OnStrategy provides two different views to help you build out your goals. Use what works best for you. There is an Org. Function view and an Outline view (image below). Remember to use the resources in the More Info section.
Cascade your goals to the level that makes sense for you and your team to implement the plan. For some that may mean cascading all the way down to Team Member Action items. For those individuals that are newer to strategic planning, it may mean starting with Organizational Goals only.
Some content pulled from the More Info section in system:
- Long-Term Strategic Objectives: Long-term, broad, continuous statements that address all areas of your organization. If you have a five-year vision, these would be three- to four-year intermediate guideposts on the way there. In what areas will we continue being actively involved in for the next 5+ years? What areas do we need to be involved in to reach our vision? What areas do we need to be involved in to accomplish our mission?
- Organization-Wide Goals: Organization-wide goals are annual statements that are specific, measurable, attainable, responsible and time-bound. These are outcome statements expressing a result expected in the organization. They answer the question, "What is most important right now to reach our long-term objectives?"
- Short-Term Goals and Action Items: Short-term goals and action items support the accomplishment of the annual goals and align with individual performance plans. They answer the question, "Who must do what by when?" Goals at the manager and individual level should clearly explain who is doing what by when with a clear deliverable.