You’ve got a desired end result, however what steps will you’re taking to get there? Aim setting and monitoring are necessary for each private {and professional} success. Targets present path, goal and motivation, whereas monitoring helps with accountability and figuring out roadblocks. Utilizing goal-setting templates and goal-tracking templates will assist ship tasks efficiently and certain preserve you far more organized alongside the way in which.
There are over 100 free venture administration templates for Excel and Phrase out there to obtain proper now on our website. They cowl each part of managing a venture and can be utilized throughout industries. We’ve cherry-picked the perfect free goal-setting templates and goal-tracking templates and listed them under to assist ship profitable tasks.
1. SMART Targets Template
Not all targets are created equal. In case you set unrealistic targets for your self or a venture, you’re setting your self up for failure. As a substitute, be sensible. Utilizing a free SMART goals template for Word is step one to reaching your targets as a result of this goal-setting template ensures that the targets are grounded in actuality. As soon as the targets are set, use this goal-tracking template to make sure you’re assembly your targets.
That is achieved by means of the straightforward strategy of vetting targets. That’s the place the SMART half comes into play. This acronym stands for particular, measurable, attainable, related and time-bound. The goal-setting template is split into three columns. The primary column is for what every letter in SMART stands for. The second column asks a sequence of questions to assist outline that objective as associated to a selected SMART goal. Lastly, there’s an area for solutions. When this course of is full, the targets collected will likely be particular, measurable, attainable, related and time-bound.
2. Strategic Roadmap Template
Setting targets is simply the beginning. Now, these targets have to be communicated to the group chargeable for executing the person duties that may result in reaching these targets. Utilizing this free strategic roadmap template for Excel is a good visible assist for reaching the objective of disseminating the objective throughout the group. This goal-setting template is a robust software to ship long-term technique, key targets, aims and outcomes.
Utilizing this free goal-setting template helps lay out all of the technique components to arrange a company for shifting from the place it at present stands to the place it desires to be at a future date. Having a technique and executing it are two factors which can be very distant from each other. The strategic roadmap template helps fill that hole.
The difficulty with this goal-setting template is that it’s not very collaborative. Challenge administration software program is extra conducive to sharing strategic plans. ProjectManager is award-winning venture and portfolio administration software program that has strong roadmaps that may be shared with groups. Greater than that, we’ve got useful resource administration, time monitoring and process administration options that assist groups attain these targets. Our strong roadmaps view all tasks associated to the strategic objective in a single place the place tasks will be filtered to view that are open. The roadmap highlights key metrics for stakeholders, hyperlinks dependencies, filters for the essential path and units a baseline to trace variance to remain on schedule. Get began with ProjectManager at this time free of charge.
3. SWOT Evaluation Template
You may’t set targets blindly. Earlier than setting targets it’s necessary to grasp the place a company stands. Figuring out the aggressive panorama and the way the corporate matches into it’s important to growing a strategic plan. That’s the place a free SWOT analysis template for Phrase is available in. It’s one other acronym, this one standing for strengths, weaknesses, alternatives and threats. Filling out the goal-setting template helps to collect the info essential to make the following, proper transfer.
This goal-setting template is split into 4 quadrants, one for strengths, weaknesses, alternatives and threats. The left-hand vertical axis is split into two components, one for exterior and the opposite for inner. Throughout the highest axis is a column for optimistic and one other for unfavorable. Then it’s only a matter of inserting the details about the corporate and its opponents into the correct quadrants. This can information the event of a extra impactful strategic plan.
4. Hole Evaluation Template
A gap analysis is a software to collect info that may assist construct an motion plan. The free hole evaluation template for Excel is designed to indicate how a company can transfer from its present state to the specified future state. Use this goal-setting template to grasp the best way to hit a strategic or enterprise objective by figuring out the actions that should happen. Use it for venture administration, enterprise course of enchancment and product administration.
To make use of this goal-setting template, first record the main target areas, corresponding to enterprise processes to enhance or an HR ability hole. Subsequent, decide the present and future state of that focus space. Then, estimate the hole proportion and record the motion gadgets to shut that hole (together with precedence, begin and finish dates in addition to required sources). These motion gadgets will likely be assigned to somebody and a standing column helps monitor their progress.
5. To-Do Listing Template
As soon as targets are set, then comes the true work. Utilizing this free to-do list for Excel is a process administration software that organizes and prioritizes work to make executing that work extra environment friendly and efficient. This goal-setting template collects all of the duties a group member is chargeable for and retains them in a single place, which makes it simpler to handle. It’s additionally a goal-tracking template in that it gives a way of progress as every process on the record is accomplished.
It’s straightforward to get began with this goal-setting template. Simply record all of the duties assigned to a group member and estimate the length of every process, which incorporates the beginning date and due date. As duties are being labored on, set the proportion full with the drop-down menu, which works in 25 p.c increments from zero to 100. Then word the progress and add any notes that don’t fall into the earlier columns.
6. Progress Report Template
Setting targets with out monitoring their progress is a loser’s recreation. One solution to ensure that the precise progress is aligned with the deliberate progress is with this free progress report template for Phrase. A progress report paperwork how far a venture has progressed in opposition to the place the venture plan says it must be at this level. This goal-tracking template captures a snapshot of the venture’s progress inside a selected time-frame to indicate if issues are shifting ahead as deliberate.
This goal-tracking template begins with a abstract to indicate the massive image earlier than diving into the small print that comply with. These particulars embrace all of the duties that have been executed over the interval coated within the progress report, any points that got here up and the cash spent over that point. There’s additionally room to record any accomplishments and anticipated accomplishments that may present up within the subsequent progress report.
7. Standing Report Template
One other goal-setting template is the free status report template for Excel. A standing report is completely different from a progress report. The previous is a broad overview of a venture’s present state, whereas the latter focuses on the venture’s progress over time. Regardless, each are necessary goal-tracking instruments.
This goal-setting template opens with a abstract of the venture, corresponding to its identify, date, venture supervisor in addition to the reporting interval. There follows a abstract of key accomplishments, accomplished work, deliberate work, milestones, deliverables and motion gadgets. Then there’s a rundown of the venture’s well being, such because the budget, schedule, high quality and scope. There may be additionally a threat administration overview and suggestions for going ahead.
8. Necessities Gathering Template
Figuring out the necessities essential to execute a plan is a key a part of reaching one’s targets. Utilizing this free requirements gathering template for Word collects what’s required and communicates that info between the person and developer. The person will present what they require and the developer ensures that it’s all accounted for within the requirements-gathering course of.
The free goal-setting template has a canopy web page that not solely names the venture but in addition has a field that tracks the variations and why adjustments have been made to the necessities gathering template. Subsequent, there’s a bit for the venture plan, its goal, scope and timeframe, with milestones, targets and dependencies. Constraints and restrictions are outlined. Then the necessities are damaged down into seven subsections to seize every thing from person necessities to risk management.
9. Challenge Overview Template
A venture overview is a high-level description of the venture and one of many paperwork used to get a brand new venture began. Use this free project overview template for Word to persuade senior administration of the venture’s viability and to get the venture group on the identical web page when it comes to the targets and aims of the venture.
This goal-setting template captures every thing from the business case, which summarizes the venture and its worth, to the venture deliverables. There’s additionally a bit to seize alternatives and issues, targets and aims and what’s out and in of scope for the venture.
10. Challenge Abstract Template
A venture abstract is a part of a venture proposal, which is used to persuade stakeholders or purchasers that the potential venture is price funding. To realize this objective use our free project summary template for Word. This venture goal-setting template may also be a standalone doc or a part of a venture proposal. Both manner, it’s a complete overview of the venture, briefly acknowledged, however together with key particulars.
This goal-setting template captures necessary info, such because the venture schedule, together with durations, milestones and deliverables. There’s area for the venture price range, which incorporates monetary projections to indicate prices and return on funding (ROI). The useful resource plan is printed and there’s a threat administration overview to indicate how roadblocks and different challenges will likely be handled.
ProjectManager Helps With Aim-Setting and Monitoring
Utilizing these goal-setting templates is useful, however solely to a degree. That’s as a result of all templates, whether or not for Excel or Phrase, are static paperwork. That signifies that every have to be manually up to date, taking groups away from their duties and giving managers information that’s already outdated as soon as added to the template. To leverage a bonus that templates can’t present, use venture administration software program. ProjectManager is award-winning venture and portfolio administration software program that delivers real-time information and has workflow automation with approval settings to make sure high quality deliverables whereas streamlining processes.
Monitor Targets With Actual-Time Dashboards
There are goal-setting templates that may monitor progress and assist make sure that the precise effort is aligned with the deliberate effort. However these templates are all the time a day late and a greenback brief. Get a high-level overview of the venture’s key efficiency indicators (KPIs) with our real-time dashboards for particular person tasks, a program or a portfolio of tasks. Simple-to-read graphs and charts seize time, value, workload and extra, robotically updating as groups log their statuses. Better of all, there’s no prolonged and sophisticated setup wanted as with light-weight options.
Get Extra Particulars With Customizable Experiences
When extra element is required, toggle over to the reporting feature. Experiences will be generated in minutes and present venture or portfolio standing, variance, timesheets, workload and extra. Filter the reviews to go deep into element for managers and their groups or create a extra basic overview that may then be shared with stakeholders to maintain them updated.
Associated Template Content material
In search of extra free templates. Different template roundups acquire free templates round a theme, whether or not that’s change administration, building or venture administration. Under are hyperlinks to these posts.
ProjectManager is on-line venture and portfolio administration software program that connects groups whether or not they’re within the workplace, out within the area or anyplace else. They will share recordsdata, remark on the process degree and keep up to date with electronic mail and in-app notifications. Be a part of groups from Avis, Nestle and Siemens who use our software program to ship profitable tasks. Get started with ProjectManager today for free.
