Create a Quarterly Goal Board to Keep You on Track

Have you ever set a goal, written it down somewhere on your computer, then promptly forgot about it?

Or is that just me?

If that’s happened to you, try creating a physical goal board that you can hang in your office to keep you on track.

Creating a board will help…

• Make your goals specific and quantifiable

• Keep your goals top of mind every day

• Create accountability between team members

• Make it fun to see your progress each week

Here’s what our goal board looks like:

How to Set Your Goals

Our team gathers for a full day at the beginning of each quarter to review our progress from the last 3 months and set our goals for the next quarter.

Our next quarterly review day will look like this:

• Review statistics and accomplishments from last quarter

• Check to see if we met company and personal goals

• Set company goals for the upcoming quarter

• Team lunch

• Alone time spent setting individual personal goals

• Record all of the goals on the goal board

Company Goals

If you’re looking for a better way to set company goals, read my post about Fix This Next. The Business Hierarchy of Needs is a great tool that will help you choose what to focus on next.

Individual Goals

Make sure to check in with each of your team members before asking them to set their own goals. That way they’ll have individual feedback and company goals in mind when they set their personal goals for the upcoming quarter.

Creating your board

We ordered this board from Etsy and these chalk markers from Amazon to match our office. But don’t let finding the perfect goal board distract you. You can do the same thing on a whiteboard, poster board, or an oversized piece of paper.

At the top of the board break down your company goals into segments that you can check off or fill in as you make progress.

A great example of this is the classic fundraiser thermometers you see non-profits use from time to time. You could also use checkboxes, pie charts, or bar graphs.

Below the company goals, create a list of goals for each of your individual team members. Keep these bigger-picture and try to limit it to 5 items per person to keep things focused.

Now hang the board in a prominent place in you workspace and record your progress throughout the quarter.

One thing’s for sure—this goal board will be harder to forget than a document on your computer!

Now get out there and crush some goals!