Setting Clear Goals for Team Projects

One of the hardest balances to master as a leader is staying informed about your team’s work without crossing the line into micromanaging them. You want to support them, remove roadblocks, and guide outcomes without making them feel like you’re hovering. Here’s a framework I’ve found effective for maintaining that balance: 1. Set the Tone Early Make it clear that your intent is to support, not control. For example: “We’ll need regular updates to discuss progress and so I can effectively champion this work in other forums. My goal is to ensure you have what you need, to help where it’s most valuable, and help others see the value you’re delivering.” 2. Create a Cadence of Check-Ins Establish structured moments for updates to avoid constant interruptions. Weekly or biweekly check-ins with a clear agenda help: • Progress: What’s done? • Challenges: What’s blocking progress? • Next Steps: What’s coming up? This predictability builds trust while keeping everyone aligned. 3. Ask High-Leverage Questions Stay focused on outcomes by asking strategic questions like: • “What’s the biggest risk right now?” • “What decisions need my input?” • “What’s working that we can replicate?” This approach keeps the conversation productive and empowering. 4. Define Metrics and Milestones Collaborate with your team to define success metrics and use shared dashboards to track progress. This allows you to stay updated without manual reporting or extra meetings. 5. Empower Ownership Show your trust by encouraging problem-solving: “If you run into an issue, let me know your proposed solutions, and we’ll work through it together.” When the team owns their work, they’ll take greater pride in the results. 6. Leverage Technology Use tools like Asana, Jira, or Trello to centralize updates. Shared project platforms give you visibility while letting your team focus on execution. 7. Solicit Feedback Ask your team: “Am I giving you enough space, or would you prefer more or less input from me?” This not only fosters trust but also helps you refine your approach as a leader. Final Thought: Growing up playing sports, none of my coaches ever suited up and got in the game with the players on the field. As a leader, you should follow the same discipline. How do you stay informed without micromanaging? What would you add? #leadership #peoplemanagement #projectmanagement #leadershipdevelopment

Are you part of a real team? Or do you sometimes feel isolated, unclear, and disconnected, even though you're surrounded by colleagues? Early in my career, I naively believed that assembling a group of high performers automatically equated to a high-performing team. But reality proved otherwise. Instead of synergy, I witnessed friction. The team wasn’t meshing; it was like gears grinding without proper lubrication. Each high performer, while brilliant on their own, seemed to have their own agenda, often pulling in different directions. The energy and time spent on internal friction was enormous, and the anticipated results? Well, they remained just that – anticipated. It was a stark realization that a team's effectiveness isn't just about individual brilliance—it's about harmony, alignment, and collaboration. With our workplace becoming increasingly diverse, dispersed, digital, and dynamic this is no easy feat. So, in my quest to understand the nuances of high performing teams, I reached out to my friend Daria Rudnik. Daria is a Team Architect - specializing in engineering remote teams for sustainable growth. She shared 5 key insights that can make all the difference: 1. Define a Shared Goal ↳Why? A team truly forms when united by a shared goal that can only be achieved together, not just by adding up individual efforts, ↳How? Involve the team in setting a clear, measurable goal at the project's start. Regularly revisit and communicate this goal to keep everyone aligned and motivated. 2. Cultivate Personal Connections ↳Why? Personal connections hold a team together, boosting trust, support, and understanding for a more productive environment. ↳How? Begin meetings with a social check-in. Let team members share updates or feelings, enhancing connection and understanding. 3. Clear Communication ↳Why? It’s the backbone of a successful team, preventing misunderstandings and building trust. ↳How? Hold regular team meetings and check-ins. Ensure a safe environment for expressing thoughts and concerns. 4. Defined Roles and Responsibilities ↳Why? Clear roles prevent overlap and ensure task coverage, giving a sense of ownership and accountability. ↳How? Outline everyone’s roles at the project's start, ensuring understanding of individual contributions to overall goals. 5. Provide Regular Feedback and Recognition ↳Why? Feedback clarifies strengths and areas for improvement. Recognition boosts morale and motivation. ↳How? Hold regular, constructive feedback sessions. Publicly recognize and reward achievements. Remember, 'team' isn't just a noun—it's a verb. It requires ongoing effort and commitment to work at it, refine it, and nurture it. 👉 Want to supercharge your team's performance? Comment “TEAM” below to grab your FREE e-book and learn how to 𝐀𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐞 𝐘𝐨𝐮𝐫 𝐓𝐞𝐚𝐦'𝐬 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 in just 90 days, courtesy of Daria.

