Boost team productivity: How to run an effective goal-setting workshop

Discover how to run an effective goal-setting workshop with our comprehensive guide. Learn to prepare, conduct, and follow up on the workshop to set achievable targets, align team efforts, and increase productivity.

Craft Author: Tom Norman
Tom Norman
Team having a goal-setting workshop.

Goal-setting workshops are practical tools for teams to align their objectives with company goals. They offer a platform to define, discuss, and set achievable targets, and ensure everyone is working towards the common outcomes.

Follow this guide to discover insights into effectively preparing for, conducting, and following up on goal-setting workshops to ensure they're productive and lead to actionable outcomes, boosting your team's productivity and aligning their efforts with company goals.

What is a goal-setting workshop?

A goal-setting workshop is a gathering where team members come together to establish clear objectives for the short or long term. Unlike regular team check-ins, these sessions are designed to align everyone's efforts toward common goals.

During a goal-setting workshop, participants not only identify what needs to be achieved but also outline the steps to get there, assign responsibilities, and set a timeline. The aim is for your team to leave the meeting with a clear roadmap and an understanding of the way forward.

Benefits of a goal-setting workshop

Goal-setting workshops are crucial for keeping teams on track and aligned with the company's broader objectives. Without these targeted discussions, it's all too easy for teams to become distracted or misaligned, which can lead to inefficiencies and missed opportunities. These meetings can also boost motivation by creating a sense of ownership and commitment to company goals.

Finally, goal-setting workshops offer a chance to reflect and reassess, allowing teams to align their goals with changing business landscapes and personal growth trajectories.

Goal-setting workshop templates

Preparing for the workshop

  • Identify objectives: Begin by determining the primary goals of the workshop. This might include aligning team goals with organizational objectives, fostering personal development, or strategizing for specific projects. Clear objectives guide the structure and content of the workshop.
  • Select participants: Choose attendees who will contribute diverse perspectives. This selection should include individuals from different departments or roles, to ensure a comprehensive view of goals and challenges.
  • Build an agenda: Create a detailed agenda in Craft that outlines the key activities, discussions, and breaks. This should include time dedicated to brainstorming sessions, goal formulation, and the development of action plans. A well-structured agenda helps in maintaining focus and managing time effectively during the workshop. Make sure to share it with the team before the meeting so that everyone can come prepared and ready to contribute.
  • Gather materials: Prepare the necessary materials such as whiteboards for group work, markers, post-it notes for brainstorming, and handouts or guides on effective goal-setting techniques. Having these materials ready ensures a smooth, uninterrupted workshop experience.
  • Set the environment: Choose a room that is comfortable and free from distractions. If the workshop is virtual, ensure that all participants have access to the necessary online tools and understand how to use them.
  • Communicate expectations: Before the workshop, inform participants about its purpose, the agenda, and what they need to bring or prepare. This could include pre-workshop reading or thinking about personal and team goals.

Running the workshop 

Set clear context and objectives

Kick off the meeting by reminding everyone of its purpose. Share the objectives and clarify how they align with the company's long-term vision or current projects. Offering this context upfront helps to orient everyone and makes the discussion more focused and productive.

Establish ground rules

Before diving into the agenda, set some ground rules. Whether it's "no interrupting" or "all ideas are valid," these guidelines create a respectful and inclusive environment. This way, even quieter team members can feel more comfortable sharing their thoughts.

Use engaging brainstorming techniques

Consider employing effective brainstorming techniques. You can try a SWOT analysis for a structured approach or use "silent brainstorming" to let people independently jot down ideas. Different methods can reveal new ideas, and rotating brainstorming techniques in future meetings can ensure creativity and prevent stagnation.

Encourage collaboration with breakout groups

For larger teams, consider dividing them into smaller groups to tackle different topics. This approach allows for more nuanced discussions and prevents the meeting from becoming too unwieldy. After reconvening, the groups can share their insights, making a structured contribution to the overall discussion. You can designate a representative from each group to summarize the main takeaways for everyone.

Set SMART goals together

Transform the ideas from the brainstorming session into S.M.A.R.T goals, making sure they are Specific, Measurable, Achievable, Relevant, and Time-bound. Discuss and agree on who takes responsibility for each goal and make sure everyone understands the criteria for success. This can lead to more effective execution. Document these goals in Craft to serve as a reference point for everyone moving forward.

Ask for feedback

Before closing the meeting, open the floor for questions and feedback. Ensure that everyone feels their input was considered and ask if the goals set during the meeting feel attainable and relevant. This not only validates your team's contributions but also identifies gaps or blind spots that might have been missed. You can also consider concluding with a short anonymous survey.

Best practices

  1. Clear communication before the workshop: Make sure that all participants understand the purpose, format, and expectations of the workshop. This helps in setting the right mindset and making sure everyone comes prepared.
  2. Inclusive participation: Create an environment where every participant feels comfortable sharing their thoughts and ideas. Use techniques like round-robin or brainstorming sessions to encourage input from everyone.
  3. Use of effective goal-setting frameworks: Implement well-established frameworks like SMART (Specific, Measurable, Achievable, Relevant, Time-bound) to guide the goal-setting process. This helps in creating realistic and actionable goals.
  4. Flexibility in the agenda: While having a structured agenda is important, be flexible to accommodate deeper discussions or unexpected valuable inputs.
  5. Regular breaks: Incorporate breaks to prevent fatigue and maintain high levels of engagement throughout the workshop.
  6. Encourage ownership: Inspire participants to take ownership of their goals. You can achieve that by letting them lead the discussion around relevant goals and action plans.
  7. Documentation and follow-up: Properly document all goals and your action plans in Craft, and share them with the participants after the meeting. Set up a system for regular follow-ups and progress checks.


Documenting your SMART goals

As soon as the meeting concludes, gather the decisions made into a comprehensive shared document in Craft. This should include not only the goals but also the specific metrics used to measure success, the deadlines for each goal, and the team members responsible for them.

Communicating the goals to the team

After the meeting, share the meeting notes and the document you created with the team. Consider holding a brief follow-up meeting to go over these documents, answer any lingering questions, and ensure that everyone is clear on their roles and responsibilities. The purpose is not just to distribute information but to make sure that each team member understands how their individual tasks contribute to the broader goals.

Tracking and evaluating progress

Goal-setting is just the beginning; what matters is your path to achieving them. To make sure everyone's staying on track, set up regular checkpoints. These could be weekly or bi-weekly stand-up meetings to discuss progress or more detailed monthly reviews for a deeper dive into each goal's status. Use your document in Craft to track key performance indicators, deadlines, and completed tasks. These regular check-ins not only hold everyone accountable but also provide opportunities to adjust strategies and reallocate resources if needed.


Running effective goal-setting workshops is the key to aligning your team's objectives with wider company goals. These sessions enable teams to define, discuss, and establish achievable targets, ensuring collective efforts are directed towards common goals.

Preparation for the meeting involves setting clear objectives, crafting a detailed agenda, and communicating with the team beforehand. During the workshop, engage the team in creative brainstorming and formulate SMART goals together. Post-workshop, maintaining momentum is key. This can be achieved through thorough documentation, regular communication, and progress tracking.

To take your team's goal-setting to the next level, start planning your next workshop today. Remember, the journey from strategy to execution begins with a well-structured and focused session. Get started on turning your team's aspirations into achievements.

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