G OAL S E TTIN G
P a r t i cipant Workbook
Susan Fowler
Drea Zigarmi
Ken Blanchard
GOAL SETTING
PARTICIPANT WORKBOOK
Product Developer
Kim King
Authors
Susan Fowler
Drea Zigarmi
Ken Blanchard
Production Artists
Kara Meredith
Kim King
Vanessa Gagos
Art Director
Beverly Haney
Project Manager
Kim King
Brand Manager
Victoria Cutler
Proofreaders
Carey Nash
Linda Hulst
DAndra La Pierre
Ken Blanchard first developed Situational Leadership with Paul Hersey in the late 1960s. In 1985, Blanchard
and the Founding Associates of TheKen Blanchard Companies Marjorie Blanchard, Don Carew, Eunice
Parisi-Carew, Fred Finch, Laurence Hawkins, Drea Zigarmi, and Patricia Zigarmicreated a new generation of
the theory called Situational Leadership II. The leadership model used in this product is based onthe Founding
Associates second generation thinking and research, andis used with their permission.
Situational Leadership is a registered trademark of Leadership Studies, Inc.
Copyright 2012 by The Ken Blanchard Companies. All rights reserved. Do not duplicate.
These materials have been designed to develop specific knowledge and skills and have been thoroughly
tested to ensure their effectiveness. They represent the proprietary intellectual property of The Ken Blanchard
Companies and are protected under international copyright law. These materials may not be reproduced in
whole or in part in any form without the prior written permission of The Ken Blanchard Companies.
Environmental Statement
The Ken Blanchard Companies strives to conserve natural resources by minimizing
consumption of resources and energy, reducing emissions, and increasing awareness
so that future generations will inherit a healthy, sustainable planet.
Global Headquarters USA +1 760 489-5005 800 728-6000 Fax +1 760 489-8407
UK +44 (0) 1483 456300 Canada +1 905 829-3510 800 665-5023 Singapore +65 6775 1030
www.kenblanchard.com
Item # 18020
V033012
GOAL SETTING
PARTICIPANT WORKBOOK
Table of Contents
Preface..............................................................................................................v
Goal Setting Challenge .....................................................................................1
Consider This ...............................................................................................2
Learning Objectives...........................................................................................3
KRA, Goal, and Task Statement SortPart 1....................................................4
KRA, Goal, and Task Statement SortPart 2....................................................7
Maria Hernandez Case Study............................................................................8
About Maria......................................................................................................9
Definitions.......................................................................................................10
League Stats....................................................................................................11
Marias Baseball Card......................................................................................12
SMART Goals .................................................................................................13
SMART Goal Skill Practice...............................................................................14
Extra Credit.....................................................................................................16
Action Planning...............................................................................................17
Key Learnings..................................................................................................18
Ideas, Insights, and Intentions.........................................................................19
KRA, Goal, and Task Statement SortPart 1 Answer Key . ......................... A1
KRA, Goal, and Task Statement SortPart 2 Answer Key . ......................... A2
2012 The Ken Blanchard Companies. All rights reserved. Do not duplicate Item # 18020 V033012
iii
GOAL SETTING
PARTICIPANT WORKBOOK
Preface
Think about this: Goal setting unleashes the hope of opportunity and
the power of action. So, why is it that more of us arent more excited
about setting goals? In this workshop, you will be asked to consider
the obstacles to goal settingand there are manynot the least
of which is that most people do not know how to set meaningful,
effective goals. You will also be asked to consider the benefits of goal
settingand there are many. Learning the skill of goal setting will
take you a long way to embracing the practice, but our hope is that you
will come to recognize and appreciate how the benefits of goal setting
outweigh the obstacles.
As you experience this workshop, it is important to acknowledge that
goal setting is an iterative processnot an exact science. This means
that it takes work. You might find yourself taking a goal statement
and tweaking it multiple times until it clearly defines your desired
outcome. We ask that you trust the process. Your hard work will pay
off. Remember the benefits of goal setting that you identify early on in
the session; you will discover more along the way.
