Project Management

Tips for Transferring Strategic Goals into Daily Tasks

Mindaugas Gluchovskis ·

2019 - Present Marketing specialist Innovative content marketeer with MSc in International Communication, Mindaugas brings fresh ideas and inspiration about project management and beyond.

strategic goals into daily tasks

Bridges Business Consultancy found that 48% of leaders spend approximately 20 hours monthly on strategy discussions, falling short of the recommended daily allocation of one hour per day. Navigating the transition from strategic goals into daily tasks is a common challenge, emphasizing the significance of efficiently investing time in strategy discussions.

While setting ambitious goals is crucial, the real test lies in bridging the gap between lofty objectives and day-to-day execution.

In the world of getting things done, project managers have a key job of turning big plans into everyday tasks. They bridge the gap between lofty goals and the nitty-gritty of daily tasks by breaking them down into doable steps. 

For example, enhancing customer satisfaction translates to daily tasks like setting up a customer feedback system. Shifting from broad goals to specific, achievable tasks is the essence of effective project management.

In this article, we’ll explore why this process is so crucial for project managers and how they can navigate it successfully.

What are Strategic Goals?

Strategic goals are the guiding force in any project, providing a clear direction for the team. Project managers play a pivotal role in translating these high-level aspirations into actionable tasks that drive project success.

Some common strategic goals are:

  1. Market Expansion: Increase the organization’s market share or enter new markets.
  2. Cost Leadership: Achieve a competitive advantage by becoming a low-cost producer in the industry.
  3. Innovation and Technology Leadership: Position the organization as an industry leader through continuous innovation and technological advancements.

To begin, define what strategic goals encompass within the project context. Make sure the goals are clear, feasible, and tangible. You can facilitate this process by meticulously aligning tasks with overarching goals, creating a roadmap for the team, and delineating the steps required for successful goal attainment.

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Gantt chart on Teamhood

Strategic Goals into Daily Tasks: Creating SMART Objectives

To navigate the intricate path from goals to tasks, project managers should apply the SMART criteria—Specific, Measurable, Achievable, Relevant, and Time-bound. Research conducted by Tech Science revealed that the SMART goal demonstrated effectiveness in increasing reported goal attainment.

  • Specificity eradicates ambiguity
  • Measurability quantifies progress
  • Achievability sets realistic expectations
  • Relevance ensures alignment
  • Time-bound constraints provide a structured timeline for completion

Let’s apply SMART criteria to transform “Generate customer reviews” into an actionable objective.

  • Specific: Refine the goal to a specific outcome, like a certain review rating.
  • Measurable: Establish quantifiable metrics. For instance, set a target of obtaining 500 customer reviews within the next quarter.
  • Achievable: Ensure that the goal is realistic and attainable. Setting a goal of obtaining 50,000 reviews in a week might be impractical.
  • Relevant: Align the goal with broader business objectives. For example, customer product reviews improve brand reputation.
  • Time-bound: Specify a deadline, such as achieving the targeted number of reviews within the next 90 days.

Building a Roadmap

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OKR list on Teamhood

To transform aspirations into a tangible task list, follow this roadmap that ensures a seamless transition from SMART objectives to actionable items:

Step 1: Define Project Goals and Key Components

Clearly articulate project goals and identify the factors contributing to the achievement of the goal for team understanding.

Goal: Launch a user-friendly project management software to improve team collaboration and task efficiency.

Components:

  • User Interface Design
  • Feature Development
  • Testing and Quality Assurance
  • Marketing Strategy
  • User Training

Learn more about how you can build a successful project roadmap in this detailed guide or choose from the best product roadmap tools to begin your journey.

Step 2: Break down into Measurable Milestones

Break down the identified components into measurable milestones for quantifiable progress, ensuring achievability within defined timeframes.

Milestones:

  • UI Prototype Completed
  • Features Developed and Functional
  • Successful QA Testing
  • Marketing Plan Finalized
  • User Training Materials Prepared

Step 3: Create a Work Breakdown Structure (WBS)

Break down each milestone into smaller, manageable tasks, forming a structured scope of work for the project team. Then, estimate the time and resources required for each task and create a realistic schedule.

Work Breakdown Structure

1. User Interface (4 weeks, 2 UI designers)

  • Identify the features and functionalities to be included in the user interface prototype.
  • Assign team members responsible for designing and developing the prototype.
  • Estimate the time required to complete the prototype development.
  • Ensure that the prototype is user-friendly and meets the project’s requirements.

2. Feature Development ( 6 weeks, 3 developers)

  • List the key features and functionalities to be developed during the project.
  • Assign team members responsible for developing and implementing each feature.
  • Estimate the time required to complete the development of each feature.
  • Conduct regular code reviews and tests to ensure the functionality of each feature.
project portfolio dashboard
Project portfolio dashboard on Teamhood

3. Testing and QA (3 weeks, 1 QA engineer)

  • Develop a comprehensive quality assurance (QA) strategy to prevent defects and improve overall team efficiency.
  • Allocate time and resources for testing, including creating test cases, running tests, and tracking test results.
  • Encourage informal communication and collaboration among team members during the testing process.
  • Use exploratory testing to uncover unexpected issues and supplement traditional testing methods.

