The Roadmap PlanningSetting Business Goals and KPIs

Stage 03 — Planning

Setting Business Goals and KPIs

Practical planning guidance on setting business goals and kpis for turning a validated idea into a workable business plan.

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17 guides

Setting Annual, Quarterly, and Monthly Goals

Boost your UK small business success by mastering annual, quarterly, and monthly goal setting to track progress and achieve lasting growth.

Aligning Goals to Mission and Strategy

Boost your UK small business success by aligning goals with your mission and strategy to drive growth and clear performance outcomes.

Types of KPIs: Financial, Customer, and Operational

Discover key types of KPIs—financial, customer, and operational—to boost your UK small business performance and achieve clearer goal tracking.

Using OKRs for Teams and Individuals

Boost your UK small business performance by mastering OKRs for teams and individuals to align goals and drive measurable success.

Digital Dashboards for Performance Tracking

Boost your UK small business performance by mastering digital dashboards for clear, real-time tracking of goals and key KPIs.

Motivating Staff with Transparent Goals and Milestones

Boost UK small business success by motivating staff with clear goals and milestones that drive performance and team engagement.

10m

How to Run a KPIs Review Session

Master how to run a KPIs review session to boost your UK small business performance and make data-driven decisions that drive growth.

12m

Targets for Sales, Profit, and Customer Growth

Set clear sales, profit, and customer growth targets to drive your UK small business forward and boost long-term success with measurable goals.

10m

Non-Financial KPIs: Employee Satisfaction and Customer Reviews

Boost your UK small business success by mastering non-financial KPIs like employee satisfaction and customer reviews for stronger growth.

11m

Handling Missed Goals – Learn and Adjust

Discover how handling missed goals helps your UK small business adapt and improve performance for stronger future results.

11m

Case Studies: Goal-Driven Turnarounds in SMEs

Discover how UK small businesses achieved success with goal-driven turnarounds using effective KPIs to boost growth and performance.

Stretch Goals vs. ‘Comfort Zone’ KPIs

Discover how balancing stretch goals with comfort zone KPIs can boost your UK small business performance and drive sustainable growth.

Best Practices for Setting SMART Targets

Set SMART targets effectively to boost your UK small business performance and achieve clear, measurable goals that drive real growth and success.

11m

Recording and Reporting Results to Stakeholders

Master recording and reporting results to stakeholders to boost transparency and drive success in your UK small business.

10m

Tips for Setting Goals in Remote or Hybrid Teams

Boost your UK small business success with expert tips for setting clear goals in remote or hybrid teams to drive productivity and growth.

Continuous Goal Refinement Through Feedback Loops

Boost your UK small business success by mastering continuous goal refinement with feedback loops to enhance performance and achieve key objectives.

12m

Tools for Automating KPI Tracking

Boost your UK small business efficiency with top tools for automating KPI tracking and make smarter, data-driven decisions faster.

11m

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Risk Management and Contingency Planning

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Choosing a Business Structure

Planning — Categories

Writing a Business Plan

Financial Forecasting

Securing Funding

Risk Management and Contingency Planning

Setting Business Goals and KPIs

Choosing a Business Structure

Developing a Marketing Plan

Planning for Taxes and Compliance

Technology and Tools for Planning

Building a Support Network

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