If you want to become a better manager overnight,  I would teach you this one skill: Setting Clear Expectations Why?  It is the single highest leverage activity you can do.  And nearly everyone leading a team does it poorly.  Or not at all. 📌 If you're the Manager: Setting expectations is your number 1 job. Your team will never meet your secret expectations.  Despite their effort, they're always falling short. The vicious cycle builds massive frustration. 💡 The Solution: Make Expectations Explicit - Agree on the What & When (SMART goals or OKRs work) - Agree on How (process, tech, budget, culture all matter) - Agree on KPIs or Metrics (how you'll measure results) Have them send you an email summarizing. Two more tips for managers: ✅ Co-author - Give them the pen on the first draft. - They're more likely to stick to the script they wrote. - You'll also learn how they see their role and can coach better. ✅ Consistency - Expectations are imperfect, so give feedback. - Agree upfront on how and when this will happen. - Use your 1:1 check-ins to review expectation monthly. ----- 📌 If you're the Employee: Why try and guess what your boss wants you to do? If the expectations map above makes sense... 💡 Write them down yourself. - If you're right, you have a written contract.  - If you're wrong, you gain clarity when they fix them. Either way, you gain clarity on how to win. Two more tips for employees: ✅ Synthesize - Focus on the big picture, not every detail - You create more value if you can connect the dots ✅ Empathize - Your manager will not have every answer - You can help them by surfacing the right questions ----- I've seen plenty of employees "win the second half."  But to win, you must understand the game's rules. And clear expectations create the scoreboard. Want my template to set clear employee expectations? Join 45,000 leaders getting my free newsletter: https://lnkd.in/eCvpr7RY And before you go... - Please repost ♻️ if you think this is a better way to work - Follow me at Dave Kline for more practical leadership posts

Yesterday I took the entire revenue team (sales, cs, marketing) off the floor for out for a very specific training. Goal Setting. Yep. The entire org for over 60 min together learning how to set and achieve goals. I do this 2x a year with my teams. Why? Because most people never accomplish their goals because they never actually set them and never actually create a plan to achieve them. I've gotten pretty dang good at setting goals. I've gotten pretty dang good at achieving goals. It makes life so much more fun. So here are the key concepts I teach in goal settting. 1. Set a goal in each of the 5 buckets. Self. Health. Wealth. Proffessional. Experience. 2. Identify the Keystone Goal - Which goal if achieved will have the biggest impact on all the rest. 3. Who do you need to BE in order to achieve this goal - How would this person act, work, communicate, behave, etc 4. What do you need to BELIEVE to achieve this goal - this combined with number 3 is where we create our affirmations. 5. Why do you want this goal - aka what will change in your world when you achieve it - If nothing changes... nothing changes. 6. What are you done dealing with now/whats the negative of NOT achieving your goal - Having a negative is important when things get hard. 7. Why you Why Now - Why are you capable of achieving this goal, what traits, resources, etc do you have that allow you to believe you can do this. 8. What are your 3x3s - 3 things daily, weekly, and monthly that if done will give you your best shot at achieving - Example - Put workout clothes out the night before with the alarm across the room - that would be a good daily for health 9. Make it visual - Vision boards (we will be doing this in a couple weeks as a team) - but also visualize it each morning, each evening, not just the accomplishing of the goal, but the process to achieve it. 10. Accountability - Share it with people that not only want to see you win, but also with people that won't allow you to lose/will hold you to the fire. --- All written out by each individual and then my challenge to them is to read it every morning and every night for 60 days. Watch what happens when you do. A team that sets goals together, wins together. I can't wait to see so many of theirs goals, so many of their affirmations, and so many of their achievements. This is going to be good ya'll. Just wait and see. PS - this is one of the most popular modules in the Sales Leadership Accelerator in fact it's unlocked right out the gate for all members. PPS - I'll be doing this workshop at Pavilion GTM in a few weeks as well here in Austin. Lets set and smash some goals ya'll!

Whiteboard Wednesday is back after a month of highlighting a customer story every day. Today I want to talk about goal setting and a counterintuitive technique that's helped us achieve outcomes here at FERMÀT that we once thought was impossible. Traditional goal setting fails because it relies on historical trends. Most teams look at their improvement rate from last quarter, then aim to do slightly better—essentially saying "if I was here before and I'm here now, I'll try to get a bit further next quarter." Instead, I challenge my team with this powerful alternative approach: 1. Define the maximum possible Ban historical data from goal-setting discussions. Instead, ask: "What's the theoretical ceiling for this metric given the physics and truths of our business?" 2. Quantify the reality gap Once you've established your theoretical ceiling, examine your current position. This gap reveals exactly what must change to achieve breakthrough results. 3. Challenge core assumptions This forces a crucial conversation: "What's the difference between our business fundamentals and historical outcomes that makes this goal seem unattainable?" When you work backward from theoretical maximums rather than forward from historical trends, you discover entirely new actions required to achieve extraordinary results. This approach works across any business type—whether you're increasing product development velocity or scaling creative testing. The principle remains: determine what's maximally possible given your business fundamentals, then work backward to identify the necessary transformations. What assumptions about your business trajectory could you challenge using this method?

