activities for vision & alignment

By the end of vision and alignment planning, you'll have a clear and actionable plan for achieving your bold vision. You'll leave with a renewed sense of purpose and shared understanding with your teams, stakeholders, and customers.

`An activity to plan goals and define success.`

Why try Goal Planning?

Are you looking for a way to define success, align your objectives and commit to your goals?

Activity Objective

When setting goals, it is important to ensure they are realistic and appropriate. Remember to be specific, measurable, achievable, relevant, and time-bound in your goal-setting process.

Templates

Simple Goal Planner: PDF | Digital Whiteboard | Slides | Docs

Goals & Objectives, Objectives & Purpose, Trend Scan Activity Templates: PDF | Whiteboard

Number of Players

1-5 (for larger groups, break people into smaller groups)

Activity Duration

30-60 minutes

Instructions

Step 1: Identify your business challenge. What are you trying to do? What problem are you trying to solve? Write down your challenge in one sentence.
Step 2: Define your SMART goals. What are the specific, measurable, achievable, relevant, and time-bound outcomes that you want to achieve? Use the SMART criteria to write down your goals in one sentence each.
Step 3: Review your goals and objectives. Are they realistic and appropriate for your challenge? Do they align with your vision and mission? Do they motivate you and inspire you to take action? If not, revise your goals until they meet these criteria.
Step 4: Plan your action steps. How will you achieve your goals? What resources and support do you need? What potential obstacles and risks do you anticipate? How will you overcome them? Write down the action steps that you will take for each goal, along with a timeline and a contingency plan.

Check out our blog for reflection questions for teams.

Productivity Tips & Tricks

Simplify your surroundings. Reduce distractions and clutter in your work environment and ensure you have everything you need to focus on your tasks.
Try time management strategies. Use the 80/20 rule to prioritize tasks, manage time, and avoid procrastination.
Use the SMART framework. Set specific, measurable, achievable, relevant, and time-bound goals. This will help you clarify your intentions, track progress, and evaluate your results.
Break down your goals into smaller steps. Divide your big goals into smaller and manageable subgoals you can accomplish in a shorter time frame. This will help you stay motivated, focused, and organized.
Use task management software. Use a tool like Asana, nTask, or Trello to plan your projects, assign tasks, set deadlines, collaborate with others, and monitor your productivity.
Review your goals and objectives regularly. Check your goals and objectives periodically to see if they are relevant, realistic, and aligned with your vision. Adjust them if necessary and celebrate your achievements.
Find motivators that will keep you on track. Identify what drives you to pursue your goals and use them as incentives to keep going. For example, you can reward yourself with something you enjoy after completing a task or a goal.

Goal Planner