Goals · Strategy

How do you map your milestones and goals?

Helen Adeosun

March 3rd, 2015

There are different approaches to startegic planning for startups, especially since things are always up in the air and filled with "if this then this" statements. How does your  startup rack milestones and represent milestones? I am not the best at charts and I am not a visual person (prefer narratives) is there a resource you can point to that has helped you chart goals and progress to goals? Any samples (without any sensitive info of course) from the FD community would be awesome!

Thanks!

Stephen PMP Project Management Professional

March 3rd, 2015

Wow, with the glut of resources that accomplish the same thing, I can't fathom a true startup paying the prices from Results.com. Seems more geared towards MBs, not SMBs.

Sorry to be a Debbie Downer, it just blows me away to see SalesForce and constituents ripping a new one in unsuspecting entrepreneurs who think they're paying top dollar and getting the best solution FOR THEM.  Yikes. 

Stephen PMP Project Management Professional

March 3rd, 2015

Trello and basecamp are useful. Good ole Excel can still get the job done too. I personally use MS Project as laborious as it is, it's really efficient. 

There are TONS of other PM-type tools however. Asana is also very good. Let me know if you need more. 

Anonymous

March 3rd, 2015

Calendars!

Anonymous

March 3rd, 2015

Sorry if my earlier message seemed over-simplified- I was on my way to a meeting. But, over the course of more than 30 years of running businesses, that's how I approach strategic planning. There are many different calendars, and a number of people have mentioned some good ones here. In my opinion, though, you really have to track time in terms of engineering, marketing, sales, and administration, and you need to have a very good sense of priorities.

The tool matters less than your planning.

Karl Schulmeisters CTO ClearRoadmap

March 3rd, 2015

It really depends on the complexity of what you are doing and who the tracking is for.

We tracked in Visual Studio Online for the dev work,  on separate whiteboards as well as SharePoint Office 365 for other tasks, and for tactical stuff where I had to track incremental progress within the tasks I was doing I did it in Excel.

So it really matters who the consumer is, what the level of complexity is and what type of thing it is that you are tracking

Skip Weeks President & COO at InTouch, LLC

March 3rd, 2015

Hi Helen: I would recommend that you check out a couple of online tools that I have found helpful: TRELLO: trello.com BASECAMP: basecamp.com Also, from a practical standpoint, I really like looking at progress in week-sized chunks. So having a weekly status check at the same time and on the same day with each member of the team really helps to keep things moving and provides an opportunity for course corrections, as needed, for everyone. This also assumes that you also have a business plan that everything should ultimately tie to. Hope this helps. 

Stephen Lynch Head of Strategy & Consulting at RESULTS.com, Award Winning Author, Speaker, Strategic Planning Facilitator

March 3rd, 2015

Disclosure - I work for RESULTS.com 

Our tool helps SMB to track their strategic projects, tasks and KPIs and align the team through running more effective meetings. 

Feel free to request a demo via the website 

Regards
Stephen

Kurt Greening

March 6th, 2015

We use SharePoint for company goals and milestones, JIRA for agile development and service desk. I use OneNote for personal goals.

JC Duarte Co-founder & COO @ Distribu.td

March 4th, 2015

While TRELLO: trello.com & BASECAMP: basecamp.com are great tools, if you want something that helps you set better goals & then helps you with accountability & communication on the execution front, Results.com is my prefered solution for a collaborative tool. Results.com is based on a One Page Plan methodology, and if you're too early stage for the tools, I have also gotten by with the templates. Here is a quick reference guide for how I use a manual approach. Private message me & I'd be happy to send you a One Page Plan with some sample data already filled out. 

Disclaimer: I find from experience that the process is more important than the tool itself.

Joe Monastiero CEO, Founder nFlate

March 4th, 2015

We use Wrike for out planning and milestones and like it a lot, simple to get started, free and paid versions.

Joe