Confusion is expensive. Ambiguity kills execution. And when everyone is kind of responsible, no one is. At DISQO, one of our values is "Win as One Team." That does not mean everyone owns everything. It means we put company outcomes above personal outcomes. We do not hoard credit. We do not point fingers. We win together. But to actually win, we need more than good intentions and good will. We need clear roles, defined success measures, and accountability for outcomes. Winning requires keeping score. It requires naming owners. That is why we built the DSF, the "DISQO Strategic Framework." It helps every team align on vision, priorities, outcomes, and metrics so we know where we are going and who owns what. So when something slips, like a missed renewal, a broken experience, a dropped ball, we can ask the real question: Who owned it? And if the answer starts with “Well, it was kind of shared between…” the issue is not just the result. It is the structure. Shared goals matter. But execution demands clear lanes and single threaded accountability. Ownership creates speed. Speed creates clarity. Clarity creates results. So what are steps everyone can take to create this kind of future? ✅ If you are a leader: make sure every priority has a named owner. Not a team, a person. ✅ If you are on a team: get clear on what you own, how success is measured, and how others rely on you. ✅ If you are building a company: build a system like the DSF that makes ownership visible, durable, and aligned across functions. Name the owner. Create the future. #CreateTheFuture #LeadershipInAction #AccountabilityMatters #CustomerSuccess #TeamExecution

Earlier this year, I facilitated a workshop for a new ID team. They were sharp. Motivated. Already juggling multiple projects. But when I asked how they were tracking their work… They pulled up a bullet list in a Word doc. 😬 No tasks. No dates. No owners. Just vibes. And I get it—project management often feels like the last thing we want to deal with. But if you’re the one doing the work, you should be the one leading the project. That means creating structure, setting expectations, and making it easy for your SMEs and stakeholders to collaborate with you. So, in this week’s video, I walk you through how I build a Gantt chart-style timeline for a real ID / eLearning project—from kickoff to launch. Inside, you’ll see how I... ✅ Break down the project into phases and detailed tasks ✅ Assign roles and responsibilities ✅ Estimate timelines and build in review cycles ✅ Use dependencies to manage shifting priorities ✅ Keep projects on track (without losing your mind) 🔗 Watch the full step-by-step video + grab the free template here: https://lnkd.in/g8xnQ72A 💬 How do you manage your ID or eLearning projects? I’d love to hear what works for you. Enjoy the rest of your week! 👋 Tim #eLearning #InstructionalDesign #LearningAndDevelopment

We tell our sales reps to be gritty, to work smarter, not harder, to smash their quota but don't always do the best job pairing those inspirational calls to action with tools and techniques that allow them to do the things we ask. For years, I’ve loved the GROW Goal Setting Model. It is a great model, but I found myself tweaking it to reflect the things I think are fascinating and that actually work for revenue teams. 🧠 Ideas like: - Neuroplasticity - Harms of moonshot thinking - Value of gratitude and meditation - The frustration reps feel when they work tirelessly and still miss quota. That’s why I developed the PATH. 👉 Steal this framework to help your team not only set goals but achieve them. The PATH framework is a four-step process that helps you and your team set actionable goals, anticipate challenges, and ensure every step aligns with your aspirations. 1. Plan: Setting a Focused Goal Everything starts with a solid foundation. The first step is setting a focused goal. SMART goals—Specific, Measurable, Achievable, Relevant, and Time-bound—work well here. This ensures you’re working toward a well-defined target, making it easier to stay focused and track progress. 2. Anticipate: Backcasting Once your goal is in place, it’s time to imagine your desired future state. I love writing goals as if they've already happened and writing out the details of what it took me to get there. This process ensures that you have realistic micro-actions that you can be accountable to on the PATH to achieving your goal. 3. Test: Pre-Mortem Next, you stress-test your plan with a pre-mortem (inspo credit: Annie Duke, Thinking in Bets) This exercise allows you to identify risks before they arise, so you can adjust your plan and stay on track. It also encourages you to uncover opportunities to leapfrog your progress by brainstorming creative solutions. 4. Harmonize: Alignment to Aspirations The final step ensures that your micro-actions align with your larger aspirations. It's a final sense check to ensure you've set a goal you care enough about that you'll put in the hard work required to achieve it. That work will be supported by a clear PATH to success. The PATH framework ensures you don’t just set goals—you achieve them. 💸 Want me to guide your sales or leadership team through this process as part of your year-end planning or SKO? Drop "PATH" in the comments to learn more.

