Team Goal Tracker

A simple weekly scoreboard for up to three team goals, with a guide to choosing what to measure and a fifteen-minute weekly review that keeps the team focused.

Who it is for

• Managers, supervisors and team leads with goals to reach this quarter.

• People who run a small business and want the whole team working toward the same numbers.

• Shift leads and crew leads who need a simple way to show progress.

• Project leads who want a weekly check without a complicated system.

The problem it solves

Goals that are set once and checked at the end of the quarter are easy to forget. A goal that the team sees every week, with a number that moves, gets attention. This guide shows how to choose a number you can count every week, set a starting point and target, record progress and run a short weekly review that ends with a specific action. The Excel tracker calculates the plan line and the status, and draws a chart for each goal.

What is inside

• How to use this tracker (page 1; 1 page)

• Copyright and License (page 2; 1 page)

• Part 1: Choosing goals and measures (page 3; 1 page)

• Part 2: Setting up the tracker (page 4; 1 page)

• Part 3: The weekly review (page 5; 1 page)

• Part 4: Templates and filled-in example (pages 6 to 9; 4 pages)

• Editable Word version of everything above (10 pages)

• Excel tracker (goal setup, weekly entries with automatic plan line and status, scoreboard with a plan and actual chart for each goal, filled-in example)

Examples cover retail, clinics, restaurants, trades, offices and warehouses. The filled-in example is a small auto glass business.

How to use it

1. Read Part 1 and choose up to three goals with clear measures.

2. Set them up on the goal setup sheet or in the Excel tracker.

3. Record one number per goal each week.

4. Hold the fifteen-minute weekly review and agree on one action per goal.

Formats and file types

• Printable PDF (9 pages), US Letter.

• Editable Word file (.docx, 10 pages).

• Excel tracker (.xlsx) with automatic plan line, status and charts for up to 26 weeks.

Frequently asked questions