Business Goals Template
Use Wrike’s business goal-setting template to set clear objectives and simplify your internal strategic planning.
Clear objectives
Get your projects off to the best possible start by solidifying targets before you commence tasks. Use Wrike’s business goals and objectives template to refer to your original intentions and eliminate confusion across your teams.
Effective communication
Assign tasks to individuals to avoid ambiguity when it comes to responsibilities. Build a simple folder structure with a smart tagging system for maximum clarity. Share reports to communicate results instantly to stakeholders.
Cohesive collaboration
Wrike’s company goal-setting template enables you to tie individual OKRs to overall business goals. That way, team members fully understand what they’re working towards and can make better-informed decisions.
How to use the business goal-setting template
Wrike’s business goals template has plenty of in-built features to kick-start your strategic planning and get your teams on the path to success.
Here’s a quick overview of how to manage this template’s key functionalities:
- Organize your company goals and OKRs into pre-built folders and projects
- Pull this information together with automated reports
- Track progress for multiple teams with custom dashboards
- Boost task visibility with color-coded calendars
Wrike’s company goal-setting template simplifies every element of the OKR process, meaning you can spend less time on admin and more time on results.
Setting the template up is simple — all you need to do is follow these three steps.
Step 1: Personalize your goals
The business goals template includes two ready-made folders: “2022 Business Goals” and “2022 OKRs By Team.”
In the first one, you’ll find sample projects and tasks. The second one contains suggested folders for each department, including Human Resources, Marketing, and Operations. Tweak these folders to personalize them for your company.
Step 2: Track team progress
The “Business Goals” report pulls in information from the “2022 Business Goals” folder — that way, you can easily track the status of tasks, as well as assignees and due dates.
You can also monitor progress at a departmental level with the “2022 OKRs by Team” dashboard. Customize the widgets to match your organizational structure.
Step 3: Visualize your schedule
Wrike’s company goals template includes a pre-built calendar for tracking business objectives by week, month, and quarter. OKRs are categorized by department, and each one is color-coded.
Use this calendar to match individual goals to their relevant teams and ensure they align with the company vision.
Explore more with Wrike
Our business goal-setting template has everything you need to outline, track, and achieve company OKRs, but there are additional features that could be useful for your teams.
Browse Wrike’s software to discover other intuitive tools that can help your organization manage project timelines and boost productivity.
Wrike can be tailored to fit your company’s specific needs. Take a tour of our versatile platform to experience the true power of enterprise-level software.
This template enables your business to clearly map out company goals and align them with OKRs for multiple teams and departments.
Wrike’s company goal-setting template includes a pre-built report, calendar, and dashboard, as well as suggested folders, projects, tasks, and subtasks.
This template is ideal for company leaders who want to consolidate their business goals and OKRs and ensure that teams are working towards the same vision.
You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.
- Click the “+” button in the upper-right corner of your workspace.
- Select “Space.”
- On the page that opens, hover over the use case you want and click “Preview.” Look for the “Business goals” template in the list (use the search bar if needed).
- Now, you can see more information about the use case. Click “Select” to create a space.
Yes, there are.
- To use this template, you need to have at least the Business plan or up. Check our plans here.
- You must have the required permission to create a public space in your account.
- If the template contains account-level custom fields, custom item types, workflows, request forms, or automation, you must have the permission required to create those items.
- This template is only available when the workspace language is set to English.
Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the “Business goals“ template, feel free to reach out to the Wrike support team.