4. Marketing Strategy (5 weeks, 1 marketing specialist)

  • Identify the target audience and market segments.
  • Define the unique selling points and brand identity for the product or service.
  • Analyze competitors and their marketing strategies.
  • Develop a marketing strategy that outlines the tactics, actions, and controls for executing the marketing plan.
  • Create a marketing plan that sets out the short-term and long-term initiatives, including budget allocation and deadlines.

5. User Training (2 weeks, 1 training specialist)

  • Identify the training materials and resources needed for users to learn how to use the product or service
  • Assign team members responsible for creating and organizing the training materials
  • Estimate the time required to prepare and finalize the training materials
  • Ensure that the training materials are clear, comprehensive, and user-friendly
  • These measurable milestones can be used to track progress and ensure achievability within defined timeframes.

Step 4: Prioritize Tasks

Identify and prioritize tasks based on importance and dependencies, focusing on critical activities to keep the project on track. Use tools like Teamhood, Trello, or Microsoft Project for task organization, deadline setting, and progress tracking.

For example, UI design needs to be completed before coding to ensure a well-thought-out design guides the prototype creation.

Explore the interactive Teamhood task management tool firsthand!

Learn more about what a Gantt chart maker can do.

Step 5: Create a Task Hierarchy and allocate responsibilities

Create a task hierarchy for better organization and progress tracking. Assign responsibilities for each milestone to individuals or teams, ensuring effective execution aligned with the overall strategic direction.

gantt chart maker
Teamhood Gantt view example

This is how task hierarchy and responsibilities look using a simple table.

Task Hierarchy and ResponsibilitiesResponsible IndividualsSubtasks/Responsibilities
1. User Interface DesignJohn (Design Team Lead)1.1 Research
– Analyze User Needs
– Competitor Analysis
Sarah, Alex (Design Team)1.2 Design
– Wireframing
– Mockup Creation
Mark (Development Team)1.3 Prototype Development
– Interactive Prototyping
– User Feedback Integration
2. Feature DevelopmentEmily (Project Manager)2.1 Feature Planning
– Requirement Analysis
– Feature Prioritization
Mark, Emma, Ryan (Dev Team)2.2 Coding
– Backend Development
– Frontend Development
Olivia (QA Team Lead)2.3 Testing
– Unit Testing
– Integration Testing
3. Testing and QAOlivia (QA Team Lead)3.1 Test Planning
– Test Case Design
– Test Environment Setup
Olivia, Chris (QA Team)3.2 Test Execution
– Functional Testing
– Performance Testing
4. Marketing StrategyLily (Marketing Team Lead)4.1 Market Research
– Identify Target Audience
– Analyze Market Trends
Lily, James (Marketing Team)4.2 Campaign Planning
– Define Marketing Channels
– Develop Campaign Messaging
Sophie, James (Content Team)4.3 Content Creation
– Design Marketing Collateral
– Create Website Content
5. User TrainingChris, Emma (Training Team)5.1 Training Material Development
– Prepare Training Manuals
– Develop Video Tutorials
Chris, Emma (Training Team)5.2 Training Sessions
– Schedule Training Sessions
– Conduct Training Workshops

Step 6: Set Daily Goals

Further break down tasks into daily goals, identifying specific actions required each day for continuous progress toward project objectives.

For example, set a daily goal for the UI Design team to complete a specific aspect of the prototype. Some other examples may look like this:

User Feedback Integration: Daily Goal: Implement user feedback received from the beta testing phase into the SaaS application.
Specific Actions: Review user comments, prioritize feature enhancements, and collaborate with the development team to make necessary adjustments.

Bug Fixing Sprint: Daily Goal: Address and resolve a set number of reported bugs to improve the overall stability of the SaaS platform.
Specific Actions: Conduct bug triage, assign tasks to the development team, and verify fixes through rigorous testing.

Data Security Enhancements: Daily Goal: Enhance data security measures within the SaaS infrastructure to meet compliance standards.
Specific Actions: Collaborate with the security team to identify potential vulnerabilities, implement encryption protocols, and conduct regular security audits

Step 7: Review and Adjust

Regularly check how you’re doing against your daily goals. Be quick to adapt when things change, deal with problems as they come up, and shift tasks around if needed. This helps keep your project on track and successful. Keep it simple, stay on top of things, and be ready to change course when necessary.

Wrap Up

Understanding the link between strategic goals and daily tasks is pivotal for project managers in ensuring project success. Embracing proactive daily task management empowers teams to make consistent progress toward overarching objectives.

Teamhood offers a set of project management software tools designed to cater to every stage of the project management lifecycle, including project road mapping. The suite includes a variety of Agile tools, Gantt chart capabilities, Kanban board, templates, and more.

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