Setting goals and objectives
Posted: Sun Jan 19, 2025 9:56 am
Using last year's review as a general context for the company, it's time to set goals.
Using the SMART goals method
Make your goals specific, measurable, attainable, relevant and timely. Instead of setting goals like “acquire customers,” make them SMART: Increase customer acquisition by 5% month-over-month through online advertising channels.
Use a hierarchical model
First, set goals at the highest level, for example, for the entire organization. Then, break australia accountant email list them down level by level. If the organization's goal is to acquire new customers, this would be broken down into:
Departmental Goals : Marketing goals would focus on increasing impressions, site traffic, and conversions; talent acquisition goals would be about hiring more sales team members; customer success goals would focus on getting more referrals, etc.
Team Goals : Marketing teams would break these down further. The search advertising team would create budgets for each channel and design their campaigns. The content team will plan their resources to generate leads. The social media team will plan for increasing impressions, perhaps with relationships with influencers.
Individual goals : Based on the team's expected results, each team member would set their own goals, such as the number of articles each writer would create or the conversion goals for each campaign.
3. Creation of action plans
Once goals are set, it's time to come up with ways to achieve them, i.e. make project plans.
Structure your projects : Break down your activities into simple, manageable projects. You can build your projects around content creation, social media distribution, email newsletters, etc. You can also create projects for each campaign, event, or milestone.
Here are some sample project plan templates to give you a jumpstart.
Create Tasks : Fill your projects with tasks.
For example, for each campaign as a project, you could have tasks for:
Campaign Ideation
Visual design and advertising material
Copywriting
Publication and distribution
Reuse and redistribution
Reporting
Manage execution : Assign these tasks to the right people. Adjust start dates and deadlines. Mark dependencies, if any.
Using the SMART goals method
Make your goals specific, measurable, attainable, relevant and timely. Instead of setting goals like “acquire customers,” make them SMART: Increase customer acquisition by 5% month-over-month through online advertising channels.
Use a hierarchical model
First, set goals at the highest level, for example, for the entire organization. Then, break australia accountant email list them down level by level. If the organization's goal is to acquire new customers, this would be broken down into:
Departmental Goals : Marketing goals would focus on increasing impressions, site traffic, and conversions; talent acquisition goals would be about hiring more sales team members; customer success goals would focus on getting more referrals, etc.
Team Goals : Marketing teams would break these down further. The search advertising team would create budgets for each channel and design their campaigns. The content team will plan their resources to generate leads. The social media team will plan for increasing impressions, perhaps with relationships with influencers.
Individual goals : Based on the team's expected results, each team member would set their own goals, such as the number of articles each writer would create or the conversion goals for each campaign.
3. Creation of action plans
Once goals are set, it's time to come up with ways to achieve them, i.e. make project plans.
Structure your projects : Break down your activities into simple, manageable projects. You can build your projects around content creation, social media distribution, email newsletters, etc. You can also create projects for each campaign, event, or milestone.
Here are some sample project plan templates to give you a jumpstart.
Create Tasks : Fill your projects with tasks.
For example, for each campaign as a project, you could have tasks for:
Campaign Ideation
Visual design and advertising material
Copywriting
Publication and distribution
Reuse and redistribution
Reporting
Manage execution : Assign these tasks to the right people. Adjust start dates and deadlines. Mark dependencies, if any.