Your Business Goals and Why Everyone Should Know About Them A misused quick win that keeps being overlooked   It’s pretty common. When I ask: Do you know the business goals of the company you are working for? The usual answer is: Why should I? But that’s not the ugly part. When I ask the owner or manager: Are your company’s goals shared across the teams? Two possible scenarios come in: “We don’t set up specific goals per se. You know, it’s all about keeping growth.” “Of course! We have a webpage so everyone can see them.” I’m sorry to break it to you, but both answers are wrong.   Why you need specific goals. By tomorrow. Running a business is pretty hard. The pile of to-dos just keeps growing and growing and there’s no actual end to it. Always something to improve, always a market change. By establishing clear objectives, you are already prioritizing. Not only you’re taking away wasting time on everyday decision-making or unaligned teams working on different priorities. But you are giving a clear path to your vision. “In the absence of clearly defined goals, we become strangely loyal to performing daily acts of trivia.” You own the company’s mission, but how are you translating that into daily tasks? There is no other way. You need to set your goals. Here’s a 5 step framework to do so: List your company’s pain points. Pro tip: don’t do this on your own. Talk to your teams, they know better. Place them into an Impact vs. Complexity matrix. 3. Start by selecting those pain points with the higher impact and lower complexity. Why? Those are the quick wins. 4. Once you have no less than three and no more than six, write out those goals. 5. Now you need to make them measurable. A goal that can’t be measured is just a dream. Get your data out and clearly define it. You can have more than one KPI for each goal, but I would advise not having more than three. You got it! You’ve got your first OKR! Here’s an example of how that could look like. Why having a webpage is not enough. Seriously it’s not. Ok ok, you are doing good, I’m not trying to be mean! But, if after doing a whole, incredible exercise of establishing goals for your company, all you do is put them out on a webpage no one is looking at… you’re just halfway there. I’ve seen it, I’ve been there. A company’s goals url is shared with every new hire on their first day. “And here’s our quarter goals. These are guiding our vision” says the HR presenter to a group of new joiners. After those 10 seconds, a bunch of other links are shared with the team: benefits, holidays, tools… As days go by, no one mentions the goals webpage anymore. After a few weeks, it’s just forgotten. A sunken webpage in the sea of links.   But there is another way! Easy, straightforward, logical even! Link your projects to your goals. A one, unique project management tool that not only allows you to track projects, tasks, and team efforts essentially, but so that those projects are directly linked to your company’s goals and their progress. Wouldn’t that be cool? Your employees, every time they log in to see their daily tasks, first get a glance at your business objectives. Whenever a new project pops up, it’s easy to establish its priority: does it contribute to our current goals? If so, how? Let’s link them directly. Something like that is what you should be aiming for. Oh! And no one will be answering “why should I?” anymore.   As there is a lack of similar tools in the market, I created ProjectOS Pro. A tool for Project Management and OKRs. This is a screenshot of how a project would look like. As you can see, it’s linked to its OKR. And if you look at the goal, all projects contributing to it are visible as well. If your company can benefit from it: here’s ProjectOS Pro link. Would you like to know more about my services? Here’s my webpage. Hi, I’m Triz! I’m a business automation expert, Make and Notion certified, and with 7+ years of experience working on Operations and Project Management. I help entrepreneurs and businesses build systems that help them grow and scale (and stop holding them back).   If you’d like that

No, you don’t need another software for your company I’ve faced this many times. Your company needs a new feature, wants to improve some specific process, build a new offer. And there you go again: “Let’s take a look at the market, see what software we can get”. Excellent, as if working with 19 open tabs and apps wasn’t enough, let’s go get another one. And no, I’m betting they are not even integrated with each other. This leads to LOTS of admin work and human errors. Why? Because at some point, someone will need to: Transfer information from one tool to another Explain to their coworkers, new hires, and the other departments where to find the files and how this new other tool works This other department will not like it, so they’ll keep updating you on their tool where you have to go and copy-paste, or even worse, they’ll update you via… email. You don’t want that, do you? Listen, I am not saying you shouldn’t use technology in your company. Not at all! But there’s a difference between what you have, and what you want. Not only efficiency is obviously better in the second solution, but imagine: now you want to integrate a new process, or improve an existing one. What scenario do you prefer to work with? Exactly! Some processes will get a little messy, in the end… a picture can hold anything. But that second structure should be your goal. And, every time you need to add an outsider dot, ask yourself, is it really worth it?   As said before, we LOVE technology. We LOVE automation. So what can you do? Choose ONE app to hold your business’ core processes. Think of: Recruiting Project Management CRM Wiki & Documentation Meetings … And here’s my take: Notion. Notion is a no-code app, highly customizable, with a very generous free plan that can be adapted to be your central core circle. It integrates with automation tools like Zapier or Make to automatically update with those dots around it.     Sounds good? Start with a Project Management Notion template. Ready for use, will hold your goals, projects, tasks, status updates and meeting notes. All connected, in a single place, one click away. And if you want a custom solution, book a free discovery call. Let’s discuss how I can help you.  Hi, I’m Triz! I’m a business automation expert, Make and Notion certified, and with 7+ years of experience working on Operations and Project Management. I help entrepreneurs and businesses build systems that help them grow and scale (and stop holding them back).   If you’d like that

