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Planning for Our Vision

In our previous exercise, we visited our Objective for 2023, and also identified the risks that
can stop us from our tracks.

Now let’s let’s do the groundwork that leads up to our Vision.

Section I: Indicate your Revenue Goal for 2023:

Minumum Revenue Target Revenue Outrageous Revenue

Section II: Your Objectives, Strategies and Top level Goals.

Objectives establish what you want to accomplish, and strategies form the plan for how it
will accomplish those objectives.

What is the Objective?

What are your 3 Strategies?

Main Strategy 1:

Component Strategy 1:

Component Strategy 2:

Identify the 3 Top level Goals to support your Indicate the Growth Value/
Strategy. Measurable Criteria:
Goal 1:

Goal 2:

Goal 3:

Your other (non-top level Goals):

Planning.Goal Setting. KPI Rafael Castellano Activity 1

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Section III. Structure and KPI

Let us set a system in place to influence our Goals and drive Results.

We will translate your Top 3 Goals as a basis for this exercise and assign each Goal a KPI
Metric.

1. 2. 3.
Indicate the Goals:

What is the Desired

Outcome/
measurable criteria?

Why does this

outcome matter?

How do you measure

progress?

How can you

influence the
outcome (tactical)?

Who (Person/Dept.)
is responsible for the
business outcome?

How to know that

you achieved your
outcome?

How often do you

review progress
towards the
outcome?

Your notes (Tactical Highlights):

Planning.Goal Setting. KPI Rafael Castellano Activity 1