Setting Goals For Work: Steps And Examples

Setting goals at the workplace should revolve around two main points: your personal development, and the success of the company. 

Achieving your goals at the workplace will not only give you a huge satisfying feeling but only will gain you more self trust in your actions and decisions beside the admiration of others. 

Identifying and specifying your goals helps you maintain focus on the most important tasks that are relevant to the specified goal. Once you characterize the ultimate desired outcome, you will be able to break it into small steps, which makes working on any project no matter how big or hard it is get easier and reachable. 

Another huge benefit for setting goals, and this one is my favorite, is that it allows you to define your accomplishments and success. Think about it like this, how many times you froze while writing your cover letter? Not knowing how to define your greatest achievements at work?

The thing is, your effort and hard work alone aren’t enough. Unless they are in a structured plan. And this is how goals outline your achievements making them more definable. 

Having goals at the workplace helps you keep motivated, inspired, and organized so you don’t lose track of your purpose or progress.

And surely will help advancing the success of your career faster. 

In this article, I’ll explain the right process to set goals at the workplace that align with the company vision and serve your personal development as well.

Steps To Setting Goals At The Workplace 

steps to setting goals at the work place

You can consider this as a concrete process for reaching goals, they help you to shed the light on how to set the right structure that will help you in achieving success. So let’s start:

1.Identify your responsibilities at work

Start by naming your top tasks, why are you there and why the company is paying you. We all have some minor tasks, and some major ones. Create a comprehensive list that contains everything you do during the day, and try to sort them under 3 to 5 criteria. 

This will help you identify what kind of skills are required for each of them, Moreover, it helps you understand what kind of target you would like to achieve for each of these responsibilities. 

2.Make research

What success looks like in your position? Make a search, identify what other people have achieved in the same responsibilities you have right now. And what kind of skills you need for your main responsibilities.

Let’s say for example you work as a paid ads specialist, you can check Facebook success stories. This will give you a vision of what people are doing in this field which will load you with more creative ideas that you can tailor to fit your current job. 

Check other webinars, case studies, articles. Some online softwares such as Adjust provide very detailed articles about mobile marketing and analytics. This helps you expand your knowledge and strengthen your vision.

Make your research specific to the main responsibilities you identified in the first step. This will prevent you from being distracted. And also remember that you will run into a lot of ideas, so keep your mind focused on which of these ideas can be crafted to suit the company’s benefits.

3.Ask yourself real questions

After you have identified the core areas you are responsible for, and after you made your research for the required skills and relevant achievements in your field, it is time to turn to yourself and ask some tough questions. 

Start with identifying 

  • What are the levels of your current skills?
  • Are you putting enough effort that will help you make a difference and get benefits? 
  • What is it that you look to achieve a year from now? 
  • Do you have the self discipline to turn your vision into reality? 
  • What do you need to do/stop doing in order to be more successful?
  • What is the amount of support you are receiving from your workplace?
  • Is your direct manager collaborating with you to establish a thorough structure and plan? 
  • Are the company priorities clearly defined and set among the employees? 

These three steps I talked about so far help you understand where you want to be, where you are right now, and how to pave the path to get to where you want to be. 

In this way you have tied your search to specific core responsibilities, now you become more able to concentrate on them. And thus you can define specifically in what areas you want to strengthen your abilities and sharpen your skills. 

4.Seek help from your manager or supervisor

Regular meetings with your manager or supervisor will be beneficial on different levels. Try to discuss your roles and responsibilities. These discussions are important because they assure that you are up to date with the needs and functions of the company.

The more you get to understand the ins and outs of the company and how each department’s work is complementary to the other, the more your goals will become evident helping you work on them better. 

Another benefit from regular meetings with your manager is to understand what parts of your task is making a crucial point for the company.

Employees usually tend to prioritize some tasks that aren’t a top priority for the organization leading to spending the bulk of their time on the not-so-essential tasks. Clarifying this will help you establish goals and work on tasks that align with the goals of the company. 

5.Create a plan

Now that you went through all the previously mentioned steps, you can start sketching your plan. Do not consider this as a very detailed plan though. 

Put down the top core areas of your work and what you are looking to achieve 3 months from now, keeping the check quarterly gives you more power over the desired goals. Then list the type of actions you need to take to achieve each of them. 

