# Free Goal Setting Templates for Quick, Clear Planning

> Asana goal setting templates helps you move faster. Set goals, share them with your team, and keep everything on track.

Source: https://asana.com/templates/goal-setting.md

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templates

Strategic planning

Goal setting

This goal setting template helps you move faster! Set goals, share them with your team, and keep everything on track.

Strategic planning

Project planning

Employee engagement

Hiring &amp; Onboarding

Creative production

### Goal setting template

Create goals you can implement, measure, and refine over time. This goal-setting template gives you a simple way to plan your objectives and follow through on them.

#### Customers that use Asana templates to work

#### Frequently asked questions

#### What is a goal-setting template?

A goal-setting template provides a structured framework for defining your objectives, outlining next steps, and staying focused on what matters. It works the same way a good goal-setting worksheet does by helping you organize ideas, break work into smaller steps, and track progress over time. You can use the same template for quarterly planning, annual goals, or any ongoing goals that need consistency.

#### How is Asana’s goal-tracking template better than a spreadsheet?

Unlike a spreadsheet, an Asana goal-tracking template updates in real time. You can track metrics, map work to your timeline, manage workloads, and give stakeholders a shared view of progress. There’s no need to distribute a new version each time something changes; everyone sees the same live view.

#### Can I import goals from Excel into the Asana goal template?

Yes, you can import goal-related data from Excel directly into Asana. Use the CSV import feature to turn rows into tasks within your goal-making template. It’s a quick way to get started setting effective goals if you’re moving from a spreadsheet-based system.

#### How do I use this as a business goal-setting template?

To set business goals in Asana, outline the outcomes you want to achieve, such as expanding your customer base or strengthening your business plan. Add fields to categorize goals by department, priority, or timeframe, then break each one into manageable steps. Assign owners, add timelines, and use the project as a roadmap that guides progress throughout the year.

#### Where can I find a free goal-setting template?

You can find a free goal-setting template in Asana’s template library, where you can add it to your workspace with one click. The library gives you access to free templates you can customize for personal goals, team planning, or long-term initiatives, so you can start working toward what matters without building a template from scratch.

#### What is a strategic roadmap template?

A strategic roadmap template is a tool that shows your long-term goals and the steps needed to reach them. It helps your team stay focused on priorities, track progress, and share plans across departments.

#### Who should use a strategy roadmap template?

A strategy roadmap template is helpful for executives, department heads, and project managers. It’s especially useful for teams that handle complex, cross-functional, or long-term projects.

#### Why is a strategic planning roadmap template better than using Canva or Excel spreadsheets?

A strategic planning roadmap template in Asana works better than Canva or Excel because it updates in real time. You can assign tasks, change priorities, and see progress instantly without creating new versions.

#### Can I use the strategic roadmap template for multiple departments?

You can use the strategic roadmap template for more than one department. Each team can have its own roadmap while leadership sees everything together in one shared company view.

#### How often should I update my strategic roadmap?

You should update your strategic roadmap every quarter or whenever goals change. Regular updates keep your plan current and ready for new priorities or market changes.

Overview

## Streamline your goal-setting process to achieve your objectives

An Asana goal-setting template helps teams plan and share goals in one central location. It provides a structured way for teams to define objectives, collaborate on drafts, and monitor progress as work advances from initial ideas to final outcomes. By connecting goals to daily tasks and making them visible organization-wide, teams can coordinate goal setting and prioritize shared objectives

#### Share guidance for setting goals across teams.

The template provides a shared workspace where teams assign goal-setting tasks, add reference documents, and collaborate on writing and reviewing their work.

#### Draft and organize goals within a preconfigured workflow.

Custom status types and a draft-goal task template guide team members from initial ideas to finalized objectives.

#### Review and refine goals with AI assistance.

AI applies consistent formatting to personal and team goals and identifies overlap as teams revise them.

#### Share goals with the entire organization.

The template builds a strategy map by linking goal-setting tasks to Asana Goals to show how day-to-day work drives company-wide performance.

## Why use a goal-setting template?

If you’ve ever set a goal and lost track of it, this workflow is for you. Asana’s goal-setting templates are perfect for individuals, teams, and businesses aiming to simplify their goal-setting process.

Use this goal-planning template to:
- Break long-term goals into manageable, time-bound tasks, such as opening three new retail locations within 12 months.
- Plan strategic business objectives or objectives and key results (OKRs), such as launching a podcast or migrating all operations to a new platform.

Note that you’ll use this project-based template to set goals within a standard Asana project. It operates independently from Asana Goals, so goals stay within the project workspace rather than the [Goals feature](https://asana.com/features/goals-reporting/goals).

How to

## How to use Asana’s goal-setting template

Our goal template helps your team turn early brainstorming into approved goals with a repeatable workflow. It structures how teams write, review, and share SMART goals, OKRs, and KPIs, while offering a visual overview to monitor progress.

Set shared direction for goals

The template lets teams assign goal-related tasks to multiple people so everyone contributes at the right stage. Team members attach reference files from Google Drive or Microsoft OneDrive directly to each goal. For example, a project manager can link a planning doc to a revenue goal to guide contributors as they define and refine the objective.Draft and organize goals as work progresses

The workflow uses custom status types and a _draft-goal task template_ to guide goals from early drafts to approved objectives. Teams move goals through specific stages, so everyone knows whether a specific goal is still being discussed or is ready for review. For example, a team can advance a goal from “Drafting” to “Pending” once stakeholders have weighed in.Review goals with built-in AI support

AI helps teams standardize goal formatting and detect duplicates across the project. It reduces revision and prevents similar objectives from conflicting. For instance, AI can identify two monthly goals aiming for the same outcome before teams spend time developing both.Share goals across the organization

The template connects goal-setting tasks with Asana Goals to create a strategy roadmap. Teams can see how individual goals contribute to achieving company milestones. For example, a department can link its quarterly objectives to company-wide targets and automatically share progress.Beyond goal creation, the goal-setting template includes performance dashboards, status updates, and reporting to track progress over time. You can send and review updates, monitor completion trends, and share changes without relying on separate documents.

Powered by AI

Asana’s goal-setting template becomes even more effective with AI features that help you review and refine goals as you work.
- **Create stronger goals with less effort.**Asana’s AI can rewrite or format your draft to make the goal easier to understand and act on, so your team knows exactly what you want to achieve.
- **Avoid rewriting work that already exists.**AI scans new goals and notifies you when it finds a potential duplicate so you can combine similar efforts or refine what you already have.

These AI features work quietly in the background so you can focus on setting meaningful goals and moving them forward.

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