Goals Tab (Masterplan)

In this section of your plan, you will be addressing the company’s overall goals, and their goals within a few key areas such as Revenue/Financial and Innovation/People.

This page is very straight forward, and you will simply be inputting the information within each field. The “Big 3 Goals” area will be where you will be inputting the name of the goal, the financial effect/goal and finally the description of this goal and its impact if achieved/reason for being pursued.

After completing the big 3 goals section you will have 5 more Goals sections to address, one of which (Shareholder Goals) is optional, with the other 4 being required for the best possible final plan:

FAQs:

Can I add Additional Goals?

  • No, this section limits you to 3 goals to keep the focus of the plan and to best report on the specific overall direction of the business. You will have opportunities later on in the plan to input short term goals or actions which can contribute to these overall Business Goals

Is there a Limit to the amount of text I can input into the boxes in this section?

  • Yes, as the plan produced is intended to be as “Lean” as possible. Each field is uniquely limited to provide the best possible output in your final Plan.