2020 Annual Goals Template


I’ve created a very effective (tested and proven) four-step process that can be done in one sitting or several sessions. You can do it yourself, share it with your leadership team or have them participate using your goals as their guide.

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2020 Reflections and New Directions: Goal Setting in January

While best practice says we should get our goals done before the new year, this is not always possible and not always “best”.

Here’s why January is also a great month for goal setting:

  • It’s dark, cold and rainy…good for introspection
  • The guests have departed so things are relatively quiet…good for clearing the mind
  • The New Year is still a pup…good for imagining the future
  • Everyone is back from vacation…good for being present, energized and accountable

Every year I do goal setting with my CEOBoard, Athena Group and private clients before the winter break. Well sort of. We try...

Not surprisingly this doesn't work for everyone. Some CEOs don't have the right people available in November/December. Some have openings in key positions or critical leaders out on vacation. Some have big year-end initiatives that suck time and attention causing future pacing to fall flat in the face of present needs. For all these reasons, goal setting at year-end doesn’t always work.

While big companies and some mid-size companies have well honed annual and quarterly goal setting and reporting cadences with continually updated OKRs, KPI metrics and goals for each department, this is often not the case with smaller companies.

The gold standard of year-end planning and quarterly monitoring is hard to achieve and even harder to maintain.

If your company still has a ways to go to define and align your 2020 goals, no worries!

The best place to start is where you are right now.

I’ve created a very effective (tested and proven) four-step process that can be done in one sitting or several sessions. You can do it yourself, share it with your leadership team or have them participate using your goals as their guide.

Plus…this process invites you to incorporate your core values into your annual goals.Your values are the secret sauce that will ignite and focus your company all year long. They will determine whether you and your team will actually do what you say you will do.

If you haven’t dug deep on Values, read my article on Why a Values Based Business Beats the Competition Every Time and then use the How to Create Your Values Exercise to develop a set of meaningful Core Values for your business.

Even if you have yet to nail your Core Values, now is the time to map out your 2020 goals by using this Annual Goal Setting Exercise. You can go back and fold in your Values in the months ahead.

Here’s a sneak peek into how to do a powerful Annual Goal Setting Process:

Step One: Reflect on 2019 and mark your meaningful accomplishments, tough failures and important learnings.

Step Two: Write down the accomplishments you want to augment or amplify and the things you want to fix, change or delete.

Step Three: Using your insights from Steps One and Two, define your 3 - 5 goals for each area of your business.

Step Four: Define your next steps and actions to be completed in Q1.

To get started and stay organized, download my Annual Goals Exercise Template. Then block time on your calendar to complete each section.

In my groups and coaching sessions we usually find that 60 - 90 minutes is plenty of time to develop a solid first draft.

Feel free to reach out to me if you have questions or need help! I am happy to get on a call, hear where you’re stuck and help you get back on track.

Here’s to your most meaningful and impactful year ever!

Barbara

[email protected]


The C-SuiteSkimm is a weekly brief for CEOs and business owners delivering essential news, trends, tips and the occasional "ya-can't-make-this-*[email protected]$#!"-up" story. Go here to get this fun, fast, high-value read delivered to your inbox every Sunday.

For CEO coaching and private guidance: email [email protected] or visit my site.

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