Goal Setting Webinar

Definition of Goal Setting

An alternative definition of goal setting is the analysis of a journey towards a specific desire, the mapping of the process necessary to achieve that desire, and the achievement. Make goals real, achievable, and something you can get behind.

Goal Setting for Managers

What would happen if everyone at your company knew where you were going and why? Companies that have a quarterly goal setting pattern are over 3.5X more likely to be in the top quarter of their industry.

Goal Setting for Tasks

It is very important to remember that the best performers set goals that not only consider the outcome, but the entire process of reaching the outcome. Don’t just set big goals, set goals for specific tasks on your way to goals.

3 Goal Setting Hacks

  1. Get away from business jargon and use relatable goals that touch the emotional/human aspect of why we set goals
  2. Establish a goal setting rhythm and set your schedule to it. Create one calendar event with multiple alerts 24-48 hours before each milestone should be hit
  3. Don’t be afraid to cheat. Break out a process into exact steps and create a template for repetitive tasks

Goal Setting Template: Webinar Execution

Below is an example of a goal-setting template for Fluid, an advertising agency in Utah.

The Issue:

Fluid’s email program running inconsistently and lacking quality

The Goal:

Hit monthly email calendar deliverables and provide subscribers higher quality content

The Journey:

Transition a temporary workforce to full time status and go from responsive content delivery to proactive content driver

The Process:

Team meeting to discuss minute details of monthly calendar and establish asset deliverables template

The Achievement:

Improved email deliverability, improved engagement, reduced error


Dan Griffiths, CPA, CGMA

Dan is the Director of Strategic Planning at Tanner, LLC. He is currently on the executive board of the Utah Association of CPAs. In 2011, he was recognized as the Outstanding CPA in Business and Management. In 2013, he became Utah’s elected member of the American Institute of CPAs Governing Council (AICPA) and was appointed to serve on the Utah State Board of Education. In 2015, he received the Outstanding Young CPA award from the AICPA.

Phil Case | FLUID

Phil Case is the managing partner at Fluid Advertising, a Utah-based growth acceleration agency of 35 employees. Over the past 5 years he has led Fluid to over 300% growth, has built out robust digital and development teams. He has helped hundreds of companies accelerate their sales and revenue growth. Phil is a passionate technologist and marketing professional who is able to quickly grasp cutting edge ideas and create solutions.

Dustin Cederholm | FLUID

Dustin has been a professional marketer for over 7 years. He specializes in marketing automation, conversion rate optimization, and enterprise lead generation. In his years as a marketer Dustin has helped large and small businesses successfully execute marketing campaigns leading to millions of dollars in new revenue.