# Goal Planning Worksheet

Document Sample

```					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

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
   [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
   [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

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