ABCDE
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TRACKABLE ROADMAP
You can use this template to track each SMART goal that your team created. Use the examples below as a guide. Make a copy of this spreadsheet and then edit it with your goals. Put the target date in the column next to the goal, and then mark it completed once you finish the task. This is a great way to keep all your goals visible at a glance and make sure that you're staying on track.
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ObjectiveGoalDue DateStatus
Staff Responsible
3
Financial sustainability
4
Complete annual budgetJanuaryCompleted!
5
Establish a development committeeQ1
6
Annual fundraising plan createdQ1
7
Social Enterprise - 1 or 2 products offeredQ1
8
Expand Impact + Customer Reach
9
Consistently serving four clients a monthJanuary next year
10
Hire an additional designer and serve 8 clients a monthJanuary next year
11
Formalize programming for this year; create a program planQ1
12
Move into a larger spaceJanuary next yearCompleted!
13
System to handle requestsQ4
14
Develop sister-ministry network and trainingsDecember 2022
15
Onboard 10 sister-ministriesDecember 2022
16
Internal Systems + Procedures
17
Develop a 1-3 year strategic planJanuary 2020Completed!
18
Develop Communications + Marketing PlanQ1 2021
19
Develop Evaluation PlanQ1 2021
20
Accounting system in placeQ1 2021
21
Donor, client, and customer management systemQ1 2021
22
Furniture drop-off process createdQ1 2021
23
Hire staff and build out board roles
24
Develop HR policies and proceduresQ2 2021
25
Hire one part-time employeeQ3 2021Completed!
26
Establish board committees rolesQ1 2021