Goal Setting and Action Planning
A workshop to break down a vision into concrete goals and actions to actualize it. In this session, you and your team will:
- Define clear, measurable goals aligned with your vision
- Establish a shared understanding of team priorities
- Create a concrete roadmap with tasks, owners, and timelines
- Build a sense of collective momentum
Objectives
- Define clear, measurable goals aligned with your vision
- Establish a shared understanding of team priorities
- Create a concrete roadmap with tasks, owners, and timelines
- Build a sense of collective momentum
Materials
Instructions
This interactive workshop is ideal for teams looking to:
- Clarify priorities and translate a vision into specific, measurable goals.
- Launch new strategic cycles with a focused plan for the year ahead.
- Align cross-functional groups around shared outcomes and coordinated actions.
- Create a roadmap that integrates seamlessly into existing project management systems.
Teams leave not only with well-defined goals but also with shared ownership of the roadmap that will guide their work.
Through activities like goal storytelling, SIPOC-based brainstorming, consolidation and voting, task mapping, and collaborative roadmapping, participants move from broad aspirations to a practical, time-bound plan.
The process ensures that every voice contributes, ideas are organized logically, and priorities emerge through group alignment rather than top-down directives. The result is a clear, actionable path that energizes the team and turns vision into movement.
Who can facilitate it?
- Executive and department leadership teams
- Cross-functional and program teams
- Boards and working groups who are preparing a strategic plan
- External facilitators trained in goal setting and action planning
Author
Lauren Green is a meeting facilitator, coach and trainer, as well as a visual notetaker. She is the owner and executive director of MeetingMakers, a close-knit team of experienced facilitators, trainers and meeting coaches who partner with clients to facilitate meetings with tangible outcomes and lasting impact. She believes facilitation should be a core competency for all professionals and is on a mission to make this a reality. She is recognized for her high energy and ability to fuel creativity and drive productivity in meetings, while also helping groups recognize and scale their collaboration strengths. Lauren earned a master’s degree in Organization Development and Knowledge Management from George Mason University, where she now teaches facilitation as an adjunct professor. Lauren is an International Coach Federation certified coach and an MBTI® and EQi (emotional intelligence) Practitioner. She is a certified LUMA Instructor, specializing in teaching design thinking workshops. Lauren is the host of the podcast This Meeting Sucks, on a mission to un-suck meetings and bring meeting skills to the masses, one episode at a time.
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