Goal Setting Meeting Template - Docket
Team Meetings

Goal Setting Meeting Template

Teams can conduct and facilitate a goal setting meeting with their teams to set better goals and objectives for the year, quarter, or month. Use this free goal setting meeting template to help set clear and transparent goals.

goal setting meeting agenda template

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How to Set Goals in the Workplace

When we talk about goals in the workplace, managers need to concern themselves with three types: the business’s overarching goals, an employee’s goals with the company, and an employee’s personal goals. For each employee, consider it as a pyramid — employees want to align themselves with the business, but not to their own detriment. If the company can align itself with the employee’s goals, both will be more likely to succeed. A goal-setting meeting template or goal-setting worksheet can help.

At its core, a goal-setting meeting is about alignment. Let’s consider performance goals for employees examples. The company wants to improve revenue, so it wants employees to work harder. But employees need a reason for working harder — such as bonuses that will improve their personal lives. So a list of performance goals and objectives for employees must be married with incentives.

Part of setting goals is not only understanding what drives employees but also the rationale behind the strategy. Meetings can help both managers and employees connect regarding goals, find common ground, and remain focused and directed.

Goal Setting Questions for Managers

Before meetings, managers can go over employee goal setting examples or goal setting for managers examples to dig deeper into what is expected. When it comes to performance goals for managers, it’s important to not fall into the trap of continually increasing expectations for employees without increasing incentives — this can make employees feel alienated.

A goal-setting questionnaire is often a good place to start. Some questions include:

  • Where do you see yourself in the next five years? Do you think that you’re moving toward these goals? Why or why not?
  • What support would you like to see offered by the company? Are there things you think could be streamlined or optimized so you could do your job better?
  • What do you think is your greatest challenge to achieving your goals? Are they something that we can tackle together?
  • What personal or professional goals do you hope to achieve with the company? How do you think you could move toward that?
  • What would you say the company’s top priority is? What do you feel is your role in this?

These alignment questions help managers open goal-setting communication to employees with personal goal-setting questions. From there, managers can look forward to assisting employees to achieve goals by fostering a goal-oriented culture.

Many of these questions are intentionally designed to be open-ended. Open-ended questions are far more likely to inspire an open conversation that then turns into something functional, actionable, and collaborative. At the same time, it’s important to remain on topic.

For example, an employee might attend a goal-setting workshop and confide that they would like to spend more time at home. The answer might be a promotion into a different department, which they could work toward with continued education and seniority. A planning and goal-setting meeting can help inspire them and keep them on track.

Motivation and goal setting doesn’t come naturally to everyone. There will always be employees who are simply concerned with meeting goals at work. Smart goal setting tailors itself to the employee. And a goal-setting meeting with manager staff should also be defined in the context of whether the employee is fulfilling their duties.

Goal Setting Meeting Template

A goal-setting meeting template can help managers improve the productivity of their meetings. It might include a goal-setting questionnaire for employees, discussion questions about goals, and open-ended questions about goals. Likewise, managers might want to look into how to facilitate a goal-setting session and how to tackle difficult goal-setting conversations with employees.

Managers must know how to set goals in the workplace and how to follow up on them. A goal-setting meeting with employees is just the start — managers will need to keep track of employee goals and help them succeed.

If you’re looking into preparing for goal-setting meetings, a meeting goals template can help you set a consistent example of goal-setting questions for managers. Most importantly, managers need to take the time to listen to their staff and what they need from them. It’s a manager’s job to get employees the reasonable things they need to get their job done and keep them on course with their career track.

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