Business Goals Template

Clarify your company vision

To run a successful business, you need to establish cohesive goals with defined targets. Whether you’re new to executive-level planning or just need to recharge your existing strategy, a ready-made template can take the pain out of the process.

You should consider using a business goal-setting template if:

Your teams struggle to understand the bigger picture
Your department heads find it difficult to break broad goals down into actionable tasks
You don’t know how to measure progress across multiple departments

With Wrike’s company goals template, you can:

Ensure every team member is aligned when it comes to overarching business objectives
Create individual tasks and assign responsibility for each goal
Track project milestones and view team progress at a glance

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.

See how to add

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.

<p>Ready to start the goal‑setting process?</p>

See how to add

What does the business goals template do?

This template enables your business to clearly map out company goals and align them with OKRs for multiple teams and departments.

What features are included in this template?

Wrike’s company goal-setting template includes a pre-built report, calendar, and dashboard, as well as suggested folders, projects, tasks, and subtasks.

Who is the business goals template designed for?

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.