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Case Study: Goals and Objectives Assessment, Alignment, and Training

  • The Case: $1B manufacturer seeks advice on how to best gain alignment to corporate vision and priorities at all levels in the organization.

  • The Problem Statement: For this manufacturer, gaining and maintaining alignment with corporate priorities at all levels in the organization has proven to be a resource-draining, confusing, and frustrating process, leading to unclear, incomplete goals, reflected poorly at department and team levels.

  • The Fix: Conducting a series of interviews, a leadership assessment, and a process evaluation around setting company priorities and the associated communication and execution, it became obvious the client would benefit from a structured goals and objectives system. The recommendation included:

    • Implementing an innovative methodology for Goals and Objectives – leading to quick alignment between units as well as easily executed trickle-down of operating priorities at all levels.
    • Establish relevant KPIs and set ambitious, yet achievable targets based on the G&O Matrix
    • Monthly business reviews for all units, based on the G&O Matrix KPIs.
    • Aggressive, clearly defined bonus and merit increase program tied into performance, with frequent payouts
    • G&O Matrix Training for leadership at all levels


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