How to Do Team-Based Goal Setting for Your One Page Strategy Plan

If you and I were to meet in a coffee shop, we could set your company goals in about 15 minutes.  All of them, long term, five year, and one year.  And you would go back to your business and discover that they’ve had no effect on the team.  Like winking in the dark, you may feel like you’ve done something, but if no one notices, there’s been no communication.

People embrace what they help create, which is why team-based goal setting can be so effective.

In this article, I will teach you how to set team goals for your one page strategy plan.  Once you’ve involved the team, the entire business moves into a higher gear.  Here’s the simple process to develop team-based goals:

  1. Involve no more than 12 people
  2. Ask them to write up to four goals
  3. Write all of the goals on a flipchart
  4. Ask the team to vote on them
  5. Debate the results
  6. Finalize your goals

Involve no more than 12 people

There’s a people law called ‘the law of 9’ which states that, when more than 9 people are in a room, effectiveness of debate and discussion goes down.

When more than 9 people are in a room, participants begin to feel that they are giving a speech rather than having unfiltered dialogue.  This depends on how well participants know each other, and how much trust exists in the room.

Ideally though, you want a smaller group that represents the key stakeholders on the busienss to debate the goals.

Ask them to write up to four goals

Now you ask the group this question:

If you were CEO, what would be your goals for the next year (or five years, or 90 days, or whatever time period you are setting goals for).

Emphasize that they aren’t setting goals just for their department or their role, but for the entire organization.

Give them a few minutes to think through their goals, but ask them to work on them individually, not in groups.  You want to know what people are really thinking.

The Professional Leadership Institute provides training on goal setting and offers a free preview.

Write all of the goals on a flipchart

Once everyone has come up with their four company goals, ask each person to share one.  Write it up on the flipchart, and number them in sequence.

Then move on to the next person and ask them to give you just one, and then on to the next person.  Once you’ve gone around the circle once, start again and ask each person to give you another one of their goals.

Repeat this process until everyone’s goals are listed and numbered on the flipchart.

The reason you don’t ask the first person for their entire list is that they will take many other people’s ideas, and others won’t have a chance to participate.  Asking for one goal only, per person, helps keep the group interested, and ensures maximum participation.

Ask the team to vote on them

Now, give each person four votes.  Ask them to decide which of the listed goals make their ‘top four’ list.  Don’t let them stand up in front of the flip chart and examine other people’s votes before making their decision.  Everyone must decide before the voting begins, and everyone must write down their choices.  No ‘strategic voting’ allowed.

Once everyone has chosen their top four goals, ask them to put their checkmarks on the flipchart beside the goals of their choice.

Ask the main leader to go last, so they don’t effect other people’s choices.

Debate the results

Just because one goal is a ‘winner’ doesn’t mean it automatically becomes a main goal.  It means that now the team can have focussed debate about priorities.

Encourage unfiltered dialogue.  Ask the quiet people ‘what they aren’t saying.’  Ask people to ‘please disagree.’  Thank people for bringing up other points of view.  Have a good healthy debate before making decisions.

Finalize your goals

Now that you’ve heard every person’s opinion and debated the goals, finalize them.  Number them in order of priority.  Choose the #1 team goal and underline it in red.

This process will involve the team, and encourage commitment by everyone.

In summary:

Making goals on your own isn’t very effective.  For people to buy in to direction, they need to have a say in what it is.  Here are the keys to developing team-based goals for your one page strategic plan:

  1. Involve no more than 12 people
  2. Ask them to write up to four goals
  3. Write all of the goals on a flipchart
  4. Ask the team to vote on them
  5. Debate the results
  6. Finalize your goals

Additional resources

Thanks for reading this article on The Top 5 young leader courses.  Below are additional resources from Professional Leadership Institute, the global provider of online human resources and leadership tools

Trevor Throness is a speaker, consultant, and author of “The Power of People Skills.”  He is also co-founder and senior instructor at

Find more about “The Power of People Skills” here:

Recommended Resources:

Uncover your strengths and weaknesses with our complimentary assessment. Boost your effectiveness at work and with your team.

Free Resource Library: Access our extensive collection of valuable resources for instant support in your personal and professional growth.

Explore Our Course Library:

Enhance your leadership skills with our diverse selection of courses. Take your abilities to the next level and become a more effective leader and team player.


Our Clients Love the Professional Leadership Institute

Your team will, too! Check out some reviews from our students.
The PLI program was invaluable to our network.
The range of topics delivered, the open dialogue, experience, and examples that PLI brought to each session were outstanding and provided a path for our Franchisees and Managers to look at leadership, coaching, and connecting with their teams in a new light. Many have implemented these strategies in their bakeries and have seen immediate results.
Michelle C.
COBS Bread
Highly recommend to help your team move forward
We have locations around BC and Alberta, so getting people on the same page can be very difficult... Until now. Our entire management team and location managers take the same great courses and then meet monthly online with our coach to apply it to our situation. People are engaged, the courses are excellent, we love our coach, and we are all learning together!
Jason Fawcett
President, Kelson Group
The result has been a transformation of our culture. 
We decided to implement PLI's strategies across the country in over 150 locations and over 3500 employees.  The result has been a transformation of our culture.  People's lives have been positively impacted - professionally and personally.  Morale is high and sales and profits are up as a result.
Daryl Verbeek
Daryl Verbeek
We’ve learned how to fix ongoing personnel issues once and for all
The roadmap laid out set our business up to quintuple in sales.  We've learned how to fix ongoing personnel issues once and for all, attract top talent, and spend our time focused on results, not internal staffing problems.  I highly recommend PLI to you - it's worked for us!
John DeJong
Satisfied Client
I had no idea that running a business could be this fun!
In less than 18 months of working with Trevor, he has transformed my business from being average to exceptional, where mediocrity is not acceptable, where being great is standard.  Working with PLI has allowed me to realize my dream of not simply owning a job, but owning a business.
Justin Bontkes
Principal, Caliber Projects
Our culture has taken major steps forward this year
Our culture has taken major steps forward this year with Trevor’s help.  He is funny, relatable, and his tools are very very practical and have helped us focus and upgrade our teams throughout our retail network. Trevor recently spoke to an employee group, and one person remarked, “I could listen to Trevor all day.”   We would highly recommend Trevor.
Stan Pridham
Founder, KMS Tools
The results have been remarkable
At first, we resisted, “This just won’t work with a law firm.” But we persisted and the results have been remarkable: our client base and profits have steadily improved, and staff engagement and morale is the healthiest its ever been.
Doug Lester
Partner, RDM Lawyers
Helped our fast-growing business become what it is today
I've experienced PLI's approach first hand and it's been crucial to sustaining our growth.  I can't imagine a business that wouldn't benefit greatly from his help.
Brian Antenbring
Founder, TEEMA
Provided practical ways to make positive changes
Trevor was incredibly well-received by the entire organization. He was able to articulate people issues that many of our franchisees were experiencing and provided them with practical ways to make positive changes. We have implemented the Star Chart tool across the organization and see it as vital to building happy, effective teams.
Aaron Gillespie
President, COBS Bread
Scroll to Top

Start Learning Today

For Individuals

Unlock your potential and accelerate your career with sought-after management and leadership skills.


Transform Your Organization

For Teams

Book a consultation to discuss your challenges and discover how we can help you build a winning team.


Sign Up For Weekly Tips!

Get Weekly Coaching Tips Straight To Your Inbox Every Monday.