Track Work Goals
Complete step-by-step checklist to track work goals covering review annual objectives (okrs) and set up tracking dashboard, and essential action items.
Review annual objectives (OKRs)
Ensure daily work supports quarterly and yearly targets
Set up tracking dashboard
Use spreadsheet or tool to track KPIs and goal numbers
Update metric numbers weekly
Log completed tasks, sales, or project percentages weekly
Identify goal blocks early
Flag metrics that are running behind and plan corrections
Review goal progress with lead
Discuss goal metrics during weekly 1-on-1 meetings
Assess goal metrics quarterly
Do detailed quarterly reviews to update target numbers
Set skill milestones
Track certifications or skill goals alongside work goals
Log major work achievements
Keep record of major wins for annual review discussions
Ask team for feedback
Get monthly input from peers to improve task performance
Align tasks with core metrics
Verify daily tasks directly affect target work metrics
Set milestone rewards limits
Plan small personal rewards for finishing hard key goals
Verify target metrics consistency
Ensure metric formulas match those tracked by director