The Practical Guide to Team Goal Mapping
The Practical Guide to Team Goal Mapping

The Practical Guide to Team Goal Mapping

Project managers can increase productivity and team cohesion with team goal mapping, but for it to be effective it has to be properly developed and documented. Fortunately, there is a constant flow of new tools and updates to existing tools that can make this process easier and more effective.

Here are 2018’s top tips for maximizing goal setting, goal mapping, and output. This list will focus on 3 of the most recommended productivity tools in today’s market: Asana, Basecamp, and Trello.


Setting Goals

There are three things you should consider when doing goal mapping for your team:

  • Confront the ugly side of your situation. Take stock of all of your team’s weaknesses and gaps. List all areas of concern and compare them to your current advantages. Do a realistic assessment of how far your team will have to go before you get to your ideal state.
  • Clarify the value of the goals you set. Your group isn’t going to be motivated if they don’t understand the importance of the goals they are trying to accomplish. . Everyone has to be invested in what the team is trying to achieve, so clarify how the goals will contribute to the company as a whole.  
  • Clarity Priorities. Everyone on the team should understand where their priorities are. Repeat goals during meetings and encode them into a work management tool like Asana, Basecamp, or Trello for everyone to see. . Don’t leave room for confusion or doubt.


Asana Workflows

Asana’s many organizational tools allow you to brainstorm your team’s top goals and document them as a workflow for total visibility across the entire group, whether it’s as a calendar, task list, or Kanban board.

Leverage Asana’s milestones feature to create templates that incorporate team goals into the project plan, so that you can be sure the team is always taking them into account. You can edit the project post-creation so that the placement of these goals is complementary to the project’s framework, not a hindrance.

Break down large tasks into smaller, more manageable parts so that work can proceed logically towards both your project and team goals. These can be recorded within Asana as tasks, which are the basic unit of action in Asana. Each task is a single step in your project that can be assigned to a person or persons for completion.


Basecamp Editorial Calendar

Basecamp can help you create an editorial calendar so that you can easily view your project schedule, deadlines, and individual team responsibilities. Your team goals can then be placed as milestones and assigned its own to-do list, so it’s clear how those goals will be accomplished.

Once you’ve given each person their tasks, they can show their progress towards their goals by tracking time on their to-do lists. It’s a simple and convenient process that acknowledges contributions and helps measure productivity.

If you’re working with cross-functional teams who have their own favored project management tools, you can still coordinate schedules by exporting your Basecamp schedule to Google Calendar. Keep all your goals aligned while giving teams the freedom to work they want.


Weekly Goal Tracking in Trello

Trello’s card-based Kanban interface gives you a flexible way of tracking and managing tasks throughout your project. But it also gives you a way to incorporate weekly goals into your operations for effective project and process management.

It’s a simple concept: once a week the team gathers together to review their accomplishments for the previous week and decide on next steps. But it’s also important to review missed goals and the reason behind it. Once the team uncovers the underlying reason for the lapse, you can determine whether or not you need to change your overall work process in order to prevent it from happening again in the future.

To implement this goal tracking process, create a card in Trello and use the checklist function to record your weekly goals. Put the Trello task on repeat. This will create a copy of the card on a predetermined schedule (in this case, once a week). You can modify each new occurrence of the weekly goals card with whatever you’re prioritizing for that period.

These are just a few of the ways you can use commonly available tools to map team goals. But simply using a tool isn’t enough. Constantly remind your team members of their goals and emphasize their importance. Once this has been ingrained, your team will be better equipped to tackle any challenge the project throws their way.

Got any questions about team goal mapping? Tweet us at @unitoio!