Strategic Goals Progress
FREE DOWNLOAD
Monitor and present the Strategic Goals and the related projects/activities have an overview of their progress using this flexible free excel template made by QuickWinsLab and FreeExcelTemplates. It can monitor up to 10 Strategic Goals.
What you will get
- One free excel template with sample data, to see how it works
- One free blank excel template, to populate your data from scratch
Requirements and important features
This free excel template works with excel for Microsoft 365. If you do not have a subscription then you are strongly advised to do so, as otherwise you will be missing a lot of new functionalities and risk the template not to work.
The template contains NO VBA, NO MACROs, only PowerPivot and PowerQuery.
Description
This template is a high-level project management tool for monitoring and presenting the strategic goals and the related projects and activities within an organization, useful for senior management briefings.It can monitor up to 10 Goals. There are 4 pre-defined statuses that are automatically used.
You set-up your Goals (name of each Goal), the responsible persons and the projects. Then in the tab of each Goal, just type-in the activities, related project, responsible person and start and end date and then progress of activity (%). The status is auto-calculated.
Then, just "Refresh All" and you will get an overview table per Goal, number of actions per status and overall progress by Goal.
You also get a graphical dashboard with the option to filter by Goal - a dashboard you can present to top-management.
Main features
- Set your Goals, up to 10
- Set the responsible persons and the projects
- One tab/sheet per Goal, to type-in the activities, related projects, responsible persons and start and end-dates of each activity
- One Overview table with main figures per Goal, i.e. number of activities, percentage of completion of all activities related to the same Goal, number of activities per status and per completion state and indication of number of activities at risk (overdue AND low progress)
- One dashboard filterable by Goal(s) with main KPIs and two illustrative charts.
View it in action
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Instructions
The first sheet of the template includes instructions on how to work with it.
Other info
- The template is unlocked. Some worksheets may be protected, so as to avoid random unwanted modifications in cells, but you may unprotect them at any time - no password needed.
- Built for Excel for Microsoft 365
- The template has the look and feel of a non-excel application (hidden sheet tabs, hidden headers and gridlines). You may unhide all above following the instructions included in the first page (sheet) of the template.
- You are advised to always keep a backup of the blank template, in order to re-use it or in case of mistakenly breaking the working template - Just put your raw data (without the calculated fields) to a copy of the blank template and you are ready!
This template may not be distributed or sold, published to an online gallery or hosted on a website or server in a way that makes it available to the general public