Dear CFO,
As the Financial Director of a small manufacturing business, I’ve been working with our sales team to set goals for next year…which has led me to wonder if I really understand goalsetting. I’m good at the “big picture” part, but I struggle to help them prioritize when we narrow it down. What are your best goal setting tips for actionable (realistic) goals?
Leveling-Up Goals in LaGrange, IL
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I’ve read so much on goal setting, and a lot of it feels somewhat esoteric. Trust me, I’m the queen of high-level thinking, so I know as well as anyone how difficult it is to break down those high-level values, mission, vision, and targets into real, workable, actionable steps. For many managers and leaders, the breakdown is the hardest part.

Dear CFO,
I’m hoping to really ramp up our online sales in our marketing department. As the department head, it’s my job to set our benchmarks and figure out our quarterly goals and action plans. I know breaking it down into bite-sized pieces is key. Could you advise me on the best way to set and track realistic (but challenging) quarterly goals?
Goal-Getter in Gainesville, FL
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Success in any business planning requires setting goals and establishing long-term targets. I’m assuming you’ve explored your long-term plans (5-year objectives) and your big “stretch goals”? These BIG ideas are achievable when you take it one day at a time.

Dear CFO,
My boss approached me about coming up with a project plan as our accounting department transitions to new software early next year. This is a new challenge for me, but one I’m ready to tackle. What advice do you have for me about setting up a project plan? 
Ready to Plan in Raleigh, NC
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Setting up a project plan? That’s terrific! I’m sure you’ll find it an exciting and interesting challenge. Since you seem new to the ground rules of project plans, I thought I’d start with the basics. Every great project plan begins with a solid foundation and works up from there.