connecteddale

Strategy Coach - Clarity + Alignment

Goals Grid

The Goals Grid sorts anything you want, have, or are carrying into four honest categories - Achieve, Preserve, Avoid, Eliminate - by asking two plain yes/no questions instead of a fuzzy importance score.

Two questions branch into four quadrants, each one labelled with what to do once you know the answers.

Achieve want it, don't have it Preserve want it, already have it Avoid don't want it, don't have it Eliminate don't want it, have it Have it? → Want it? → No Yes No Yes
Two yes/no questions - want it? have it? - sort anything into one of four types.

Reach for this when…

How to run it

  1. List everything currently sitting on the goal list, including problems and things you're protecting.
  2. For each one, answer plainly: do you want it? Yes or no.
  3. For each one, answer plainly: do you have it already? Yes or no.
  4. Place it in its box: Achieve (want, don't have), Preserve (want, have), Avoid (don't want, don't have), Eliminate (don't want, have).
  5. Handle each box differently - Achieve needs a plan, Preserve needs defending, Avoid needs watching, Eliminate needs acting on.

A worked example

Situation. Lukas Brunner ran Brauerei Brunner, a craft brewery in Graz, Austria, with a goal list that had grown to fourteen items after a planning offsite nobody had prioritised since.

Applied. Running it through the grid, a bigger canning line was an Achieve (wanted, didn't have yet), the loyal taproom crowd was a Preserve he'd been taking for granted, a rival's rumoured price war was an Avoid worth watching rather than reacting to, and a costly out-of-town warehouse lease turned out to be an Eliminate he'd simply never questioned.

Result. He funded the canning line as a named Achieve goal, put a proper loyalty programme around the taproom regulars instead of assuming they'd stay, and gave notice on the warehouse lease that had been quietly draining cash for two years.

Canning line Taproom crowd Rival price war Warehouse lease Have it? → Want it? → No Yes No Yes
Diego's brewery: the canning line was an Achieve, the taproom crowd a Preserve, the warehouse lease an Eliminate.

The catch

The two questions look simple but people fudge them - 'sort of want it' gets forced into a yes that flatters the answer they'd already picked. The grid sorts goals into a type, it doesn't set priority between them: two Achieve goals can both be urgent and the grid won't tell you which comes first.

If you can't honestly answer 'do you have it?' about something, it isn't ready for this grid - go find out first.

Origin: Fred Nickols