Goal planning is one of my favorite things to do throughout the entire year. But when it comes to the end of the year, I love reflecting and seeing just how many goals that we as a company and I personally was able to cross off. I have two long lists of professional and personal goals.
And thanks to my Business Woman’s Circle, that I’ve been apart of over the years, I’ve figured out how to break those goals down into action plans so the top, big goal doesn’t feel quite so overwhelming.
We met as a team at the end of 2019 to go over the past, think forward to the future and come up with our 2020 goals and just how we’re going to achieve them. Today I want to walk through the exercise we did if you’re looking for ways to create your action plan to achieve your business goals.
What Worked in 2019
I love to storyboard when it comes to goal planning, especially when it’s with a team. Being we always have Builder Paper on hand, that’s what we used to roll out in long sheets and hang on the wall. But any large sheets of paper will do just fine. Then, grab your markers and get ready to let those thoughts pour out.
The first thing we thought about and walked through was, what worked in construction2style in 2019?
First things, anything that pops into your mind write it down. I told our employees, don’t overthink it, nothing is off the board…whether it was with clients, internally, personally but affected work, etc. Jot it down. And try not to read what your co-workers are writing either. It’s ok to overlap ideas, that’s when you know it’s a strong idea!
Now, Answer Why?
Where Did We Miss the Mark?
Answer Your Why?
Think about why you missed the mark or where goals fell short and answer the things you just wrote down.
This is about the time your mind will really start to think a bit deeper and realize why something was successful or why it failed.
Talk Through This
Now, as a team, talk through this. Each of us on our team walked and talked us through the good and the bad and the why, and we had a group discussion around it.
These first few exercises are just to get your mind flowing and opened up to think a bit deeper when setting your upcoming goals and to be more intentional.
The Sky is the Limit
Pull out that third sheet of paper and on here, title it: “Where do you want to go? The sky is the limit!”
Here, have everyone (without over-analyzing and overthinking) jot down all the things they want to do if the sky were the limit. Whether that’s making a certain amount of money, building their team, working remotely, or as Jamie put it, “Playing golf and drinking beer every day!” Ha! As I said, nothing should be off-limits.
Have everyone dream big and jot it down!
Circle SMART Goals
Now go back to sheet three and circle all of the things that are jotted down that are SMART (Specific, Measurable, Realistic, Time Orientated) goals, even if it’s just one of the four. Talk through these as a team and now define them to make into SMART goals and actionable items.
For example, I had a goal of adding more tutorials to our website. Then we went back and added to it by saying how many tutorials and by when. In the end, I said throughout 2020; I want to add 24 tutorials. We now had ourselves a SMART goal, it was specific, we could measure it, it was realistic as that would become two tutorials per month and by the end of the year, being time orientated, we would complete our overall goal.
Breakdown your SMART Goals
Then on the first tab, list ALL goals, what quarter you want the goal completed by, who is in charge to get this accomplished. Since we want to cross off a weekly goal each week, we had a column that said, “follow up weekly.” Then at each team meeting, we can quickly see if the action (that I’ll talk about next) was taken care of the week prior.
Here’s just an example of 6 of the 50 goals that we have jotted down on this spreadsheet. Sort the spreadsheet by “End Goal by?” to group them by the quarter you want them completed.