Roles & Goals

You’ll maximize your impact when you can hand over not just specific tasks, but broader responsibilities. In this section, you’ll find tools for creating meaningful roles and setting and reinforcing clear, measurable goals for your staff, which will enable you to fully share the pressure (and joys!) not just of day-to-day tasks but also of driving your organization forward.

Role Expectations

It's often helpful to create a one-page description of a staff member's role that considers not only what the staff member should do but also how she should approach her work.

Success Sheet - Setting Goals

Use this success sheet to help set annual goals for individual staff members, describing what success looks like and how the staff member plans to get there.

Success Sheet - Check-In

Once goals are set, make sure to regularly check in on your staff member's progress toward them. This form can help structure your monthly or quarterly goals check-in.

Success Sheet - Role and Goals

Prefer to combine role and goals on the same sheet? This sheet lays out what the role is responsible for (the "what"), the ways to successfully approach the work (the "how"), and what success in this role looks like over a particular period of time (goals).

Sample Organizational Goals

What will your organization achieve this year, and how will you judge success? Here’s a sample of how to structure clear, measurable organizational goals.

Sample Goal Development Process

This sample goal development process can serve as a guide to help you design your organization’s own process.

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