Goal #

• Are the goals you have selected the highest priority based on business needs? 

• Will the goals take the business up to a new level?  Are these goals new initiatives never done before?

• Have any key performance deficits been identified? 

• Are your goals realistic when tested against the facts? 

• Do you have solid assessment data for making decisions?

(State as Specific, Measurable, Attainable, Relevant, Timely)

 Benefits of Achieving This Goal

 For Me:

• What are the probable rewards, tangible and intangible, associated with your goals?

Benefits of Achieving This Goal

 For My Organization:

Obstacles to Achieving This Goal 

• What assessment information can be used to pin-point potential threats to the action plan?

• For example, how can you achieve goal X if there is no budget for it?

 Solutions to the Obstacles

• Your assessment results may provide the information necessary to find solutions to barriers or threats.

Action 
Steps

• You achieve a goal by undertaking certain tasks and activities that involve performing in new or different ways. List the action steps in this column.

Revenue
Potential

• What is the revenue payoff from each action?

Progress    Measures

• The methods and tools from your initial assessment can inform you how progress is to be measured

Change   Partners

• Who do you require assistance from to achieve these goals?

• What is in it for the partners you need assistance from? 

Target Due
Date

• Interim and final due dates.
  
   

Brian Harrison Smith's Strategic Work Planning Template is based on materials originally published by Susan Battley, who wrote a book on Executive Coaching entitled Coached to Lead.