OGSM checklist

Use this checklist to sharpen your OGSM. Bear in mind: OGSM is a living document, so there is room to constantly refine your plans. Don't get stuck in endlessly improving your plan before you get started. Good is good enough.

Objective

  • The objective is ambitious, but achievable.
  • The objective provides direction. She describes not only what you want to achieve, but also how you do that.
  • The objective is substantively correct. It fits in with the strategic challenges of your organization (arising from the strength and vulnerability of your organization and the opportunities and threats in your environment).
  • The objective contains only the essentials. Nice-to-haves do not belong in the objective.

Goals

  • The goals make all parts of the objective concrete. They do not give room for multiple interpretations of the objective. You can, however, include preconditions.
  • The goals are measurable. They contain the goal, the target value and the unit.
  • The list contains only essential goals. Nice-to-haves do not belong in the list.

Strategies

  • Every strategy contributes to the realization of the objective (business strategy) or is a necessary precondition (enabling strategy).
  • Every strategy provides direction. He describes not only what you want to achieve, but also how you do it: by .
  • They are real choices. You must therefore be able to state what you no longer do. There are a maximum of 5 business strategies and 2 enabling strategies.
  • Someone is responsible for every strategy (each choice has an owner).

Dashboard (indicators)

  • The indicators make the strategy concrete. They do not give room for multiple interpretations of the strategy.
  • The indicators are quantitative. They contain the goal, the target value and the unit.
  • The indicators can be measured periodically (at least annually), so that you gain insight into the progress of the strategy. Rather an indicator does not fit perfectly with the strategy, but is measurable than a perfect indicator that you cannot (yet) measure.
  • The dashboard contains only essential indicators. Nice-to-haves do not belong in the list.

Actions

  • All actions are aimed at the realization of the strategy.
  • All actions are clearly formulated, so that it is also clear later what is meant. Have a by formulation.
  • The action plan contains only the essential actions. Nice-to-haves do not belong in the list.
  • Every promotion has an owner.
  • Every promotion has a deadline.
  • The actions are feasible as a whole in view of work pressure and planning.
  • Actions for the coming year can be completed within a quarter. Is the duration longer? Then pick them up in smaller promotions.

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