4 Employee Goal-Setting Templates

Effective goal setting is a cornerstone of employee development and organizational success. Goal-setting frameworks not only encourage accountability but also strengthen the connection between individual contributions and broader company goals.

In this article, we've curated a collection of employee goal-setting templates designed to streamline the process for HR professionals like you. Whether you're planning performance reviews, onboarding strategies, or team development sessions, our templates — ranging from goal review templates to 30-60-90 day plans to SMART goal frameworks — are ready to help you drive results.

Goals Review Template

By taking the time to perform a backward-looking review of goals, OKRs, and competencies, managers and employees can better understand success factors, identify roadblocks, celebrate wins, and plan ahead for the future.Use this goals review template to get started.

This goals review template provides these key benefits for teams like yours:

1. Enhanced Alignment: Align individual goals with organizational priorities, fostering a shared sense of purpose.
2. Actionable Feedback: Provide structured insights into strengths, challenges, and areas for growth.
3. Celebrate Wins and Address Challenges: Recognizing achievements while tackling roadblocks to future success.
4. Consistent Process: Standardize self-reviews and manager-led reviews, ensuring fairness and efficiency.

30-60-90 Day Plan Template

This 30-60-90 day plan template helps you align your team’s work, set expectations, and ultimately create a guide for one-on-one meetings and performance conversations.

This 30-60-90 Day plan template provides these key benefits for teams like yours:

• Clear Expectations: Provide a structured framework to set realistic goals for new hires, ensuring alignment from day one.
• Performance Benchmarking: Help managers track progress and measure success at 30, 60, and 90 days.
• Focused Development: Balance learning, performance, and stretch goals to accelerate employee growth and impact.
• Onboarding Success: Ensure new hires feel supported, delivering value quickly while building confidence and engagement.

SMART Goals Template

Setting SMART (specific, measurable, achievable, relevant, time-bound) goals helps you dive into the details, building a sense of urgency and ensuring goals align with business targets. Managers and direct reports can use this SMART goals template to set more effective goals.

This SMART goals template provides these key benefits for teams like yours:

1. Clarity and Focus: Encourages employees to set well-defined, actionable goals with clear outcomes.
2. Measurable Progress: Provides a framework to track progress and assess success through measurable criteria.
3. Aligned and Realistic Goals: Ensures goals are relevant to organizational objectives and achievable within the given timeframe.
4. Accountability and Timeliness: Helps employees stay on track with deadlines and fosters a results-driven mindset.

Quarterly OKRs Template

Setting goals for employees and teams is at the core of any performance management plan. Objectives and key results (OKRs) help ladder up individual and team goals to top-level business objectives. Use this quarterly OKRS template to set clear targets for your entire team.

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This quarterly OKRs template provides these key benefits for teams like yours:

1. Strategic Alignment: Connects individual and team objectives to broader company goals for cohesive progress.
2. Actionable Results: Breaks down objectives into measurable key results, making goals easier to achieve and track.
3. Enhanced Accountability: Provides a clear structure to track progress and performance at all organizational levels.
4. Improved Focus: Encourages prioritization of key objectives, ensuring efforts are directed toward the most impactful outcomes.

Improving Goal-Setting Strategies With Lattice

We hope these templates offer a useful starting point as you prepare your own employee goal strategy. As you grow your people in their careers, you simultaneously grow your organization's potential. If you’d like to learn more about how the Lattice platform can help you manage your people and their performance, we’d love to chat. Request a demo today.

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