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SayPro Goal Review Document Template: A template to track the goals set at the beginning of the quarter, any obstacles faced, and the resulting outcomes.
Email: info@saypro.online Call/WhatsApp: + 27 84 313 7407
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SayPro Goal Review Document Template
Purpose:
The SayPro Goal Review Document Template is a structured tool used by employees to evaluate the goals they set at the beginning of a quarter, identify obstacles encountered, and document the final outcomes. It plays an essential role in the SayPro Quarterly Performance Review (SCHAR-4) process by ensuring accountability, promoting reflective learning, and helping align personal performance with team and organizational objectives.
This document encourages employees to assess not only whether a goal was achieved, but also the quality of effort, challenges faced, and lessons learned—fostering a mindset of continuous growth and improvement.
Objectives of the Goal Review Document
- Track progress against personal, team-based, or professional development goals
- Provide evidence of achievement or identify reasons for partial/non-achievement
- Promote transparency and constructive discussion during performance reviews
- Encourage employees to reflect on performance, behavior, and growth areas
- Align individual goals with SayPro’s broader mission and key performance indicators
When to Use It:
- At the end of each quarterly performance cycle
- As part of the employee’s Self-Assessment Report
- In preparation for one-on-one Feedback Review Meetings with team leaders or managers
Template Structure
Below is a structured format for the SayPro Goal Review Document Template, which can be completed in Word, Excel, or as an online form.
Section 1: Basic Information
| Field | Description |
|---|---|
| Employee Name | Full name |
| Position/Department | Job title and department/team |
| Review Period | Example: Q2 2025 |
| Supervisor/Reviewer | Name of team leader or manager |
Section 2: Goal Review Table
| Goal Description | Planned Completion Date | Status | Obstacles Faced | Outcome/Result | Reflection & Learning |
|---|---|---|---|---|---|
| Clearly state the goal set at the start of the quarter | Original timeline for completion | Achieved / Partially Achieved / Not Achieved | Summarize internal or external challenges | Detail final result, output, or progress | Share key takeaways, what worked, what could improve |
Example Entry:
| Goal Description | Complete internal staff training program on digital project management |
|---|---|
| Planned Completion Date | 31 May 2025 |
| Status | Partially Achieved |
| Obstacles Faced | Training schedule conflicted with event planning responsibilities |
| Outcome/Result | Completed 3 out of 5 training modules and applied knowledge to Youth Initiative project |
| Reflection & Learning | Improved my ability to manage deadlines. For next quarter, I will plan training during lower workload periods. |
Section 3: Summary and Goal Continuation Plan
A. Total Goals Set: ___
B. Fully Achieved: ___
C. Partially Achieved: ___
D. Not Achieved: ___
E. Overall Comments on Goal Progress:
(Open-ended space to reflect on goal setting process, challenges across multiple goals, and what support or adjustments may be needed going forward)
Example: “While I achieved most of my technical goals, I found it difficult to balance training and operational responsibilities. Going forward, I will break larger goals into smaller, time-based targets and request manager input when prioritizing tasks.”
F. Suggested Goals for the Next Quarter:
(Optional preview of proposed goals, which will be finalized in consultation with the team leader)
| Proposed Goal | Reason/Focus Area |
|---|---|
| Improve report writing through bi-weekly documentation practice | To enhance communication and efficiency in data sharing |
| Complete all five training modules in project management | To prepare for a leadership role on upcoming projects |
Submission Guidelines
- Format: Fillable PDF, Word document, Excel file, or SayPro HR portal submission
- Deadline: Submitted along with Self-Assessment Report at the end of each quarter
- Reviewed by: Direct supervisor or team leader during the Feedback Review Meeting
- Confidentiality: Internal use for performance development and planning purposes only
Benefits of the Goal Review Document
For Employees:
- Encourages critical thinking and self-reflection
- Documents growth and achievements in a measurable way
- Creates a clear link between personal effort and organizational impact
For SayPro:
- Provides a performance history across quarters
- Highlights employee accountability and follow-through
- Enables better coaching, training planning, and resource allocation
Downloadable Template Preview (Editable Table Format)
| Goal Description | Planned Completion Date | Status | Obstacles Faced | Outcome | Reflection & Learning |
|---|---|---|---|---|---|
In summary, the SayPro Goal Review Document Template is a vital tool for tracking individual progress, learning from experience, and shaping future performance. It reflects SayPro’s commitment to meaningful growth, outcome-oriented work, and employee empowerment through structured feedback and goal-setting.
- Neftaly Malatjie | CEO | SayPro
- Email: info@saypro.online
- Call: + 27 84 313 7407
- Website: www.saypro.online
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