Goal Planning Worksheet

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Goal Planning Worksheet Powered By Docstoc
					This worksheet is designed to help a business determine whether a certain goal is
feasible. The worksheet should be used to plan and define specific business goals for a
company and helps make the determination whether it is even possible to achieve a
certain goal. This document is ideal for small businesses and other entities that want
help determining whether a certain goal is feasible or possible.
                            Goal Planning Worksheet

                                                  April 30, 2013


     (Instructions for completing this worksheet are provided in gray text and enclosed in brackets.
     Highlighted text should be replaced with your own information. Some sections may also include
     examples, which will be in black italicized text. All gray and italicized text should be deleted prior to
     publishing this document.)



Change Date    Created By        Approved            Version #      Description




     © Copyright 2011 Docstoc Inc.                                                                    2
    Goal Planning Worksheet
    (Instructions: Use this worksheet to plan and define each business goal. Example information to be
    replaced with your goal information is highlighted in yellow.)
       [Goal Title: The first row of the worksheet contains the goal title. Replace the yellow highlighted text
        with your own goal title.]
       [Step 1- Define the Goal: Provide a brief summary of the goal. The goal must be specific enough to
        be measured, such as "Increase profits by 5% in the next 12 months."]
       [Step 2 - Identify the Measurable Expected Results: Identify the expected measurable results of this
        goal, such as "A profit increase of 1% in 2 months, 2% in 5 months, 3% in 7 months, 4% in 9 months,
        and 5% in 12 months."]
       [Step 3 - Determine if Goal is Attainable/Reasonable: Provide information as to why it is believed
        that the goal is attainable and/or reasonable. For example, define how a profit increase of 5% is
        realistically possible in the next 12 months.]
       [Step 4 - Identify How the Goal is Relevant to Business: Analyze the goal, as defined in step 1, to
        determine if it is relevant to the business. For example, define how a profit increase of 5% is relevant
        and helpful to the business.]
       [Step 5 – Define the Goal Timeline: Identify the timeline of the goal, both the start and completion
        dates.]
       [Step 6 – Set Goal Review Date(s): Identify the dates in which the goal is to be reviewed to ensure the
        expected results are being met, if the goal is still attainable/reasonable, if the goal is still relevant to
        business, and if the timeline is still applicable. Make changes as needed to the worksheet during the
        reviews.]

                                          Increase Profits (Example)
          Step                                                       Input
1 - Goal Definition         Increase profits by 5% in the next 12 months

2 - Measureable Expected    Profit increase of 1% in 1 month
Results                     Profit increase of 2% in 5 months
                            Profit increase of 3% in 7 months
                            Profit increase of 4% in 9 months
                            Profit increase of 5% in 12 months

3 - Reason this Goal is
Attainable / Reasonable     Based on the prior year, increased profits of 3% and improvement in the local
                            economy, it appears that the goal of increasing profits by 5% in the next 12 months is
                            both attainable and reasonable at the time this worksheet was developed.

4 - How is this Goal        The goal of increasing profits by 5% in the next 12 months will allow us to start
Relevant to Business        investing in another location.

5 - Goal Timeline           Increase profits by 5% between 1/1/12 and 12/31/11

6 - Goal Review Date(s)     Goal review dates set for 3/31/12, 6/30/12, and 9/30/12




    © Copyright 2011 Docstoc Inc.                                                                      3

				
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Description: This worksheet is designed to help a business determine whether a certain goal is feasible. The worksheet should be used to plan and define specific business goals for a company and helps make the determination whether it is even possible to achieve a certain goal. This document is ideal for small businesses and other entities that want help determining whether a certain goal is feasible or possible.
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