Goal Setting Template

Use this template to review the progress of an employee’s monthly, quarterly, or annual goals.

Goal Setting 📝

→ Reflections: 

  • Share some highlights from last month/quarter/year.
  • What accomplishment are you most proud of so far?
  •  What other projects or tasks would you like to work on?

→ Plans: 

  • What are your goals for the upcoming month/quarter/year?
  • What inspired these goals?
  • What can you start/stop/keep doing to reach your goals?

→ Alignments: 

  • Do you feel your short- or long-term goals are attainable and realistic?
  • Who here do you lean on to help set short- or long-term goals?
  •  How can you contribute to other projects or tasks for which our team is responsible?