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PERSONAL, PROFESSIONAL, AND FINANCIAL GOALS

Personal, professional, and financial goals are just one piece of the larger puzzle to redefine relationships in the workplace. Book a call to talk about the best starting point for your workplace.

Customize a plan. Book a Call.

PPF Downloads

Download a basic PPF goal assessment form to get started. The instructions, available here, are a separate download. Check back often for updates and additional resources. 

PPF Goal Assessment (pdf)

Download

PPF Template Instructions (pdf)

Download

What do personal goals have to do with the workplace?

You probably aren't surprised to hear that professional and financial goals are on a workplace assessment exercise. But personal goals? 


The idea behind it is to recognize that personal life impacts the workplace and vice versa. Employees consistently report higher satisfaction levels, engagement, and retention when they have connections in the workplace AND feel a sense of work-life balance. Sharing personal goals in the workplace satisfies both of these needs.


Imagine this scenario:
Carson has been trying to spend more time with his family (personal goal). 


He has a hard time not responding to work messages after hours and it is getting in the way of family time (obstacle).


He is not required to respond (opportunity), but now that he created the habit of responding after hours it has become expected.


By sharing his goal with his team he can reset boundaries through simple conversation. His team can give added support by occasionally asking if he has done anything special with his family lately. 


His managers now know about this goal and can offer personalized rewards when possible (such as a gift card for a family dinner). 


Carson feels connected with his teammates. He feels appreciated by his manager. In short, he is engaged.




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