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Free Goal‑Setting and Tracking Template for Teams
Want one page your team can use to set clear goals for your team, connect their daily work to objectives, remove dependencies, and stay on track with focused reviews? This free template shows you exactly how.
Template highlights
- Outcome sentence + 1-3 KPIs - Write a one-line goal and add 1-3 measures so success is obvious.
- Objectives table (3-5) - Mark Committed or Stretch, add owner and date, and track Planned BV (1–10) now and Actual BV later.
- Value scoring that’s fair - Use shared anchors (1–10) so trade-offs are fast and consistent.
- Work assignment with coverage rule - Label planned work with its objective. Aim for >80% coverage and flag orphans.
- Dependencies grid with clear statuses - G/Y/R/B, with a next step and due date when at risk or blocked.
- Weekly 15-minute review - Update status, risks, and next actions in one place; re-order work if needed.
The template also comes with a short guide that shows how to use each part in under an hour.
Works with any tools you use. Pairs neatly with Easy Agile Programs in Jira.
Benefits of a goal-setting and tracking template
- Shared direction. Everyone in the team is working towards a common goal.
- Fewer debates. A single value scale (1-10) speeds decisions, prioritising, and trade-offs.
- Less rework. Most planned items point to an objective, so you’ll see gaps early.
- Faster risk handling. A simple board and statuses make dependencies and next steps obvious.
How to use the template (quick preview)
- Before planning (10–20 min). Write a one-sentence outcome statement: “By [date], we will [outcome] for [customer/segment].” Add 1–3 KPIs that prove it. Ask three people to repeat it; tighten until you hear the same words.
- During planning (45–60 min). Choose 3–5 objectives, mark Committed or Stretch. Set Planned Business Value (1–10) with shared anchors so trade-offs are quick and fair. Link key work; capture the top dependencies with owner and due date.
- Each week (15 min). One minute per objective: status → risk → next action, owner, due. Keep objectives steady; change the order of work if risk changes. Share a snapshot after.
- End of quarter (15 min). Record Actual Business Value and one learning to improve next time.
Like the flow? The download gives you the ready-to-use tables and prompts so this becomes routine - not a one-off.
Who gets value from this
- Engineering Managers: One page to align priorities and unblock faster
- Product Managers: Clear goal → measurable KPIs → focused objectives
- Project/Delivery Leads: A simple review to keep work flowing and surface risk early
- Agile Coaches: Lightweight practice teams can adopt in a single session
Works smoothly with Easy Agile Programs and Jira
Use the template on its own, or mirror the same habits in Jira with Easy Agile Programs for a live view. No extra ceremonies required.
- Objectives board to create objectives, mark committed or stretch, and set Business Value
- Program Board to see timelines and dependency lines and adjust sequence with confidence
- Objectives report to share progress by group and objective in seconds
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Goal-Setting FAQs
Frequently asked questions
Everything you need to know about the goal-setting and planning
What is a goal-setting and tracking template for Jira and how do I use it for PI or quarterly planning?
How do I write a clear outcome statement with KPIs for a programme or PI?
How many objectives should we have per quarter and how do we mark committed vs uncommitted?
How do I set Business Value on a 1–10 scale fairly across teams?
What’s the best way to link Jira epics and stories to goals without heavy admin?
How do we capture and manage cross-team dependencies without spreadsheets?
How do we run a weekly 15-minute review that avoids status theatre?
Do we need to change our process or install anything to use Easy Agile's Goal‑Setting and Tracking Template?