Goal Planning

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“Setting goals is the first step in turning the invisible to the visible”. Tony Robbins

Goal Planning is a process that helps organizations ensure that all employees are aligned and working on the things that matter most. This process also bridges the strategy and execution gap and drives success. An agreed-upon goal plan provides the framework for accountability and promotes on-going conversations throughout the year. These regular conversations help you stay on the path to success.


Depending on the length of your meeting, you may decide to break up this discussion into two – one to discuss performance goals and the other development goals. Adjust the template below as required. As you discuss each question, check the box and capture important information in the notes section of Dabra. At the end of the session, you should have the relevant information necessary to set your performance and personal development goals. Remember, your professional development goals should align with your career goals/path, therefore Dabra recommends that you have a career conversation discussion if you haven’t already done so.


Performance Goals

  • Discuss goal planning process and timeline
  • Discuss organization’s mission, strategic direction and current year’s targets/goals
  • Share team’s top priorities and goals
  • Identify the top 3 – 5 priorities to define your business goals
  • Review the link between work and the company’s objectives


Personal Development Goals

  • Discuss the importance of continuous learning and a growth mindset
  • Explore training resources (e.g. Learning2Go) and programs in LOB
  • Define key competencies to be developed to achieve goals
  • Discuss potential projects/work that will offer development opportunity


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