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1.9
Collaborative Goal Setting
Submitted by Jack Byrd, Jr.
Organizations, collaborative groups, and individuals have a need for goals. We often fail to meet our goals because our process for creating the goals is flawed. This activity demonstrates how to collaboratively set goals that are realistic and achievable.
Learning Goals
Develop a deeper understanding of common mistakes in goal setting.
Learn an adapted SMART process to collaboratively create achievable goals.
Instructions
Set Up: Prepare for the Activity
Organize participants into small groups (5-6 ppl).
Share the Collaborative Goal Setting Worksheet with participants.
Begin by introducing the learning goals of this activity.
Step One: Introduce the SMART Goal Description (10 min)
As a full group, introduce the worksheet and review the description of SMART Goals:
S = Specific (things that are easy to relate to)
M = Measurable (things that we measure quantitatively or qualitatively)
A = Achievable (things that are realistic, agreed to, and attainable)
R = Relevant (things that make a difference)
T = Time Bound (things that can be achieved within the time available)
Ask participants to review Challenge One of the worksheet and complete this first step silently. After about five minutes, invite a couple of participants to share their revised statements. Review as a full group.
Step Two: Practice Setting SMART Goals (10 min)
In small groups, invite participants to review Challenge Two: Organization Goal Setting in the worksheet. Give them a few moments to read the scenario and then ask them to complete the challenge as a group. You can also read the scenario aloud to the full group.
Organization Goal Setting
You are the leadership team of a volunteer organization. The mission of the organization is to increase food security in your community. Currently, there are 223 members in your organization, but only 127 members (56%) are actively involved. You want to expand your services but need more members and, particularly, active members to do so.
Step Three: Practice Identifying New Challenges (15 min)
Invite groups to move on to Challenge Three in the worksheet. If necessary, review the tasks together as a full group:
Each group must identify another challenge for the leadership team in the scenario.
Each group will create a new goal based on the needs that they identified in the scenario.
After each group has had a chance to create a new goal based on a challenge that they identified, briefly share back with the full group.
Step Four: Debrief as a Full Group (15 min)
Discuss:
How was the experience different when creating a goal by yourself (like in Challenge One) versus crafting goals together (Challenges Two and Three)?
Why might you want to craft goals together as a group or team?
What are the challenges of doing this together? Trade-offs?
TIME
50
min
MODULE
Introduction to Collaborative Discussion
This activity is more involved or complicated than a beginner activity. This activity is for groups that have established trust or experience with discussion.
This activity can be easily modified for asynchronous learning. See Sample Asynchronous Certificate Program Design to illustrate sample sequencing.
This activity is suitable for professional or more formal learning environments.
Tell us what you think. Rate and review this activity:
Have any helpful suggestions or modifications for this activity?
Share them in the comments below!
0 Comments
Shannon Wheatley Hartman
December 7, 2022 at 7:01:33 PM
Another all time favorite. I really recommend this activity when you are trying to think about the complexity of a social topic and who/what is impacted by it. It pairs well with the Divergent Thinking/Surround the Topic activity. This activity also includes a really helpful worksheet for capturing types of stakeholders.
Shannon Wheatley Hartman
December 7, 2022 at 6:59:07 PM
I really like this activity. It is a fun way to figure out what matters most to us as a group. For example, if you need to figure out the theme for a discussion series or a topic for a group project, try out this activity. It helps participants to reflect on their own civic passion but also negotiate together the civic passions of the group. It could be paired with the value activities in Module One.
Shannon Wheatley Hartman
December 7, 2022 at 6:54:13 PM
I the process in this activity ("surround the topic") a lot. It is particularly useful as facilitation preparation. It also helps with generative thinking.
Shannon Wheatley Hartman
December 7, 2022 at 6:52:01 PM
This is an all time favorite. Use it as a warm-up activity or whenever you have a group that feels stuck and can't think of new ways of engaging a topic or problem.
Shannon Wheatley Hartman
December 7, 2022 at 6:49:22 PM
Similar to the previous activity (1.7 Taking Inventory of CD Skills), this activity includes a google survey that participants can complete at the beginning of a program or class. Instructors or facilitators can use this information to then tailor future activities to best fits the discussion needs of their group.
Shannon Wheatley Hartman
December 7, 2022 at 6:46:46 PM
Use this as pre-class or pre-workshop preparation! These self-evaluations will help teachers or facilitators to better understand the starting point of each participant and an aggregate view of the group. The survey results are shared only with the instructor/facilitator. This is a really helpful resource (and you can modify the survey to fit your needs).
Shannon Wheatley Hartman
December 7, 2022 at 6:43:42 PM
This activity and the previous (1.5 Understanding Values) are great for difficult conversations. I would use this as the prep work before diving into potentially tricky conversations. It helps participants to look for the values that inform opinions (and not just dismiss ideas that they don't like).
Shannon Wheatley Hartman
December 7, 2022 at 6:41:01 PM
This is also known as "Identity Pie." It's a great warm up and way for participants to get to know one another. I would use this early in a group setting to help build connection.
Shannon Wheatley Hartman
December 7, 2022 at 6:39:24 PM
I think we all know that creating guidelines is important. I introduce activity 1.1 What is Collaborative Learning? first and then use the positive and negative attributes that they generate to help form our group guidelines.
Shannon Wheatley Hartman
December 7, 2022 at 6:36:43 PM
I always recommend that folks start off with this activity and pair it with 1.3 Creating Guidelines. It is a great way to set the tone and emphasize the importance of collaborative discussion.