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Goal Setting & Tracking Sheet

Brought to you by Botanical
Successful businesses thrive on clear goals. These goals provide direction, motivation, and a clear way to measure progress. This sheet serves as a comprehensive guide to set, track, and reflect on business goals, ensuring alignment with overarching objectives and a purpose-driven path to success.

Steps for Effective Goal Setting & Tracking:

Goal Definition:
SMART Criteria: Make sure each goal is Specific, Measurable, Achievable, Relevant, and Time-bound.
Table for Goal Setting:
Goals
0
Goal
Specifics
Measurement Criteria
Deadline
There are no rows in this table
Breakdown & Milestones:
Decompose: Break each goal into smaller tasks or milestones.
Table for Milestones:
Milestones
0
Goal
Milestone
Expected Completion Date
There are no rows in this table
Tracking & Monitoring:
Regular Updates: Update progress on tasks and milestones regularly.
Table for Tracking:
Tracking
0
Date
Goal
Milestone Completed
Notes
There are no rows in this table
Review & Reflect:
Periodic Check: Monthly or quarterly, review progress towards each goal.
Adjust & Adapt: Make necessary adjustments to approach or even the goals based on insights from tracking.
Celebration & Iteration:
Acknowledge Achievements: Celebrate milestones and goal achievements to boost morale.
Learn & Iterate: Reflect on completed goals, learn from the outcomes, and set new, refined goals.

Additional Resources:

Books:
Measure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRs by John Doerr.
The One Thing: The Surprisingly Simple Truth Behind Extraordinary Results by Gary Keller and Jay Papasan.
Videos:

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