Team Goals (Level 1)

A complete 90-minute session that turns vague priorities into a few clear team goals: written plainly, counted every week, linked to each person's work and said back by the team.

Who it is for

• Managers and supervisors who are handed broad priorities and need to turn them into goals their team will act on.

• Team leads and shift leads who pass goals on to others and want everyone to understand them the same way.

• Small-business owners who set the goals themselves and want the whole team working toward the same results.

• Trainers, HR and L&D professionals who need a ready-to-run goal-setting session they can deliver this month.

The problem it solves

Most teams are given goals, and many of those goals change nothing. They arrive as a list of six priorities or as a phrase such as "better customer experience," nobody can count them, and they are never connected to what anyone does in a normal week. People agree, carry on as before, and the goal is forgotten within a few weeks. This kit teaches leads five plain steps (choose a few, write it plainly, make it countable, link each person's work, check it is understood) and lets them practice twice: once turning a business owner's vague request into a complete goal plan, and once briefing a team on that goal in five minutes with a hard moment to handle.

What is inside

The five steps to a team goal: Choose a few, Write it plainly, Make it countable, Link each person's work, Check it is understood.

In-person kit

• Facilitator guide, 51 pages (Word): how to use the kit, session overview and agenda, a plain-language primer on what a team goal is (and how it differs from a standard, a project or a one-person issue), the five steps in depth, linking work and checking understanding, examples for five kinds of workplace, remote and shift teams, answers to the questions participants ask, a preparation checklist, eight timed segments with SAY / DO / ASK / WAIT cues, the Scenario A script, answer keys, the goal packets at a glance, tricky moments, a 30-day follow-up plan and ways to adapt the session.

• Slide deck, 28 slides (PowerPoint), with speaker notes that repeat the guide's cues and timing.

Virtual kit

• Virtual facilitator guide, 38 pages (Word), with a producer cue sheet, polls, chat prompts and the breakout texts for every goal packet.

• Producer run sheet, 4 pages (Word).

• Virtual slide deck, 29 slides (PowerPoint), with PRODUCER actions in the notes.

Workbook and handouts

• Participant workbook, 22 pages (Word and PDF), including a team goal plan, a say-back log and a first 30 days plan.

• One-page job aid: the five steps to a team goal (1 page).

• Handout 1: Team goal planner, with a filled-in example (2 pages).

• Handout 2: Six goal packets with briefing hard moments, set in a physical therapy clinic, a home cleaning company, a restaurant, a bicycle shop, an online shop warehouse and an insurance agency (3 pages).

• Handout 3: Choose a few and write it plainly, with worked examples and practice (2 pages).

• Handout 4: Make it countable and link each person's work, with worked examples and practice (2 pages).

• Handout 5: Goal check and briefing observer sheet (2 pages).

• Handout 6: Five-minute goal briefing planner and hard moments (2 pages).

• Answer key for the facilitator (5 pages).

How to use it

1. Read the facilitator guide and complete the workbook yourself (about three hours).

2. Print the workbook and handouts, and one goal packet per table.

3. Run the 90-minute session in person or online. Every step tells you what to do, what to say, what to ask and when to wait. A 60-minute version is included.

4. Use the team goal planner and the 30-day follow-up plan so participants set and brief real goals for their own teams.

No training experience is needed. If you can run a team meeting, you can run this session.

Formats and file types

• Word (.docx): facilitator guides, producer run sheet, participant workbook. Fully editable.

• PowerPoint (.pptx): in-person and virtual decks with speaker notes. Fully editable.

• PDF: participant workbook, job aid, handouts and answer key, ready to print.

• Fonts: Fraunces and Nunito Sans (free from Google Fonts).

• Licensed for internal use by the purchasing organization.

Frequently asked questions