Goals Template

Communicate short term priorities and the results from the prior time period.

This template provides a simple and effective framework for regular status reporting. It provides a structured way for individuals or teams to communicate key information, fostering transparency and keeping everyone on the same page.

Here's how it works:

Three Core Categories

  • Accomplishments: This section highlights what has been accomplished during the reporting period. This could include completed tasks, achieved milestones, or any notable successes.
  • Goals: This section outlines what's next. Here, individuals or teams describe their goals and objectives for the upcoming period. This might involve upcoming tasks, deliverables, or areas of focus.
  • Problems: This section identifies any roadblocks, challenges, or issues hindering progress. Being proactive about surfacing problems allows for early intervention and solutions.


  • Clarity and Focus: The structured format ensures clear communication and keeps everyone focused on the most important aspects.
  • Improved Communication: Regular updates promote transparency and open communication within teams and with managers.
  • Early Problem Identification: By surfacing challenges in the Problems section, issues can be addressed before they escalate.
  • Increased Accountability: The reporting process fosters accountability as individuals take ownership for completing their goals.


  • Frequency: Updates can be done daily, weekly, or monthly, depending on the project or team needs.
  • Simplicity is Key: Focus on 3-5 concise points for each category to maintain focus and avoid information overload.

This tool can be used in various contexts, including:

  • Team progress tracking within organizations
  • Individual employee performance updates
  • Project status reports for clients or stakeholders

By incorporating this into your communication routine, you can streamline reporting, improve transparency, and ensure everyone is moving forward efficiently.

Status Update

The status update allows team members to provide a quick update to their manager about key activities during the week.

Goals Template - Status update

Goals Template - Status update

Status Sheet

The status sheet allows the manager to see a high level view of key information for each employee.

Goals Template - Status update