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Goal Planning Worksheet

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6 GOAL PLANNING WORKSHEET EXAMPLE # WHAT WHO WHEN 1 Launch a multi-channel communication campaign that includes email newsletters, fliers, social media, and the community app. John H. Send reminders 2 weeks, 1 week, and 1 day before each board meeting. 2 Incentivize meeting attendance. Gather and apply the necessary resources to offer small perks for attending, especially for first-time attendees or those who bring a neighbor. Karla Z. Formalize incentives 2 weeks before the next board meeting. 3 Organize a 30-minute, pre-meeting social event, like a coffee meetup or pizza with the board, to encourage attendance in a more relaxed environment. William B. Solidify plans and secure the necessary resources and funding in 1 month. 4 Review and update meeting content, including the agenda and reports, to simplify and make the meeting more engaging. Brittany J. Approve updated content at least 2 weeks before the next board meeting. 5 Track and evaluate progress to ensure efforts are affecting measurable change. Kevin T. Monthly after each board meeting. GOAL: Increase homeowner attendance at board meetings by 25% in 6 months through improved communication and events. 7 6 5 4 8 3 2

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