Setting goals is an important personal skill to achieve and measure success. Teaching others to set goals is an important skill for successful leaders to master. Teaching people to set goals ensures their personal and organizations success. Unfortunately, too many people work for bosses who do not know how to set goals, let alone how to teach others to set goals. If you read and put into practice any of the suggestions from my earlier post, you know how to effectively set personal goals. Learning to teach others and helping them along the way is pretty easy when you follow these steps.
Once you understand the process for setting goals and achieve a few goals you develop an appreciation for the importance of goal-setting. The process is pretty simple. First assess things you do well, things you can improve, and what you want to accomplish. Next, figure out where you are in life and where you want to be. Third, develop a plan to move closer to your desired end state. It does not have to be a perfect plan. By the time you develop a perfect plan it will be too late, so take your imperfect plan and adapt is as you move along the path to success. Written goals are more effective than those that are not written. Periodically check your progress. You will find that as you change, other things change too. That requires you to make adjustments to stay headed in the correct direction. That is also why perfect plans are rarely effective. This paragraph is intended to be a review. For more on setting personal goals see my earlier blog by clicking here.
You have to set and achieve a couple goals before you begin trying to teach others. If you are in a leadership position you probably have done that. Maybe you never thought about how you go about setting and achieving goals so you do not know how to teach others. That is the point of this post. It is only a little harder to teach others to set their own goals than it is to learn to do it yourself.
Start by sitting down with your employee or protegee and explain the goal setting process described above to them. Share a story of your personal success following the goal setting strategy to motivate them. Explain the SMART model Specific, Measurable, Attainable, Relevant, and Time-bound goals. Share your version of a Goal Setting Worksheet to document their goal. Click here for an example.
When you introduce the goal setting process, take time to explain each step briefly. You will demonstrate each step when you spend time helping him set his first written goal. It helps to have a set of directions even if you do have a tour guide for the first trip. It also communicates credibility.
When you explain SMART goals, explain each term. Help them understand the difference between a specific and non-specific goal statement. There is a difference between saying, “I want to loose weight.”, and, “I want to loose 25 pounds.” It seems obvious on the surface and when the two appear side-by-side. People who have not successfully set and achieved goals think they are the same. Explain different ways to measure success when you talk about a goal being measurable. In the weight example you could measure fat lose by using a scale or waist size. The simplest way I ever heard to explain attainable is to ask the other person if someone has previously done what they want to do. If someone else achieved it then that person can as well. Relevant goals can be relevant. Explain that a work place goal is relevant to the workplace. Personal goals are relevant to their life. Relevance is the “Why” of the goal. When discussing time-bound explain it prevents or reduces procrastination.
Introduce your version of the Goal Setting Worksheet. I learned in the One-Minute Manager that a written goal should fit on one page, be less than 250 words, and reviewed in less than a minute to ensure people review it periodically. The worksheet becomes the map to achieve the goal. In my work, I found a simple set up makes writing down goals easy. Put the name of the goal at the top. Next list the person completing the goal, the start date, and the target completion date. If you have more than one employee, it helps to have their names on the worksheet when you follow up later with them. List the steps necessary to complete the goal. Identify some measurements of success and what the desired end state looks like.
Start to put everything together. Work with the employee to find a goal. Help them conduct her first assessment by asking questions that guild them to find out what they want to achieve. Questions should include answers that provide insight to the SMART elements. Work with them to write out the goal on the worksheet. If you are working on a workplace goal, you, as the leader, must agree the goal is worthy use of her work time. Once the goal is established and written up, make a copy for you. The employee keeps the original.
As part of the goal setting process establish when you will meet again to review the progress. I recommend daily or weekly for small, simple goals with inexperienced employees. Eventually employees will develop bigger goals. You need to meet less often to assess progress and success.
During the periodic review meeting ask for details about the progress of each task step. Inquire about problems he encountered and how they resolved those problems. Review the measurements to help them understand if he is doing what he set out to do. Before you finish the meeting, ask if he needs anything from you to continue. Find out what steps he will take between this meeting and the next. Wrap up by setting the next meeting date and praising his progress.
Learning to set and accomplish goals is an important growth steps for individuals. Learning to teach others how to set and achieve goals is an importation growth step for leaders. Leaders first have to understand the process used to set and achieve goals. You cannot teach what you do not know. When you sit down to teach someone how to set a goal, review the goal setting process of assessing what you want to achieve, identify where you are and where you want to go, develop a plan, establish measures of success, and evaluating and adjusting the plan periodically. Explain why goals are SMART. Introduce the Goal Setting Worksheet because written goals are more likely to be achieved. Take time to walk the employee through the process of setting a goal. Meet periodically to assess progress and provide support. Before long, your protegee will be teaching others how to succeed and you will be known as a successful leader.