If you think goal setting might be boring, grueling, and/or painful
our intent is to change your mind. Capturing dreams and crafting
them into reality is stimulating and rewardingwhether they are
your own dreams, those of a direct report, a team, or an organization.
We hope to prove this to you in this workshop.
Susan Fowler
Drea Zigarmi
Ken Blanchard
2012 The Ken Blanchard Companies. All rights reserved. Do not duplicate Item # 18020 V033012
GOAL SETTING
PARTICIPANT WORKBOOK
Goal Setting Challenge
Think about either
Current Goal
a current goal that has
you demotivated, or
a new professional or
personal goal you would
like to achieve over the
next six months.
Record your goal in the
space provided.
If time permits, share your
thoughts with a tablemate.
New Goal
2012 The Ken Blanchard Companies. All rights reserved. Do not duplicate Item # 18020 V033012
PARTICIPANT WORKBOOK
GOAL SETTING
Consider This
1. What is the problem with goal setting?
Why dont most leaders set effective goals?
Why do people find goal setting so difficult?
What are some of the obstacles to effective goal setting?
2. What are the benefits of goal setting?
From the following three perspectives:
Individual or self-leader
Leader of others
Organization
2012 The Ken Blanchard Companies. All rights reserved. Do not duplicate Item # 18020 V033012
GOAL SETTING
PARTICIPANT WORKBOOK
Learning Objectives
Purpose
To learn how to set meaningful goals that increase productivity,
sustain motivation, and provide the foundation for inspired
leadership of self and others
Outcomes
Check the outcomes that are important or relevant to you. At the end
of this workshop, you will
1. Understand the difference between a key responsibility area, a _
goal, and a task statement
2. Feel confident to write goal statements using the fundamentals _
of SMART goal setting
3. Value the role SMART goals play in sustaining motivation, and _
increasing energy, vitality, and a sense of well-being
4. Appreciate the importance of goals as a tool for developing
others
5. Facilitate another in writing his or her SMART goal
2012 The Ken Blanchard Companies. All rights reserved. Do not duplicate Item # 18020 V033012
PARTICIPANT WORKBOOK
GOAL SETTING
KRA, Goal, and Task Statement Sort
Part 1
Read each statement. Determine if it is a KRA, a goal, or a task statement. Write the
letter of the statement in the appropriate column to the right. The answer to the first
statement is shown as an example. Refer to your Handbook for helpful definitions.
STATEMENT
KRA
To plan, monitor, and update sales
forecasts in order to advise the
marketing, inventory, and purchasing
departments of upcoming resource
requirements
To recruit, train, and evaluate sales
representatives in order to increase
sales representatives competence
and commitment to XYZ Company
To train five to six new sales
representatives on product features,
advantages, and benefits of four of
the six company product lines by X
date
To proof and edit the sales
knowledge tests by comparing
test questions to the product specs
manual by X date
To schedule product knowledge
training for all sales representatives
by booking the hotels and sending
invitation letters to representatives by
X date
To promote, solicit, and close on
all company products and services
in order to maintain and increase
corporate revenue
GOAL
TASK
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GOAL SETTING
PARTICIPANT WORKBOOK
KRA, Goal, and Task Statement SortPart 1
STATEMENT
G
To make at least seven sales calls a
day by phone, five days a week, for
the next two months, by scanning
the business directory for leads
To increase widget sales volume by
3.84.2% in the next 12 months
while maintaining X% profit before
taxes
To prepare a list of 500 prospects
in Chicago industrial areas for the
purpose of mailing pre-approach
letters by February 1 of next year
To secure at least one different faceto-face client interview per week for
the next 12 weeks by scanning the
business directory for possible leads
To improve the reliability of
the machines by reviewing the
maintenance schedules and updating
preventative maintenance requests
within 30 days
To conduct 9095% of all required
preventative maintenance requests
within 1824 hours of schedule in a
12-month period
To plan, schedule, and direct the
production activities of the cell room
(manufacturing unit) in order to meet
the product demands of the sales
representatives
KRA
GOAL
TASK
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PARTICIPANT WORKBOOK
KRA, Goal, and Task Statement SortPart 1
STATEMENT
N
To produce 330345 tons of caustic
acid at 51.049.0 strength levels and
100 PPM Salt, 326336 days per
year
To reduce my body weight to 182
pounds or less by March 3 of next
year
To exercise three to four times a
week in the next six months (at least
7296 days out of 180)
GOAL SETTING
KRA
GOAL
TASK
To obtain a health membership
within X days by getting prices from
three health clubs
Q
To find two other people to exercise
with by X date
To locate running routes that are one,
two, and three miles long, measuring
possible areas by car, by X date
To plan, implement, and monitor
a set of personal strategies to stay
physically fit in order to live longer
and to experience life more fully
To analyze the next months calorie
intake for meals by comparing food
eaten against a calorie chart
To reduce maintenance costs over
time to 18.519.0% in the next 12
months
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GOAL SETTING
PARTICIPANT WORKBOOK
KRA, Goal, and Task Statement Sort
Part 2
Each of the 20 statements from Part 1 can be further sorted into four topic groups or
categories (Production, Health, Sales, or Sales Training). Reread the statements and
write the letter of the statement in the appropriate row and column.
