7
GOAL PLANNING
WORKSHEET
After you've defined and set your goals in our
SMART Goals Worksheet, it's time for your
board to implement a plan to achieve them.
This involves breaking up your goals into
actionable steps, assigning responsibilities,
and setting realistic deadlines for each action
item.
This Goal Planning Worksheet creates an
overarching execution plan that serves as
a roadmap to achieve your goals. For each
HOA goal, fill in five action items that must
be completed, which board member is
responsible for each step, and when it must
be accomplished.
7
6
5
4
8
9
10
11
3
12
13
2
