Checklist for Goal Setting and Reflection

Throughout my career, I have set, reviewed, and achieved many goals – and, of course, sometimes failed to achieve them. I recognized the importance of goals early on, but learning how to formulate them effectively and integrate them into a team setting was a process of trial and error. To help others avoid the same trial-and-error approach, I’m happy to share some key insights I’ve gained on how to successfully formulate, structure, review, and reflect on goals.

  1. Ritualisation: Always start with clear goals (performance and attitude goals)
  • Meetings and projects should always begin with a clearly defined objective.
  • Goals should be set and reviewed regularly. Repetition fosters a goal-oriented culture.
  1. Simple and clear formulation
  • Complex or unclear goals are difficult to implement.
  • Well-defined goals focus on the essentials – as Antoine de Saint-Exupéry put it:
    “Perfection is achieved not when there is nothing more to add, but when there is nothing left to take away.”
  1. Keeping distance: Preventing the path from becoming more important than the goal
  • It is helpful to step back occasionally and assess one’s actions from an outsider’s perspective.
  • People often think in context-dependent ways – creating distance allows for a more objective perspective. External input can also help by bringing in a fresh viewpoint.
  1. Balancing Individual and Team Goals
  • Individual goals (“I-goals”): Personal performance goals are important but should always contribute to overall team success.
    A sports analogy: What good are three goals from a striker if the team loses 3-4 because he only focused on his own scoring opportunities?

Team goals (“We-goals”): When each individual contributes their performance and aligns with a shared attitude, the result is greater than the sum of its parts: 1 + 1 + 1 + 1 + 1 = 7.

  1. Voluntariness, participation, and purpose
  • People engage more strongly when they identify with a goal.
  • Voluntariness: A goal will only be genuinely pursued if the people involved fully support it.
  • Participation: Employees who are involved in goal setting feel a stronger sense of ownership.
  • Purpose: A personal connection to a goal boosts motivation.
  1. The time factor: Setting clear but realistic deadlines
  • Timeframes are important but must be realistic.
  • Excessive time pressure leads to mistakes and lower quality.
  • Complex goals require sufficient time for sustainable solutions.

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