Has Your Agency Set Goals for the Year?

It’s a new year, which means we are all feeling the push to set goals that propel us to accomplish great things this year.

As agencies, you help your clients set goals, but you may not set goals for your own business. It’s easy to stay busy meeting project deadlines, managing team members and attracting new clients. Often, setting goals falls by the wayside.

But goals have an important purpose for agencies. Goals:

  • Provide employees with a common target to guide their daily activities
  • Allow management to make more strategic decisions regarding projects and resources
  • Give the agency a way to measure the performance of the business
When brainstorming goals, I recommend agencies set goals in six areas:
  • Team Member Development
  • Leadership
  • Financial Health
  • Systems & Processes
  • Client Acquisition
  • Client Retention

Choose a goal under each category that will make the biggest impact on your business.

And, despite all the “shoot for the moon” adages, it is best to set goals that are attainable. Set yearly goals first, then set quarterly goals that will make you achieve the yearly goals. In the same fashion, set monthly goals that allow you to achieve your quarterly goals.

Even if you don’t achieve every goal you set, the practice of setting goals will help your team stay focused and driven.

Don’t forget to schedule time to regularly review your progress toward achieving your goals. This allows you to be nimble. You can reallocate resources if necessary, or you may decide to pull in industry leaders and experts who can help you achieve your goals faster. You may decide that one of your goals needs to be adjusted or replaced altogether. Regular evaluation is vital to successful goal setting.

Take this advice from marketing expert Seth Godin: “The thing about goals is that living without them is a lot more fun, in the short run. It seems to me, though, that the people who get things done, who lead, who grow and who make an impact… those people have goals.”


At KF Strategies we specialize in helping creative agencies maximize profits through process refinement. Whether it’s software, training, or personnel development, KF can help you get the best out of your resources.

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901.283.4872
429 E. Commerce Street, Suite 243
Hernando, MS 38632
Kimberley@kf-strategies.com