GoalEnvision is a powerful tool that helps organisations set and implement their goals and strategies. By using GoalEnvision, you can ensure that all key areas are considered in your strategic planning and that your goals are clear and measurable. Here is a step-by-step guide to setting up your strategy in GoalEnvision.
Step 1: Define your Vision and Business Concept
The first step in setting up your strategy in GoalEnvision is to define your vision and mission. Your vision should be inspiring and provide a clear picture of what you want to achieve with your organisation. Your mission statement should describe what you offer and how you differ from your competitors.
GoalEnvision offers tools and resources to help you formulate a powerful vision and mission statement. You can download workshop instructions for group work, read tips for successful formulations, and use the in-built AI for direct suggestions based on your business area and the benefits of your offer to the customer.
Step 2: Set Growth Targets
The next step is to set growth targets for your organisation. These targets should be ambitious but realistic, and they should help you achieve your overall vision and ambitions. GoalEnvision provides the ability to set overall growth goals that are measured either via a measurable KPI or a 0-100% estimate.
Step 3: Formulate Strategic goals
After setting your growth objectives, the next step is to formulate strategic objectives that describe more concretely how the growth targets will be achieved. These goals should be specific, measurable, achievable, relevant and time-bound (SMART). GoalEnvision's AI can help you with the names, measures and conditions for your strategic goals.
Step 4: Place the Goals in Success Perspective
Each strategic goal is placed in one of five success perspectives to clarify the order, prioritisation and logic of the strategy. These perspectives include marketing, sales, operations, people and finance.
Step 5: Identify conditions
To achieve your strategic goals, you need to identify the conditions needed for success. These can include resources, competencies, and other factors. GoalEnvision's AI can help you identify relevant conditions for your strategic goals.
Step 6: Measure and Monitor Progress
After setting your strategic goals and identifying the necessary conditions, it is important to regularly measure and monitor progress towards your goals. GoalEnvision offers a range of tools to help you do this.
The goal's metrics can be measured either with an objective value such as km/h, or a subjective value in the form of a survey where people are asked how they feel about something. The average of the ratings in the survey then becomes the current value for the goal's measure. In GoalEnvision you will find many useful survey templates that you can use to create your own surveys.
Step 7: Delegate and Coordinate Tasks
To effectively implement your strategy, it may be necessary to delegate certain tasks to other members of your organisation. GoalEnvision makes it easy to delegate tasks and coordinate work by reminding those responsible and collecting reports and suggested activities from those responsible for each goal and compiling them in the tool.
Step 8: Use External Connections and AI
GoalEnvision also offers a range of external connections and AI features that can help you effectively execute your strategy. You can connect GoalEnvision to Google Workspace, Office 365, Slack and Trello to link discussions, tasks and documents to strategic goals. In addition, GoalEnvision's AI can help you find and formulate inspiring and motivating goals, as well as provide suggestions for prerequisites and realistic tasks to achieve those goals.
By following these steps, you can effectively set up and implement your strategy in GoalEnvision. With the right planning and tools, you can lead your organisation to success.