Performance Goal Setting Form

A SMART performance goal setting template for defining goals, KPIs, target dates, dependencies, and success measures.

Goal Overview

• Goal Title
  Short, specific name for the goal.
• SMART Goal Statement
  Write the goal in a specific, measurable, achievable, relevant, and time-bound format.
• Business Alignment
  Explain how this goal supports team, department, or company priorities.
• Goal Owner
  Who is accountable for delivering this goal.

KPIs and Success Measures

• Key Performance Indicators
  List the KPIs used to track progress toward the goal.
• Baseline / Current State
  Current starting point for the metric.
• Target Metric
  Desired end-state metric by the target date.
• Success Measures
  Describe what success looks like at the end of the goal period.

Timeline, Milestones, and Dependencies

• Target Completion Date
  Date by which the goal should be completed.
• Milestones
  List major checkpoints and expected dates.
• Dependencies / Risks
  Identify people, systems, approvals, or external factors needed to achieve the goal.
• Support Needed
  Describe support, resources, or decisions needed from the manager or other stakeholders.

Development and Follow-Up

• Development Actions
  Capture learning, coaching, and practice actions that support goal achievement.
• Check-in Frequency
  How often progress will be reviewed.
• Next Review Date
  Date for the next formal goal check-in.
• Employee Comments
  Employee notes, concerns, or clarifications about the goal plan.