The document provides a template for setting organizational, department, and individual goals. It recommends using the SMART framework for goals - making them specific, measurable, actionable, realistic, and time-sensitive. For each goal, the template includes sections for the goal description, value created, deliverables, deadlines, and metrics to measure success. The template then has sections to list organizational goals, the marketing department vision, and space to enter multiple individual goals along with their specific details.

1. Individual Goals Template
Purpose
The purpose of this tool is to help you document organizational goals & objectives,
department goals, deliverables, timelines, and how results will be measured.
Best Practices
Use the simple SMART goal-setting heuristic:
S – Specific
M – Measurable
A – Actionable
R – Realistic
T – Time-Sensitive
Ensure that each of your goals is reviewed to include the following:
• Goal Description
• Value Created
• Deliverables
• Deadlines
• Metrics & Measures
Organizational Goals & Objectives
Briefly outline your organization’s key goals & objectives for this fiscal year.
1. Organizational Goal #1
2. Organizational Goal #2
3. Organizational Goal #3
4. Organizational Goal #4
5. Organizational Goal #5

2. Marketing Department Vision Statement
Work with your team to create a strategic vision statement for your department. State the
purpose of your department and define why Marketing exists. This will help you define &
manage how other departments perceive the Marketing function.
Individual Goals
List each of the specific goals you would like to set for yourself.
1. Goal #1
Description of Goal:
Value Created by Achieving this Goal:
Deliverables:
• <Deliverable 1>
• <Deliverable 2>
Deadlines:
• <Date for deliverable 1>
• <Date for deliverable 2>
Success of this Goal will be measured by:
2. Goal #2
Description of Goal:
Value Created by Achieving this Goal:
Deliverables:
• <Deliverable 1>
• <Deliverable 2>
Deadlines:
• <Date for deliverable 1>
• <Date for deliverable 2>
Success of this Goal will be measured by: