Cross-Functional · Toolkit · Intermediate · Saves 40+ hours
Goal Setting Workshop Kit
A kit for running goal-setting workshops.
What's included
- Workshop design
- Facilitation guide
- Exercises and activities
- Output templates
- Follow-up process
Best used when
- Quarterly kickoffs
- Team goal setting
- Strategic offsites
- New initiative planning
Why this is Gold
Goal-setting workshops align teams. This kit ensures productive, engaging workshops.
The template
The Template
GOAL WORKSHOP
Workshop Agenda
GOAL SETTING WORKSHOP
DURATION: 3 hours
PARTICIPANTS: _______________
AGENDA:
1. CONTEXT SETTING (30 min):
• Company priorities review
• Previous quarter learnings
• Key constraints/resources
2. BRAINSTORM (45 min):
• What should we achieve?
• Silent brainstorm (10 min)
• Share and cluster (35 min)
3. PRIORITIZATION (30 min):
• Dot voting on themes
• Discussion of top items
• Alignment on focus areas
4. DRAFTING (45 min):
• Draft OKRs for top priorities
• Small group work
• Share-out and feedback
5. ALIGNMENT (30 min):
• Cross-team dependencies
• Resource discussion
• Commitment and next steps
Facilitation Tips
| Challenge | Solution |
|---|---|
| Dominant voices | Silent brainstorm first |
| Too many ideas | Time-boxed dot voting |
| Unclear priorities | Force-rank exercise |
| Lack of alignment | Dependencies mapping |
Frequently asked questions
What is the Goal Setting Workshop Kit?
A kit for running goal-setting workshops.
Who is the Goal Setting Workshop Kit for?
It is built for Cross-Functionals and their teams working on Planning. The AI coach adapts it to your company, stage, and goals.
How long does the Goal Setting Workshop Kit take to use?
It saves roughly 40+ hours versus building from scratch. Our AI coach can tailor the toolkit to your situation in minutes, then hand you a step-by-step plan.
Is the Goal Setting Workshop Kit free?
Yes. You can read the full toolkit and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Goal Setting Workshop Kit?
The coach teaches you the framework, asks a few questions about your business, tailors the toolkit to you, and gives you measurable next steps to execute.