Successful Project Management Strategies The key role of leadership in communicating clear goals The link between leadership and project management The project leader is the central piece of a project. A leader will build the project plan, oversee its execution, and make critical decisions based on new inputs. But besides all these technical actions, even more importantly, they will set up the project tone. If an obstacle comes up in the middle of a project, or if the company’s priorities get changed, a leader will not only need to adapt and redo the project plan, but they’ll need to communicate it to the team members. They need to make sure that everyone understands the end goal, how the team will get there, and what the desired outcome is. Nowadays, Data Analysis is a top tool for every project leader. Whenever a challenge comes up, or a risk is materialized, it is crucial for the leader to make fast and accurate decisions. With more data being in our hands every day, sometimes these decisions come easy to the leader, but these not only need to be right, they need to be communicated properly too. And this is one of the main struggles for project leaders. If a leader lacks communication with their team, imagine this example: their project gets abridged because it has a high impact. But the message the team receives is “We will have to complete all tasks in less time” without any context, or explaining how they will achieve this, the expected reaction is, well, negative. But, if the message the team receives is “our project has been prioritized over other ones because it will make a high impact on customer satisfaction. We will have additional resources joining the team and this will contribute to the company’s main goals”. See the difference? In this situation, the expected reaction is quite the opposite: motivational and positive.   Key leadership skills for project success As we mentioned above, technical key skills for success for any project leader are: Organization and prioritization Data Analysis Financial Management Risk Management But soft skills are not important, they are indispensable for the success of the project. In the end, there will be a team who will be actually doing the job, so their morale, their motivation, and their knowledge of what needs to be done are crucial. Thus, a leader should develop as well these skills: Negotiation Problem Solving Decision Making Communication Communicate Vision and Objectives Now we’ll focus on a single skill, for which thousands of articles have been written as it’s one of the hardest to sharpen: communication. As a project leader, you’ll be responsible for communicating all progress, risks, and statuses with different stakeholders that might or might not have different goals in mind. You’ll need to bring everyone on the same page to continue with the good progress. Additionally, you’ll need to communicate with your team. Your team members will update you on their progress and the challenges they are facing, hoping you’ll be able to assist them. This is why it’s so important to foster an honest and positive relationship among team members. But you’ll also need to communicate to them new updates or changes done to the project, maybe decided outside of the team itself. This is what presents a real challenge. You need to communicate the same information to every team member and let them know about the updated goal and scope in a timely basis and how this will affect the whole project. This is why I created ProjectOS Pro — it’s a Notion tool that allows businesses to create and track Objective and Key Results and here comes the crucial part: link them directly to projects. This way, communicating the company’s vision and goals comes in handy and is easy for project leaders. But not only to the team. Stakeholders will be able to visualize project status, and goal progression and see any relevant changes. As the project evolves, every team member will see to which objectives and how the project they’re working on is contributing to the priority of such objectives and their progress. I’m sharing the link at the end of the article.     Conclusion As we went through the article, we focused on the importance of not only developing hard skills but especially, as a project manager, on the importance of team alignment and communication in the role of a leader for a project success. Having a clear vision, shared goals, and understanding the contribution of each project to these objectives can bring the company’s vision to every team member and make the prioritization and communication process smooth and clear to everyone involved. Here’s the link to get ProjectOS Pro if you’re interested in setting OKRs and seamlessly managing projects in your business: https://bodegalaabs.gumroad.com/l/projectos-pro Hi, I’m Triz! I’m a business automation expert, Make and Notion certified, and with 7+ years of experience working on Operations and Project Management. I help entrepreneurs and businesses build systems that help them grow and scale (and stop holding them back).   If you’d like that