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Run: Performance Goal Setting Form

A SMART performance goal setting form for defining goal statements, KPIs, target dates, dependencies, and success measures. Use it to turn vague objectives i...

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Goal Overview

Goal Title (required)

Short, specific name for the goal.

SMART Goal Statement (required)

Write the goal in a specific, measurable, achievable, relevant, and time-bound format.

Business Alignment (required)

Explain how this goal supports team, department, or company priorities.

Goal Owner (required)

Who is accountable for delivering this goal.

KPIs and Success Measures

Key Performance Indicators (required)

List the KPIs used to track progress toward the goal.

Baseline / Current State (required)

Current starting point for the metric.

Target Metric (required)

Desired end-state metric by the target date.

Success Measures (required)

Describe what success looks like at the end of the goal period.

Timeline, Milestones, and Dependencies

Target Completion Date (required)

Date by which the goal should be completed.

Milestones (required)

List major checkpoints and expected dates.

Dependencies / Risks (required)

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 (required)

Capture learning, coaching, and practice actions that support goal achievement.

Check-in Frequency (required)

How often progress will be reviewed.

Next Review Date (required)

Date for the next formal goal check-in.

Employee Comments

Employee notes, concerns, or clarifications about the goal plan.

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Email (required)

Your name (optional)

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