Keep in your mind that your goals should be measurable and scalable. Check below for examples of setting goals and achieving them. 

6.Track your progress 

Create a vision board where you place the goal at the center and surround it with the smaller goals -steps- to achieve the main goals. This way you can track the smaller steps that you broke each goal to. 

Also, go back and check your plan periodically to see if you are still on the same track. And if the tasks that you are performing or focusing on are still relevant to the plan. 

When you find that you are able to meet the goals you established, other goals or wider plans will naturally evolve. However, if you find that your goals aren’t met then you need to take in -depth look with your manager, preferably, to see what changes you need to make in order to achieve them.

Examples Of Goals Setting At The Workplace

Example 1

Define the Goal: Increase the sales by –%, reach 300 customers, improve relationships with customers. 

How will you measure it?: Reach 25 customers per month, maintain contact with them monthly and help them in case they were finding any trouble using your product. 

How will you achieve it?: Introduce new features to the product that make it more agreeable to them. Adjust the prices in a way that is reasonable to them. Develop good relations with potential customers and give them free trials to experience the product. Listen to their feedback, and be willing to help them and listen to their needs.

What skills are needed?: Marketing, Sales and good communication skills.

Who will be contributing to you in order to achieve this ultimate goal?: Sales and Marketing departments. 

How long will it take?: One year.

Example 2

Define the goal: Introduce new 3 features to the mobile app. Increase user retention and audience size. 

How will you measure it?: Track DAU, sessions and retention rate. 

How will you achieve it?: Working on improving analytical skills. Check mobile app analytic courses or learning sources. Track other competitors’ apps features. Advertise for the application. Increase retention by implementing some retention strategies. 

What skills are needed?: Analytical skills, creativity, problem solving.

Who will be contributing to you in order to achieve this ultimate goal?: Marketing and IT. 

How long will it take?: 6 months

These two examples reflect how you can set goals and achieve them. By defining the main core areas you will work on, you get to be more focused. You might have small duties but you know at this point which ones are the top priority that require your full attention. 

Also, you get to understand what skills you need to focus on developing. Who will work with you, and the length till you see the outcome. 

Other Goals You Should Consider Working On In The Workplace 

goals to reach target

1.Explore other departments

This will give you an understanding of how other departments are run. The more you understand how each department is linked to the other. This will help reduce conflicts due to lack of role understanding or unnecessary competition. The more you get a thorough idea about those departments the more you will be able to collaborate to the strategic goals and vision of the company

2.Improve relationships with your team members

Having friendly relationships at the workplace makes working more enjoyable and pleasing. The more we are comfortable the more productive and energized we are toward work. 

Therefore, create good connections, by grabbing coffee together or having lunch together, if it is not possible and you are working from home, try to have separated meetings with your colleagues to discuss the mutual points between your roles. 

3.Work on your listening and speaking skills

Listening and speaking skills are powerful tools that you should work on. When you are listening and speaking effectively, you understand the problem the other colleague is facing, and you ask the right questions to make sure you understood what is said rightfully, and you convey clear direct messages that reflect exactly the meaning you intended. 

Those skills make work easier and more helpful. It allows everyone to not waste energy on unnecessary conflicts and misunderstanding. 

4.Work on your time management skills

Time management skills are the supporting skill to goal setting. If you set the right goals but you can’t control how you spend your time then none of your goals will be reached. Time management gives you the ability to organize your day according to priorities and your energy levels. Making sure you achieve on multiple levels on any given day.

5.Take courses

If you stop learning then it is as if you are sending the universe a message that you are interested in advancement anymore. Experience is what sharpens our knowledge, but we should be building a strong foundation for this knowledge continuously. 

Especially with today’s world where new things are introduced daily, it is essential that you follow up and learn everything that will support your personal and professional development. 


We all have this desperate thirst for learning and achieving. However, we get caught in procrastination and distraction continuously, which prevent us from reaching our ambitious goals and extinguish our love for advancement. 

However, keep in your mind that everything I mentioned in this article and all your desired goals won’t be achieved until you put in the real efforts. No goal whether personal or professional can be accomplished without your persistence and efforts.

Furkan Patan

Digital Marketer & Traveller. Blogger @HowToMotivateMe & @OlmeGormeden

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