In order to achieve corporate goals, it is important for each employee to set goals and stay motivated while working.
However, many employees may be concerned that they do not know how to write an effective goal setting and management sheet.
In this issue, we will focus on how to write a goal management sheet and set objective, free templates that can be used for below people.
- “I do not know how to write a goal management sheet.”
- “I want to manage the goal or objective correctly.”
- “I have been using a goal management sheet, but it is not very effective.
If so, this article will help you to get the hang of how to create a goal management sheet based on examples and template, so you can easily create an effective goal management sheet.
Contents
- 1 What is a Goal Control Sheet?
- 2 How to write a sheet for MBO and set goal by job category
- 3 Free goal management sheet templates (Excel)
- 4 What are the tips for creating a goal management sheet?
- 5 What is the key to effectively using goal management sheets?
- 6 Tools for Creating and Managing Goal Management Sheets
- 7 Summary of goal management sheet templates
What is a Goal Control Sheet?
A goal management sheet is a document that documents achievements and goals and measures the degree of achievement, and is based on a goal management system called MBO (Management by objectives).
The goal management system is an organizational management method proposed by Peter F. Dragger, an American management scholar. It became widespread with the spread of performance-based management and is now adopted by many companies.
By using goal management sheets, employees’ goals and progress can be managed efficiently.
How to write a sheet for MBO and set goal by job category
Here, we introduce how to write a goal management sheet and example sentences for each type of job. If you do not know how to write them, refer to them for your information.
- Sales
- Human Resources
- Technical positions
Salespeople can easily quantify their goals, so it is a good idea to include specific numbers in your goal management sheet.
Since human resources involves many qualitative tasks that cannot be quantified, it is important to establish clear evaluation criteria so that the evaluation is fair even for qualitative goals.
Since it is difficult to set numerical targets for technical positions, set goals for contribution to projects, skill improvement, and customer satisfaction.
As you can see, the way to set goals differs depending on the type of job, so learn to write in a way that is appropriate for your position.
Free goal management sheet templates (Excel)
Here is a template for a goal management sheet provided by Smartsheet. By using the template, you can shorten the time required to create a goal management sheet and improve the efficiency of managing your objective.
Smartsheet provides various goal setting templates such as daily, weekly, monthly, SMART, action plan and so on. As you can use these templates without subscription, you will be able to manage goals and objectives smoothly.
What are the tips for creating a goal management sheet?
This section provides tips for creating a goal management sheet. Note that if you are not aware of the following tips, you may not be able to create a goal management sheet successfully.
(1) Are the policies correct?
Before creating a goal management sheet, make sure that there are no policy gaps between the supervisor and the subordinate.
Differing perceptions and policies between supervisors and subordinates can lead to a decrease in motivation. Since a lack of motivation is detrimental to achieving goals, it is important to actively communicate with each other to ensure that both parties’ perceptions are in line with each other.
Therefore, communicate well on a regular basis to ensure that you are on the same page.
(2) Is the difficulty level of the goal appropriate?
Determine whether the difficulty level of the goal is set appropriately.
Extreme goal setting risks leading to low motivation and a lack of willingness to grow. Consider the employee’s level and set optimal goals that are neither too high nor too low.
In light of the above, it is important to determine if the difficulty level of the goal is set within the range that “can be achieved with hard work”.
(3) Are they written quantitatively?
When creating a goal management sheet, make sure that it is written quantitatively.
Qualitative goals cannot be evaluated numerically, so the evaluation criteria will be ambiguous. On the other hand, quantitative goals are based on specific numerical values to determine whether the goals have been achieved, allowing for fair and objective personnel evaluations.
To ensure fair and equal evaluation, it is important to set quantitative goals on the goal management sheet. In the unlikely event that it is difficult to set quantitative goals, such as for clerical or technical positions, it is a good idea to set a goal of “completing the work within ×× minutes.”
What is the key to effectively using goal management sheets?
Here are 2 key points for effectively using the goal management sheet. It is important to understand these points, as they are essential to achieving your goals.
- Check the progress status
- PDCA cycle
In order to achieve goals, it is necessary to make future plans in light of the progress status. Therefore, make sure that the information can be viewed in real time and that anyone can immediately grasp the current status.
By repeating the PDCA cycle, you can discover issues and areas for improvement, which can then be used for the next action or to improve your problem-solving skills.
As mentioned above, the goal management sheet is not the end of the process, but rather an effective tool for monitoring progress and implementing the PDCA cycle.
Tools for Creating and Managing Goal Management Sheets
The following is a list of tools useful for creating and managing goal management sheets.
You can use templates to create your goal management sheet more efficiently. It is important to share the sheets within the team to check the progress and review them using PDCA (Plan-Do-Check-Act).
However, if target management sheets are managed in Excel files, it is difficult to know where the information is and it is troublesome to search for it. Therefore, introduce a notebook-type tool that allows information to be managed in folders for each individual.
In conclusion, Stock is the best choice for creating and managing goal management sheets, as it is the easiest way to stock information and share it with your team.
Information in “Note” of Stock can only be shared with any member of the team, and can be easily created and shared by using the Template function to call up a template for a Goal Management Sheet. In addition, “messages” are associated with the notes, allowing for smooth communication.
The simplest tool to stock information "Stock"
https://www.stock-app.info/en/
Stock is the simplest tool to stock information. Stock solves the problem, "there is no easy way to stock information within the company".
With Stock, anyone can easily store all kinds of information, including text information such as requirements, images, and files, using the Note feature.
In addition, by using the "Task" and "Message" functions, you can communicate with each topic described in the Note, so that information is not dispersed here and there and work can always be carried out in an organized manner.
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- A tool for companies that are not familiar with ITYou don't need to have any IT expertise to get started.
- Simple and usable by anyoneStock is so simple that anyone can use it without any unnecessary features.
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＜Stock's pricing＞
- Free plan ：Free
- Business plan ：$5 / User / Month
- Enterprise plan ：$10 / User / Month
*Minimum number of users: 5 users
Summary of goal management sheet templates
We have focused on how to write a goal management sheet, templates, and tips for effective use.
If you want to create a goal management sheet efficiently, a template will help you. And in order to achieve goals, progress reports and reflections after creating a goal management sheet are indispensable.
However, we do not recommend managing by Excel, which is often used, because the information is easily mixed up. Therefore, instead of managing by files as in Excel, it is recommended to introduce a tool that separates information by folder for each employee so that it is easy to see at a glance who’s information is where.
In conclusion, the best tool for creating and managing goal management sheets is the “Stock” tool, which allows you to easily stock information and share it in real time.
Free registration only takes a minute, so using Stock to properly create and manage your goal management sheets.
