Strategic Goal-Setting Template (2026 Edition)
- Axiom Coaching
- 5 days ago
- 2 min read
Axiom Coaching • Leadership Alignment • Strategic Execution
Section 1: Organizational North Star
Purpose: Create absolute clarity before goals are set.
1. Vision Statement (Where we are going): Example: “To build the most trusted leadership development organization in the region.” Write yours:
2. Mission (How we deliver value):
3. Core Priorities for 2026 (Top 3–5):
Axiom Coaching Note:
Organizations collapse under complexity. Growth happens when leaders ruthlessly focus on fewer, more strategic priorities.
Section 2: Annual Strategic Goals (High-Level)
Define your 3–7 anchor goals for the year.
Goal #1 (Annual):
Why this goal matters:
How success will be measured (KPIs):
Primary Owner: _____________________ Supporting Team(s): _____________________
(Repeat for all annual goals—recommended 3–7 total.)
Section 3: SMART Goal Builder (Per Goal)
Use this to convert your big annual goals into actionable SMART goals.
SMART Goal Template
Specific:
Measurable (KPIs or metrics):
Achievable (Resources needed):
Relevant (Aligned with the North Star?):
Time-Bound (Deadline or checkpoints):
SMART Goal Final Statement:
Section 4: Quarterly Execution Plan (Q1–Q4)
Break down annual goals into 90-day priorities—just like LEGO did during their turnaround.
Quarterly Plan Example Structure:
Quarter 1 (Jan–Mar)
Top 3–4 Quarterly Goals:
Key Projects or Initiatives:
KPIs / Success Metrics:
Quarterly Milestones:
Week 4: _____________________________
Week 8: _____________________________
Week 12: ____________________________
Quarter Owner: ____________________
(Repeat this structure for Q2, Q3, & Q4.)
Section 5: Accountability & Leadership Alignment Framework
This section mirrors LEGO’s discipline-building turnaround model.
Weekly Accountability Rhythm
Team Weekly Check-In:
Top priorities for the week
Roadblocks
Quick wins
KPI updates
Decisions needed
Owner: ____________________ Meeting Day/Time: ____________________
Monthly Leadership Review
Agenda:
Review KPI scorecard
Review budget/expenses
Check on strategic projects
Identify misalignment or bottlenecks
Adjust next month’s priorities
Owner: ____________________ Date: ____________________
Quarterly Strategy Session
Agenda:
Evaluate quarterly achievements
Reset next quarter’s goals
Discuss talent needs, resource allocation
Re-align leadership for next 90 days
Owner: ____________________ Date: ____________________
Axiom Coaching Reminder:
Predictable rhythms create predictable results. If it’s not measured and reviewed, it’s not a priority.
Section 6: Scorecard & KPI Dashboard (Weekly/Monthly)
Track only what matters—no noise.
KPI Categories (Customize as needed):
Financial KPIs:
Revenue Growth: __________________
Profit Margin: __________________
Cost Reductions: __________________
Operational KPIs:
Delivery Times: __________________
Project Completion Rates: __________________
Leadership KPIs:
Meeting attendance: __________________
Alignment score (survey): __________________
Customer KPIs:
NPS / Satisfaction: __________________
Retention Rate: __________________
People KPIs:
Hiring KPIs: __________________
Engagement Scores: __________________
Axiom Coaching Insight:
LEGO’s turnaround accelerated the moment they tied KPIs to real-time decision-making. Visibility = Power.
Section 7: Risk Assessment & Contingency Planning
Key Risks to Goal Achievement:
Mitigation Plan:
Backup Strategy:
Section 8: Celebration & Wins Tracking
Regular wins build morale and momentum.
Quarterly Win Log:
Plan to Celebrate Success:
Section 9: Notes & Insights
Freeform space for leaders during reviews.
Ready to Build a Stronger, More Aligned 2026?
Axiom Coaching supports leadership teams with:
Strategic goal-setting workshops
Leadership alignment sessions
Accountability systems
KPI and scorecard design
Organizational clarity and execution roadmaps
📩 Download HERE for an editable version.
Need help? Email-info@axiomcoaching.org
Check out our Goal-Setting Guide to go along with your worksheet
📞 Book a consultation with Us to strengthen your strategy and accelerate execution
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