Free Download
Kostenlose Vorlage für Zielsetzungen und Nachverfolgung für 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.
What’s inside
A single page you can print or paste into your workspace. It includes:
- A space to create your one-line outcome and clear KPIs that prove it
- An objectives table with Committed/Stretch and Business Values
- A simple way to link your team's daily work to those objectives
- A clean dependencies grid to identify and remove dependencies early
- A compact weekly review table you can update live
Plus 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.
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
- Product, engineering and delivery leads who need clarity across many moving parts
- Teams that want fewer meetings and more shared context
- People who prefer plain language over frameworks
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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Häufig gestellte Fragen zur Zielsetzung
Häufig gestellte Fragen
Alles, was du über Zielsetzung und Planung wissen musst
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?