WEBINAR

28 %higher same-year operating

margin (this is a big deal).

3x higher than peer companies

And…

Goals Are Tools

People and companies with goals are FAR more successful.

Define Goals

Triage Priorities

Get Right Work Done

Report Progress

Provide Feedback

Management Fundamentals Continuously align team and effort to goals of organization

Define Goals

Get Right Work Done

Provide FeedbackTriage Priorities Report Progress

Companies fail to achieve strategic goals 70%of the time

Define Goals

Triage Priorities

Get Right Work Done

Report Progress

Provide Feedback

7%understand goals

76%use To Do lists

13%really engaged

70% of managers time

8%say reviews work

A simple truth:

Your team can't achieve a goal it doesn’t know about.

Goals Enhance Decision Making

Achieving Them

Enhances Careers &

Satisfaction

You Have to Set Goals

to Achieve Them

Does

method

matter?

SMART

MBOs

OKRs

KPIsLMNOP…

Stretch PeoplePush people to greatness but not be beyond their reach.

Not too easy, not too hard...

Easy goals don't engage

people in achievement.

Impossible goals demoralize

people and sabotage the long

term.

Inspire People

Tap into and create ASPIRATIONS

Energize people

Provide the purpose for work

Inspire the extraordinary

Inspiration Sample

Marketing: Massive mindshare for a massive

product launch

IT: Transform Business Perception of IT

Finance: Employees and exec LOVE the new

expense system

Define Success

Key metrics

1. When will you achieve the goal

2. Quantified target for achievement

3. What, who and how you will measure

Balance metrics to get right results; most

subjective goals can be made objective.

Sample MetricsMarketing: Massive mindshare for a massive product launch

10,000 retweets

2,000 qualified leads

12 press mentions/week this quarter

IT: Transform Business Perception of IT

80% system use 90 days post deployment

Reduce overhead cost/employee 15% by year end

90% of GMs rate service level 4 or better

Finance: Employees and exec LOVE the new expense system

Less than 10 user errors reported in first quarter

Reimbursements average < 7 days

Sign offs ave < 48 hours

Sample MetricsMilestone completion

• Measure execution progress

• Monitor budget or run rate

Skill building and subjective targets

• Read or complete learning modules

• Self assess competency at 80% of “expert”

• Self assess monthly to reinforce intentions

Less is More

Goals focus attention and clarify priorities.

Break annual goals into chunks

Create presence

Galvanize execution

Reduce risk of failure

The Pit of Distraction

The 3 Second Rule

People should be able to find

the goals in 3 seconds.

Email is competing with goal achievement, so

make goals as present as the inbox. It should be

as easy to find and work on truly important

things as it is the last incoming message.

Align Actions to GoalsIt takes discipline, but it’s the job:

Define the work needed

Drive consistent execution

Hold people accountable

Model the behavior you seek

Frame The Choices

Celebrate Victory OftenCelebrate incremental wins to build early

momentum – what’s accomplished rather

than yet to be done.

Satisfaction is a powerful motivator.

83 % say RECOGNITION is

more important than compensation

Workboard Goals & Metrics• Set goals and metrics for your

teams

• Align workstreams and actions to goal achievement

• See goals up and down the organization

• Get instant visibility to progress and risk to goal

Discussion

Your challenges and process breakdowns?

Your best practices and wisdom?

Leaders’ Checklist

Don’t let perfect be the enemy of good

Set and communicate goals – 3 second rule

Define balanced metrics

Ensure actions to achieve goals are clear, owned and executed

Prioritize ruthlessly and relentlessly

Stay tuned in to metrics and actions WoW and MoM

Lead the way through your actions

Lead the Way with Workboard

Goals & Metrics

Actions Required

Progress Accountability

Feedback & Reward

Lead the Way with Workboard

Goals & Metrics

Actions Required

Progress Accountability

Feedback & Reward

Get Workboard free today and achieve great results!

www.workboard.com