Team Alignment and Goal Setting Template

More results-coaching templates

Keep your coaching team aligned on key tasks and goals to ensure a unified approach in delivering coaching services. This template helps you create a shared dashboard using Priority Matrix, making it easier for your team to stay on the same page, collaborate efficiently, and deliver more effective coaching.

By following the steps outlined in this template, you can streamline your team's workflow, monitor progress, and adjust goals as necessary, leading to improved team performance and client satisfaction.

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Team Alignment and Goal Setting for Priority Matrix

Team Alignment and Goal Setting in Priority Matrix

Ensure your coaching team stays aligned on key tasks and goals for better collaboration and effective coaching.

You can start using Team Alignment and Goal Setting or other Results-Coaching Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

Critical & Immediate

  • Task 1: Identify Key Tasks and Goals
    ☐ Identify the main tasks and goals for the team ☐ Write down the tasks and goals ☐ Share the list with the team for their input
  • Task 2: Create a Priority Matrix Account
    ☐ Sign up for a Priority Matrix account ☐ Set up the basic structure for the dashboard
  • Task 4: Add Tasks and Goals to Dashboard
    ☐ Add identified tasks and goals to the dashboard ☐ Assign tasks to team members
  • Task 5: Share Dashboard with Team
    ☐ Invite team members to the dashboard ☐ Ensure everyone has access

Critical & Not Immediate

  • Task 3: Familiarize with Priority Matrix Features
    ☐ Learn how to use the features of Priority Matrix ☐ Test out the features
  • Task 6: Train Team on Using Dashboard
    ☐ Conduct a training session on how to use the dashboard ☐ Address any questions or concerns

Not Critical & Immediate

  • Task 10: Maintain Communication with Team
    ☐ Maintain open communication with team members ☐ Address any issues or concerns immediately
  • Task 7: Monitor and Update Dashboard
    ☐ Regularly check and update the dashboard ☐ Ensure tasks and goals are being met

Not Critical & Not Immediate

  • Task 8: Collect Feedback from Team
    ☐ Ask team members for their feedback on the dashboard ☐ Make necessary improvements
  • Task 9: Review and Adjust Goals
    ☐ Review the progress towards goals ☐ Adjust goals if necessary