Short-term goals = Long-term results


Imagine the goal you have for the change initiative you’re implementing. For example:

By this time next year everyone will be using the new CRM with ease, and all of our client data will be entered and referenced daily.” 

It’s a great goal, so why is your team struggling?

Because change is hard, adoption of a new process is slow, and learning how to use a new system is frustrating. All of which is clouding your team’s ability to see the light at the end of the tunnel. 

Help them see the light by shining a spotlight on short-term, realistic, and measurable goals and objectives, like these:

  • By the end of the month, you will each be able to enter a new client into the CRM in under 3 minutes.

  • By the end of this week, each person will have one new system shortcut to share at the team meeting.

  • We will have 45% of our clients entered into the new CRM by the end of November.

Bonus points if you can incorporate a way to celebrate or deliver positive feedback when they’ve met these goals. What goals will you create?

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