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Creating Common Goals

Author: Sophia

what's covered
This lesson introduces team goals and the process of creating team goals. Why is a goal important? Are there types of goals? How are goals created? What is a team charter? Specifically, this lesson will cover:

Table of Contents

1. Importance of Goals

Imagine two sides of a fence. On one side you have clear communication and on the other side, unclear communication.

When we have clear communication, everyone is in alignment with the team. They're all moving as a focused unit with teamwork.

Each is committed with purpose to the goal. They're accountable. They trust each other. They're all moving forward to the same place.

Clear communication involves:

  • A focused unit
  • Teamwork
  • Committed with purpose
What happens when communication is unclear? Well, you start to see people scattered a little bit. The effectiveness is decreased. The commitment to the team has decreased.

You may find some conflict between the team members because they're just unclear as to what each person's roles and responsibilities are and how they interrelate. Team members may draw different conclusions as to what the most desirable outcome may be. They're not sure where their priorities lie. People get a little off track. There is decreased effectiveness and commitment to the team. As you can see, the goal tends to get lost with unclear communication.

Unclear communication characteristics involve:

  • Conflict
  • Off track
  • Lack of commitment
Let's move on to types of goals. They may be short-term, medium-term, or long-term, but one consistently builds to another.


2. Types of Goals

A goal always supports the one above it. A short-term goal always supports a medium-term goal. A medium-term goal always supports a long-term goal. Long-term goals always support even longer-term or permanent goals.

Goals exist at every level of an organization. There are personal goals, role goals, team goals, department goals, and organizational goals. You can see that individual goals—whether personal, role-based, team-based, departmental, or organizational—all build on each other.

It's a balance between the strengths of the individuals, their responsibilities, and their roles to achieve that long-term, medium-term, or short-term goal.

Once goals are defined, established, and clearly communicated, assignments for the responsibilities are communicated. This is when the goals become interdependent.

did you know
There is a difference between role and personal goals. Role goals are very narrow and specific. Personal goals are all the goals for an individual. These include goals that lead to personal and professional development.

The team needs to look at the personal and role goals. What are the strengths of the individuals on the team? Who can be brought up for the specific goal of the team? Role responsibilities can influence the team goals.

IN CONTEXT

Someone higher up in the organization or the department may say, listen, your team comprises a great amount of strength that we need for this particular goal. Therefore, role goals can influence or define higher-level, long-term goals. Team goals can influence personal goals.

big idea
Goals are interdependent. It's all about balance. They influence and impact each other.

This is where performance evaluations come into play. There may be more focus placed on role goals. There may be an expectation of working together with other people on the team as well, which also develops a team goal.

did you know
Expectations should be set before the evaluation. This should not come as a surprise about role, personal, or even team goals. Clear communication comes into play even when discussing employee evaluations.

In the next lesson, you will learn more SMART goals.


3. Team Charter

The team charter is a document that lists out certain aspects of a team. It starts off with the team purpose, which is an explanation of why the team is coming together. It answers questions such as whether this is just a problem-solving team. Is there an endpoint? What are the goals?

In this document there will be a list of team goals, objectives, and any deliverables that need to be produced, along with any metrics. You want to make sure that everything is measurable.

Questions a team charter should answer:

  • What are the role goals for each team member?
  • Do we need management?
  • Who has authority to sign off on what approvals?
  • How will the various roles come together?
  • Are there any constraints for any roles?
  • What are the resources (time, money, materials) needed to get the job done?
  • What are the operations of this team?
  • What processes will be put in place as you track the process?
It is important that all members come together and sign off on this. This charter may be very high level, or it may be very detailed.

did you know
A very detailed charter may take a long time to develop, so it may not prove to be efficient for most teams.


4. Role Development

There are many ways to establish team goals. Take a look at this image of two different scenarios.

On one side, you have the team around a table. This is more of a democratic process. There may be someone mediating and taking notes about individual goals. Everyone is contributing to the goal.

This really helps solidify their commitment and their purpose. It increases buy-in for the goal as well as an understanding of their responsibilities and their roles. When goals are passed down from leadership without a discussion, team members may disagree with it, and they may not execute the goal as intended. The roles aren't as clear.

summary
In this lesson, you learned about the importance of goals. It prevents people from drawing different conclusions and prevents the conflict that might result. You learned about different types of goals: the short-term, the medium-term, and the long-term. You also learned about personal goals; role goals; team, department, and organizational goals, and how they all impact each other. You also learned about a team charter and how this document can be very high level or very detailed. Finally, what did you learn about role development and how the team comes together to generate ideas about their own purpose and their own personal goals and role goals.

Source: THIS TUTORIAL WAS AUTHORED BY KELLY NORDSTROM FOR SOPHIA LEARNING. PLEASE SEE OUR TERMS OF USE.