How To Set & Track Yearly Goals Inside Microsoft Teams in 8 Easy Steps

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So today we’ll be looking at how you can set yearly goals inside Microsoft Teams using Teamflect. And we’ll be covering this through multiple different angles.

We’ll be looking at how you can create company, department and individual goals, and how you can customize each and every aspect of those goals.

We’ll also be covering how you can keep track of those goals throughout the year. So without further ado, let’s dive right in.

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Step by Step Guide: How To Set and Track Yearly Goals Inside Microsoft Teams

Step 1: Access the Goals Module and Company Overview

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To start your goal management process, you can enter Teamflect and navigate to our goals module. You can overview and examine individual, team, and departmental goals by focusing on your broader company objectives.

A company goal example that can inspire you can be:

“The CEO’s directive to increase overall revenue by 15% by year-end.”

Step 2: Departmental Goal Creation

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Then you can start creating your departmental yearly goals by selecting the team members who are collectively responsible for a shared objective.

Define the title, description, and measurement criteria and align them with your company’s overarching goal.

You should set a clear deadline and synchronize it with the annual cycle to create a time frame for organizational success.

Step 3: Individual Goal Formulation

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Create specific, measurable individual yearly goals for your team members.

The individual goal can be: “Improving fuel efficiency by 10%” .

And create a timeline that spans the entire year to include a deadline to those individual yearly goals.

Step 4: Goal Customization

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Customize your individual yearly goals further by adding labels, linking these goals with parent goals, and integrating related tasks.

Specify your details for the tasks and include descriptions, due dates, recurrence patterns to improve clarity of the individual goals.

Step 5: Sub-Goal Creation

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Create sub-goals for specific employees to refine the goal-setting process. The sub-goals you create should break down overarching goals into manageable components.

You also need to set parameters for these sub-goals. An example of a sub-goal would be: “Reducing average delivery time by 15%.” Don’t forget to establish deadlines for these sub-goals.

Step 6: Consistent Monitoring

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Use Teamflect to consistently monitor individual and collective goal progress in your organization.

Access the user view to check the goal progression of everyone in your team individually.

Step 7: Integration into Meetings

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To access a dynamic space for observing your goal progression you can integrate Teamflect into your regular meetings.

Filter goals by completion status and explore details related to each goal.

By using Teamflect’s meeting module you can explore the details of your yearly goals easily.

Step 8: Ongoing Assessment and Adaptation

Don’t forget to assess and revise your yearly goals continuously based on changing circumstances.

You need to adapt these goals to maintain relevance and ensure that your goal-setting process remains aligned with your organizational goals.

Conquer Your Yearly Goals With Teamflect!

With this guide, we have shown you how to effectively create, customize, and track yearly goals within Microsoft Teams using Teamflect.

To conquer your yearly goals, explore Teamflect and see how easy it should be to track yearly goals.

Written by Duygu Soysanli

Duygu is a content writer who enthusiastically writes useful content about the dynamic world of HR.

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