can do a Pilot test to check the features under the hood and get your stakeholder’s buy-in as well.
Want more tips? Our Performance Management Buyer's Guide tells you what to ask to make sure you’re getting the right solution.
After you have selected your technology solution, you know have the platform and framework for implementing your new goals program. Let’s now get into the details.
Download this worksheet to help determine:
⏰ Frequency of your goal cycles and why🗣 The role 360 feedback will play in your program💬 The frequency of 1:1 conversations about goal progress⭐️ The role recognition will play in your program
Discuss with your advocates and project team members about program mechanics for goal setting and recognition. Don’t forget that recognition of achievements and wins will be an attractive topic for all.
You made it to step 6. Give yourself a pat on the back.
Take a quick break and then open your calendar. You will now need to map out what your goals cycles will look like. Important dates to consider are:
Here’s an example of how we map out monthly goal cycles at CARROTS PH — feel free to use it as a model.
Awesome — you made it to the end of this session. And that was a lot to digest. With our Buyer's Guide and Goals Program Worksheet in hand, you’ve got the resources you need to put together a truly impactful goals program! See you for session 4 to cover getting executive buy-in and communications.
See you soon for session 4!
Type of Goals
Learn about the 2 effective types pf goals and how to use them.
Manager On-boarding and Toolkit
Equip your managers with the right tools.
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