Bad goal setting can cripple your business (I know from firsthand experience). Here's how to set goals that propel your business forward. Step 1: Analyze last year’s performance. You can’t set the right goals without the correct information. So, take some time to gather data from the previous year to find areas of strength and weakness. Look at your: Revenue streams — what are your most profitable areas? Your biggest cost centers? Sales & marketing — can you spot trends in customer acquisition or marketing ROI? Operations — where is your business bottlenecked? Where might you be overstaffed? Employee performance — look at productivity and churn. Which direction are things going? — Step 2: Brainstorm areas for improvement. Write down all the possible things you could work on. This is a great group activity for your leadership team or even the whole company (depending on your size). The data you’ve collected in step 1 should give you some idea of opportunity areas. One tip: don’t discount an idea just because it’s hard. Often the biggest impact things are hard to do. But you should be realistic about the effort required to get something done, and its chances of success. — Step 3: Set SMART goals Specific: Define clear and precise goals. Instead of saying "increase sales," say "increase sales by 12% in the next 6 months." Measurable: Ensure each goal has quantifiable metrics. E.g. "Reduce customer acquisition costs by 15% by the end of the year." Achievable: Set realistic goals based on your resources, budget and other constraints. E.g. if you have limited cash, avoid goals that would severely impact your monthly cash flow. Relevant: Align goals with your overall business objectives. Ensure they address the key areas for improvement identified earlier. Time-bound: Set deadlines for each goal. E.g. "launch a new service by Q3." — Step 4: Develop an Action Plan For each goal, create an action plan that outlines: Steps and Milestones: Break down each goal into smaller, manageable tasks. Set milestones to track progress. Resources: Identify the resources needed (time, money, personnel) and ensure they are available. Responsibilities: Assign tasks to specific employees. Ensure everyone understands their role and what is expected of them. Timeline: Establish a timeline with deadlines for each task and milestone. Doubling down on one point there: always assign tasks to a single person. They can still bring in other people to contribute, but it’s one person’s responsibility to get it across the finish line. — Step 5: Monitor and Adjust Goals are not static. Regularly check your progress, and adjust based on new insights or changing circumstances. Schedule monthly and/or quarterly reviews to keep everything on track. Having a simple KPI tracker is a good way to keep tabs on things. Make sure you’re regularly checking in, and ask people to flag any roadblocks or necessary adjustments as soon as they identify them.

The 4 most important #questions to ask yourself if you are to master #DelegatingWELL 1. Why must I delegate! The simple response is, how #far do you think you can walk carrying a load of 100ks on your head? Not far, right? In the same way, if you want to lead for long and not suffer #burnout, you are going to learn to delegate! 2. What should i delegate? This depends but my usual take is; A) #breaking down the task in order of important duties and this then helps me what I should do as a leader, and what I should delegate to others. Sometimes it’s the most important or #delicate part of the assignment. B) Other times I consider what part of the assignment I know #someone else on the team can do a much better job at. Being a leader means getting the best people to do the best job. Not trying to do everything yourself. C) Sometimes I will consider which part of the assignment aligns with #where I am going in life. I have learnt to concentrate my energy on that which is connected with my destiny. This means there are moments I delegate things that fall outside that path but are in line with another’s destiny. D) Things that will take a lot of my time but bring #less results. Sometimes being busy does not mean being productive. Pick your battles well and let others also put in their weight in certain parts of the assignment. E) There are times I will delegate a task to another team #member because I know it will help them grow. Even though I know it’s something I can do, if I realize it will help someone on the team grow, I will sometimes delegate that task. 3. When should I delegate? I am one for delegating #early! And this is for two reasons: A) it brings others in early enough so you can get the task done #faster and B) it helps spread the effort needed to fulfil the task so you do not# burn out. Do not wait to be overwhelmed before you can think of delegating! As soon as you have a clear picture of the assignment and what has to be done, start thinking who should do what! 4. Who do I make sure delegation brings results Keep a #Bird’sEye on everything. This does not mean uncomfortably peeping over people’s shoulders. Set times to #report back on progress from the person/people you have delegated to. That helps to ensure things do not slip through the cracks and that you keep on track in terms of time. Are these things you usually consider? Which of them stands out for you? Cheers 🥂 to building teams that last and win Jose