Goal Setting Worksheet

Employee Information

Name:	Craig Shenita
Position:	Sales Representative
Department:	Sales
Manager:	[Your Name]

Goal #1: Increase Sales Revenue

Description: To increase sales revenue by 15% in the next fiscal quarter by focusing on upselling and cross-selling strategies.

Timeframe: Q4 2052

Key Metrics:

Metric	Current Value	Target Value
Quarterly Revenue	$330,000	$340,000
Average Sale Amount	$515	$550
Number of New Clients	56	65

Action Steps:

1. Conduct a review of existing clients to identify upselling opportunities.

2. Collaborate with the marketing team to develop promotional materials for cross-selling.

3. Attend advanced sales training to enhance negotiation skills.

4. Increase outreach to potential clients by making at least 10 additional cold calls per week.

5. Monitor progress on a weekly basis and adjust strategies as needed.

Goal #2: Improve Customer Satisfaction

Description: To improve customer satisfaction scores by 10% over the next six months by addressing customer complaints promptly and implementing feedback-driven improvements.

Timeframe: 6 Months

Key Metrics:

Metric	Current Value	Target Value
Customer Satisfaction Score	91%	93%
Average Response Time	3.8 hours	3.5 hours
Resolution Rate	95%	98%

Action Steps:

1. Implement a real-time feedback system for customers.

2. Assign a dedicated team member to handle customer complaints and inquiries.

3. Conduct weekly meetings to review customer feedback and identify recurring issues.

4. Develop and implement action plans to address identified issues.

5. Provide additional training to the customer support team.

Goal #3: Enhance Product Knowledge

Description: To enhance product knowledge by attending product training sessions and achieving a score of 90% or higher on the product knowledge assessment.

Timeframe: Within the next 3 months

Key Metrics:

Metric	Current Value	Target Value
Product Knowledge Score	85%	90%
Number of Training Sessions	10	12

Action Steps:

1. Schedule and attend five product training sessions within the next three months.

2. Review and take notes during each training session.

3. Complete self-assessments and seek feedback from trainers.

4. Participate in weekly knowledge-sharing sessions with colleagues.

5. Retake the product knowledge assessment until the target score is achieved.

Comments and Signatures:

Employee's Comments/Reflections:

I'm enthusiastic about working towards these goals and believe that with the outlined action steps, we can make significant progress. I'll focus on improving my product knowledge through diligent training and strive to meet or exceed the sales targets. Additionally, I'm committed to enhancing customer satisfaction by actively addressing feedback and complaints promptly. I'm looking forward to regular check-ins to track my progress and make necessary adjustments.

Employee's Signature:________________________________

Date: December 12, 2052

Manager's Comments/Feedback:

Craig Shenita has set clear and ambitious goals. I appreciate their commitment to enhancing product knowledge and customer satisfaction. It's crucial that we continue to collaborate closely to ensure he receives the support and resources needed to achieve these objectives. I will closely monitor their progress and provide guidance along the way. Keep up the good work, Craig Shenita!

Manager's Signature:_________________________________

Date: December 12, 2052

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