Role Expectations Template
Clear job roles instill ownership, accountability, and shared purpose. Use this template to define what your staff is responsible for and how they should approach their work.
Roles & Goals
In this section, you’ll find tools for creating meaningful job roles and setting clear goals, which will help you tap into the full potential of your team to get excellent results.
Where to Start
How to Set Goals at Work: 7 Steps
Goals are the driving force behind results, but goal-setting can feel laborious and unwieldy. Whether you’re working on goals at the organizational, team, or individual level, follow these tips to get past the pain points and ease the process.
SMARTIE Goals: Complete Guide + Worksheet
Goals are a concrete way to drive results, but without an explicit equity and inclusion component, goals won’t produce better outcomes for marginalized communities, address disparities, or create belonging. Introducing SMARTIE goals!
Additional Resources
SMARTIE Goals: Complete Guide + Worksheet
Goals are a concrete way to drive results, but without an explicit equity and inclusion component, goals won’t produce better outcomes for marginalized communities, address disparities, or create belonging. Introducing SMARTIE goals!
How to Set Goals at Work: 7 Steps
Goals are the driving force behind results, but goal-setting can feel laborious and unwieldy. Whether you’re working on goals at the organizational, team, or individual level, follow these tips to get past the pain points and ease the process.
How to Prioritize Work: A Step-by-Step Guide
Use this practical guide to prioritize your highest-impact work. Learn the “big rocks” method, weigh urgency and importance, craft a to-do list, and stay on top of your tasks.
5-Step Scenario Planning Tool
This worksheet helps you get started with scenario planning. Turn uncertainty into readiness by thinking through possibilities, impacts, and action steps.
Managing Uncertainty: A Guide to Scenario Planning
Scenario planning doesn’t have to be complicated. This guide to scenario planning will help you get started. Includes a template.
How to Reprioritize Work
Use this step-by-step guide to reprioritize and respond effectively to change, especially in times of crisis or uncertainty. Learn to use our Impact-Doability Matrix, make decisions, communicate well, and avoid common pitfalls.
Setting Expectations for How Staff Approach Their Work
Communicating expectations about how staff approach their work is a big part of performance management. Here’s how to get clear about the “how.”
Role Expectations Template
Clear job roles instill ownership, accountability, and shared purpose. Use this template to define what your staff is responsible for and how they should approach their work.
Goals Bank
Need inspiration for goal-setting? Check out our goals bank of sample SMARTIE goals for common areas in the progressive and education equity sectors.
Goal-Setting FAQs
Check out these frequently asked questions about setting and using goals.
Sample Organizational Goal Development Steps
These sample goal development steps can serve as a guide to help you develop your organization’s own goal-setting process.
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 Email to Kick Off Goal-Setting
Use this template to kick off goal-setting season. Communicate the importance of clear goals, your goal-setting process, and how you’ll use goals throughout the year.
Goal-Setting Worksheet
Use the Goal-Setting Worksheet to draft team or individual goals. This tool contains questions for self-reflection or discussion with your manager as you work on goal-setting.
Red Light/Green Light Goal Tracking Tool
The Red Light/Green Light Goal Tracking Tool is for tracking progress toward goals. This resource contains samples of goals at the organizational, team, and individual levels.
Setting Goals in Chaos and Uncertainty
When there is a lot going on in the world, your organization, or your personal life (or all three!), goal-setting can feel like an insurmountable task. The good news is that goal-setting doesn’t have to add to the chaos; it can help you move through it.
Re-Division of Labor Worksheet
This worksheet can help managers adjust roles and restructure the work after layoffs, permanent vacancies, or downsizing.
Goals Stepback Worksheet
Once you’ve set goals, make sure to regularly check in on progress. Use the Goals Stepback Worksheet to track progress and share updates about your team or individual goals on a regular basis.
30/60/90 Day Goal-Setting Template
This template for 30/60/90 day planning helps you set clear goals and guide new hires through their first 90 days on the job.
Division of Labor Samples
A division of labor helps two or more people clarify which responsibilities each person holds. Here we share two samples.
Sample CTO Goals & Metrics
These sample talent-related goals can help you identify and set your own for the Chief Talent Officer (CTO) role.
Common Choice Points
Here is a list of some of the most common choice points, or key decision-making opportunities, managers face that may have equity and inclusion impacts.
Metas SMARTIE: como avanzar la equidad, inclusión y resultados
Cuando pase de los objetivos neutrales a los objetivos con consideraciones de equidad e inclusión, ponga en práctica estos consejos para no perder el rumbo.
Hoja de trabajo de los objetivos SMARTIE
Los objetivos son una forma concreta de impulsar los resultados, pero sin un componente explícito de equidad e inclusión, los objetivos no producirán mejores resultados para las comunidades marginadas, ni abordarán las disparidades, ni crearán pertenencia.
Plantilla para expectativas de la función
A menudo resulta útil crear una descripción de una página del rol de un miembro del personal que tenga en cuenta no sólo lo que debe hacer, sino también cómo debe acercarse a su trabajo. Este recurso contiene una plantilla y dos ejemplos de hojas de expectativas de roles.
MOCHA Framework: How to Assign Responsibilities
Try our “MOCHA” model (Manager, Owner, Consulted, Helper, Approver) to establish clear roles on projects.
Related Trainings
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Managing to Change the World
Learn MoreThis interactive, online training for social justice and educational equity leaders provides essential tools and mindsets for equitable, sustainable, and results-driven management.
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Driving Impact with SMARTIE Goals
Sharpen Your GoalsSet clear goals, achieve equitable outcomes, and advance your mission with our SMARTIE goals framework. Leave with a plan.