Annual Goal-Setting and Performance Assessment Tool
A Reflective Planning Resource for Leaders Who Want to Align Their Growth, Goals, and Legacy
Most leaders are so busy executing that they rarely pause to ask the bigger questions: Who am I becoming through this work? What truly matters this year? And how do my actions align with what I want to build—personally and professionally?
Capacity Building Solutions’ Annual Goal-Setting and Performance Assessment Tool encourages leaders to take a fresh perspective. It’s more than a performance tracker—it’s a strategic reflection guide that blends personal clarity with business accountability.
Why This Tool Matters
Goal-setting is often tactical. This tool pushes it deeper. It helps leaders:
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Reflect on who they are across roles—leader, parent, partner, friend, citizen
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Define what success really means this year—financially, personally, relationally
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Assess past progress and make intentional pivots
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Connect long-term purpose to short-term performance targets
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Plan and track meaningful goals across both life and business
This tool is ideal for executive coaching sessions, annual retreats, and personal planning rituals that prioritize both outcomes and intention.
What’s Inside
The tool includes structured prompts across four key categories:
1. Legacy and Identity
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What do I want my personal legacy to be?
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Who do I want to be remembered as—in life and leadership?
2. Personal Reflection
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What energizes me? What drains me?
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What am I most proud of—and where am I out of alignment?
3. Life Domain Assessments
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How am I doing in areas like work, health, family, personal growth, and finances?
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What’s missing, and what needs more focus?
4. Strategic Business Assessment and Goal Planning
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Which business fundamentals are strong, and which need work (sales, ops, team, innovation, etc.)?
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Set clear goals tied to strategy, with supporting metrics, resources, and accountability steps.
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Track KPI progress and reflect on achievements, disappointments, and future plan.s