Business/Personal Reviews and Goals Worksheet

consultants in organization effectiveness
providing support in development of
human resources and organizational systems

Note: this outline and the forms that follow are suggestions. You should feel free to make whatever modifications you believe appropriate for you and for your situation. However, I urge you to push well beyond your comfort zone. By doing so you will enhance and expand your opportunities to learn and to grow.

  1. Company Mission
  2. Market Size and Share
  3. SWOT Analysis
  4. Financials (see Excel Spreadsheet)
  5. Significant Accomplishments Of Prior Year ( ____ )
  6. Prior Year Decisions I Would Change If I Could
  7. Key Business Goals / Targets For Current Year
  8. Major Obstacles To Reaching Key Current Year Goals / Targets
  9. Long Term Business Goals (3 to 5 Years)
  10. Major Transition Events to Reach these Long Term Business Goals
  11. Organization – Direct Reports, Other Key Employees
  12. Developmental Goals For Key Employees
  13. Personal Assessment And Goals
    1. Personal / Life Mission Statement
    2. Personal Goals / Targets For Current Year
    3. Personal Goals For Prior Year Which I Did Not Achieve
    4. My Personal Definition Of Success
    5. What I Need To Do To Bring Me Closer To That Definition
    6. Long Term Personal Goals (3 to 5 Years)
    7. How I Manage My Time
  14. My Vistage Experience

I. Company Mission

(If formalized or a thoughtful statement defining what business your company is really in.)

___________________________________________________

___________________________________________________

___________________________________________________

II. Market Size and Share

A pie chart expressing your best estimate of the size of your market, your market share, and that of your top five or so competitors (by name).

Market Definition: ___________________________________________

Market Size: $___________ Our Market Share: _____%

 

Top Competitors and Share

___________________ ____%

___________________ ____%

___________________ ____%

___________________ ____%

___________________ ____%

III. SWOT Analysis

Strengths, weaknesses, opportunities and threats for your company compared to those of your competitors.

Key Company Strengths                     Key Company Weaknesses

1. ___________________________ 1. ____________________________

2. ___________________________ 2. ____________________________

3. ___________________________ 3. ____________________________

4. ___________________________ 4. ____________________________

5. ___________________________ 5. ____________________________

Key External Opportunities                     Key External Threats

1 ___________________________ 1. ____________________________

2. ___________________________ 2. ____________________________

3. ___________________________ 3. ____________________________

4. ___________________________ 4. ____________________________

5. ___________________________ 5. ____________________________

IV. Financials (See Excel spreadsheet) [Available from Gil]

V. Significant Accomplishments Of Prior Year ( ____ )

    1. _____________________________________________________________
    2. _____________________________________________________________
    3. _____________________________________________________________
    4. _____________________________________________________________

VI. Prior Year Decisions I Would Change If I Could

    1. _____________________________________________________________
    2. _____________________________________________________________
    3. _____________________________________________________________

VII. Key Business Goals / Targets For Current Year ( ____ )

    1. _____________________________________________________________
    2. _____________________________________________________________
    3. _____________________________________________________________
    4. _____________________________________________________________
    5. _____________________________________________________________

VIII. Major Obstacles To Reaching These Current Year Business Goals

    1. _____________________________________________________________
    2. _____________________________________________________________
    3. _____________________________________________________________

IX. Long Term Business Goals (3 to 5 Years). The following changes/objectives describe my vision of the future for my company:

Product / Service Scope: ______________________________________

__________________________________________________________

Market Scope: ______________________________________________

__________________________________________________________

Strategy / Structure: _________________________________________

__________________________________________________________

Size / Profitability: ___________________________________________

__________________________________________________________

How I Spend My Time In The Business: __________________________

__________________________________________________________

Other: _____________________________________________________

___________________________________________________________

___________________________________________________________

X. Major Transition Events To Reach These Long Term Business Goals:

    1. ________________________________________________________
    2. ________________________________________________________
    3. ________________________________________________________
    4. ________________________________________________________
  • ________________________________________________________

 

XI. Organization

Direct Reports
Name: ____________ ____________ ____________ ____________
Position: ____________ ____________ ____________ ____________
Age: ____________ ____________ ____________ ____________
Years W. Co.: ____________ ____________ ____________ ____________
Salary: ____________ ____________ ____________ ____________
Expertise: ____________ ____________ ____________ ____________
Ownership: ____________ ____________ ____________ ____________

Other Key Employees

Name: ____________ ____________ ____________ ____________
Position: ____________ ____________ ____________ ____________
Age: ____________ ____________ ____________ ____________
Years W. Co.: ____________ ____________ ____________ ____________
Salary: ____________ ____________ ____________ ____________
Expertise: ____________ ____________ ____________ ____________
Ownership: ____________ ____________ ____________ ____________

XII. Developmental Goals For Key Employees:

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

________________________________________________________________

XIII. Personal Assessment And Goals

  1. Personal / Life Mission Statement:
    __________________________________________________________
    __________________________________________________________
    __________________________________________________________
  2. Personal Goals / Targets For Current Year:
    _______________________________________________________
    _______________________________________________________
    _______________________________________________________
    _______________________________________________________
  3. Personal Goals For Prior Year Which I Did Not Achieve (& Why):
    _______________________________________________________
    _______________________________________________________
    _______________________________________________________
  4. My Personal Definition Of Success:_________________________________
    __________________________________________________________
    __________________________________________________________
    __________________________________________________________
  5. What I Need To Do To Bring Me Closer To That Definition:
    __________________________________________________________
    __________________________________________________________
    __________________________________________________________
  6. Long Term Personal Goals (3 to 5 Years):
    _______________________________________________________
    _______________________________________________________
    _______________________________________________________
    _______________________________________________________
  7. How I Manage My Time:
 

Prior Year

Current Year

3-Year Goal
Business: ______ % ______ % ______ %
Family /Signfcnt. Othrs.: ______ % ______ % ______ %
Social: ______ % ______ % ______ %
Sleep: ______ % ______ % ______ %
Fitness: ______ % ______ % ______ %
Spiritual: ______ % ______ % ______ %
Self-Time: ______ % ______ % ______ %
Community: ______ % ______ % ______ %
Pers. Development: ______ % ______ % ______ %
_______________: ______ % ______ % ______ %
_______________: ______ % ______ % ______ %
Total: 100 % 100 % 100 %
Last Vacation: Date: ______ Length: ____ Where: ____
Next Vacation: Date: ______ Length: ____ Where: ____
Last Medical Physical: ________ Next Medical Physical: _____
Health Goals by ___________

Weight: _____

Blood Pressure: ______

Cholesterol: _____

    

XIV. My Vistage Experience

A. What My Chair Can Do To Help Me Get The Most Out Of Vistage:

  1. ________________________________________________________
  2. ________________________________________________________

B. What My Group Can Do To Help Me Get The Most Out Of Vistage:

  1. ________________________________________________________
  2. ________________________________________________________

 C. What I Can Do To Get The Most Out Of My Vistage Experience:

  1. ________________________________________________________
  2. ________________________________________________________

D. What I Can Do To Help My Fellow Members Get The Most Out Of Vistage:

  1. ________________________________________________________
  2. ________________________________________________________