TOPIC GROUP
KRA
GOAL
TASK
PRODUCTION
HEALTH
SALES
SALES TRAINING
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PARTICIPANT WORKBOOK
GOAL SETTING
Maria Hernandez Case Study
After reading the case
study, use the information
on pages 912 to help you
write a SMART goal for
Maria on page 13.
You are the manager for the major league Titans baseball team. Youre in
your third year as manager, and last year your team placed third in the
pennant race because of a lack of runs in crucial games. Your pitching looks
stronger this year than last, and you have had a good preseason record. You
and your coaching staff must meet with each team member to finalize goals
for the upcoming season, which starts in a week.
You are about to meet with your new catcher, Maria Hernandez. She was
recently acquired in the free-agent draft because your catcher from last
year suffered a career-ending injury. You have talked to Maria frequently
during the preseason about getting to know the pitchers she will be working
with, and you have observed how she handles the staff during practices and
preseason games.
You must formulate some goals for Maria before your discussion with her in
two days. The incentive clause in Marias contract has yet to be written, but
must be done before opening day. You have collected all the league stats and
background information about Maria to help you determine appropriate
goals.
You have decided that you will have specific goals for all players in three
areas:
1. Offense
2. Defense
3. Being a Team Player
Your challenge is to write an Achieves Outcome When goal statement for
Maria in the key responsibility area of defense, then make sure it is SMART.
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GOAL SETTING
PARTICIPANT WORKBOOK
About Maria
Twenty-six-year-old Maria is in her sixth year as a player.
She was let go by her former ball club because they picked up
another catcher.
Maria had a run-in with the manager of her previous team.
Maria understands the English language, but has difficulty
speaking it.
She is a loner by nature.
Maria did not have a good season last year.
She has not been injured seriously while she has played in the
major leagues.
Maria has had a habit of talking to the press about her teammates
rather than directly confronting them, and has even gotten into a
couple of locker-room spats with those around her.
She doesnt like to lose.
She didnt like it when her team finished last in their division the
previous year.
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PARTICIPANT WORKBOOK
GOAL SETTING
Definitions
Use the following definitions to help understand the data provided in
the League Stats and on Marias Baseball Card on pages 11 and 12.
Batting Average refers to the number of safely hit balls by a
player divided by the number of opportunities at bat. If a player
had 25 hits at 100 times at bat, his or her batting average would
be .250.
RBIs refers to the number of runs batted in by the batter as a
result of a ball hit into the field of play.
Stolen Base Percentage refers to the percentage of time the
opposing team players have stolen a base against your team
because your catcher didnt prevent it. This defensive stat refers
to the teams catcher and shouldnt be confused with Stolen Base
Percentages of batters.
Passed Balls refers to the number of balls thrown by the pitcher
that got past the catcher while a batter was at the platein other
words, pitches the catcher didnt catch (but should have) and the
batter didnt hit.
10
2012 The Ken Blanchard Companies. All rights reserved. Do not duplicate Item # 18020 V033012
