CommonGoal Templates

Start a project, engagement, collaboration or client relationship with shared understanding.

Project Kickoff & Alignment

  • CommonGoal: To initiate a new project by establishing a clear understanding of goals, expectations, and project methodologies.
  • Key Elements for Alignment: Objective, communication channels and cadence, key milestones, tracking tools
  • Send Links to: Project Team (Consultants, Analysts, etc.), Client Representatives, Project Managers

Product Development

  • CommonGoal: Our product vision is to build an AI-powered mobile recommendation app tailored to each user. Key requirements are for 75% of active users to have a customized profile within 30 days and view time per session exceeding 5 minutes.
  • Key Elements for Alignment: Engagement Metrics, User Customization Features, Iterative Build Approach, Key Recommendation Criteria, Post-Launch KPIs
  • Send Links to: Product Managers, Software Developers, UX/UI Designers, QA Testers, Marketing & Sales Teams, Customers.

Digital Marketing Campaign

  • CommonGoal: Executing a comprehensive digital marketing strategy to increase e-commerce sales and customer engagement.
  • Key Elements for Alignment: Target Audience, SEO and SEM Goals, Content and Campaign Vision, Social Media and Digital Advertising Budget, Analytics and Optimization KPIs
  • Send Links to: Digital Marketing Agency, Content Creators, Client E-commerce Team

Unification Across Common Roles

  • CommonGoal: Aim to unify large sales team's understanding of its product offerings and align their sales strategies.Ensure that all sales personnel are equipped with comprehensive knowledge about the products, understand the value proposition accurately, and employ consistent, effective sales techniques to engage potential customers.
  • Key Elements for Alignment: Value Proposition, Sales Strategy, Customer Needs & Challenges, Mechanism for Communicating Feedback to Product Teams, Continuous Training & Development Plans
  • Send Links to: Sales Representatives, Client Success Team, Product Manager

Tech Project Prioritization

  • CommonGoal: To align on prioritize adding new features vs meeting deadlines, resource allocation, and task prioritization
  • Key Elements for Alignment: Categorization of work items by business value-add vs. foundational tech enablement, Standardized relative scoring methodology, Cross-functional pre-sprint reviews of upcoming commitments, Transparent tracking of deferred capabilities, Post-deployment performance assessments
  • Send Links to: Program Manager, Engineering Leader, Engineer, Product Owner, Marketing Leader

Startup Investment Opportunity

  • CommonGoal: Evaluate a startup's alignment with investment criteria
  • Key Elements for Alignment: Market Potential, Team Experience, Product Type and Portfolio Fit, Traction and Market Fit, Business Model, Exit Potential
  • Send Links to: Investors, Startup Founder

Grant Proposal Development

  • CommonGoal: Developing a proposal to secure grant funding for a project.
  • Key Elements for Alignment: Need Definition, Program Design, Budget Allocation, Roles, Submission & Follow-up Timing
  • Send Links to: Grant Writers, Program Managers, Finance Stakeholder

Branding and Identity Development for a New Product

  • CommonGoal: Establishing a strong, cohesive brand identity for a new product.
  • Key Elements for Alignment: Market Gaps, Brand Strategy, Visual Identity Direction, Messaging Direction, Brand Guidelines, Launch Strategy
  • Send Links to: Brand Strategists, Graphic Designers, Market Researchers, Client Marketing Team, Product Managers, Social Media Managers

Baseline Understanding Among Students

  • CommonGoal: To establish a baseline understanding of key concepts among teachers, enabling them to communicate more effectively with their pupils and work towards the goal of enhancing comprehension.
  • Key Elements for Alignment: list of concepts that make up required foundational knowledge for course
  • Send Links to: Teacher(s)/Instructor(s), Students

Customer Experience (CX) Enhancement Project

  • CommonGoal: Improving the overall customer experience to increase satisfaction and loyalty.
  • Key Elements for Alignment: Customer Journey Mapping, Feedback Collection and Analysis Approach, Service Design Improvements/Features, Technology Development Activities, Prioritization of Development Activities, KPIs, and Reporting Processes and Tracking
  • Send Links to: CX Consultants, UX/UI Designers, Customer Service Managers, IT Specialists, Client Operations Team, Customers

Community Garden Creation

  • CommonGoal: Developing a community space for growing fruits, vegetables, and flowers.
  • Key Elements for Alignment: Community needs and expectations with design, approach to maintenance, costs/ funding needs, and educational activities.
  • Send Links to: Community Leaders, Local Government, Environmental NGOs, Volunteers, Local Businesses

University Research Program

  • CommonGoal: To enhance a research program, improving outcomes, as well as opportunities for students and faculty.
  • Key Elements: Research objective, academic standards, funding requirements, target industry partnerships
  • Send Links to: Faculty Members, Students, Funding Agencies, Industry Partners

Nursery School Curriculum

  • CommonGoal: To provide an engaging and developmentally appropriate curriculum for nursery school children.
  • Key Elements for Alignment: Developmental milestones by age, expectations for individualized support for learning styles or neurodiversity, regulatory standards, education or religious philosophy, hours of operation
  • Send Links to: Educators, Parents, Regulatory Bodies, CDC

Community Art Project

  • CommonGoal: To engage the community in creating a public art project that reflects local culture and values.
  • Key Elements for Alignment: Artistic vision, Roles Needed & Who Fills Them, and Tools & Supplies Required.
  • Send Links to: Local Artists, Community Members, Cultural Organizers

Desired Roles and Coverage Availability

  • CommonGoal: To organize a calendar of coverage for volunteer or other group efforts
  • Key Elements for Alignment: Desired Role, Availability
  • Send Links to: Organizer(s), Volunteers or Team Members

Event Planning

  • CommonGoal: Successful Launch of the Annual Tech Innovators Conference
  • Key Elements for Alignment: Event Objective, Theme, Target Audience, Speaker Selection & Engagement, Venue Selection, Budget Allocation & Financial Management Roles, Marketing/Promotional/Outreach Strategy & Activities
  • Send Links to: Event Planning Committee, Marketing Team, Logistics Manager, Finance, Technology Support

Using CommonGoal for Alignment:

  • Gathering Perspectives:

    Collect insights from all stakeholders on the key elements of alignment, understanding the current state of knowledge, and identifying gaps.

  • Analyzing for Gaps and Consensus:

    Use AI to analyze the collected perspectives, identifying where misunderstandings or misalignments exist and where there is strong consensus.

  • Visualizing Alignment:

    Create visual clusters that show areas of alignment and divergence among your team and other stakeholders, making it clear where targeted efforts are needed.

  • Facilitating Targeted Discussions:

    Generate specific questions for each cluster to guide discussions, helping stakeholders to address and bridge gaps in understanding.
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