Setting Goals for FY26

This blog unpacks the key takeaways from our FY26 goal setting session. 

It shares the goal framework XBert is implementing, the thinking behind it, and how this helps teams align, focus, and track progress more clearly.

In our recent webinar, Setting Goals for FY26, we introduced the quarterly goal planning structure XBert is using internally. We covered why a consistent framework is valuable, how we're setting themes and initiatives, and the importance of visibility and ownership across the business.

In this blog, we cover:

• Why structured goal setting matters
• The difference between goals, initiatives, and actions
• Creating clear ownership and accountability
• Using themes to drive quarterly focus
• How XBert tracks goal progress
• Why this helps reduce rework and improve outcomes

You can now watch this webinar On Demand HERE, or read on for the key things you need to know.

Why Structured Goal Setting Matters

Setting goals with structure creates alignment across the business. It ensures everyone knows what the priorities are and how their work connects to bigger outcomes.

“We want to make sure the goals are not just something that sit in a document and are then forgotten.” - Cassandra Scott

For example, XBert provides a framework to make strategic decisions visible to all team members, so day-to-day work stays connected to long-term objectives.

Clarity gives people confidence and reduces wasted effort.

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Breaking Goals Into Initiatives and Actions For Implementation

One of the key principles is separating high-level goals from the specific initiatives and actions that support them.

“The goal might be to improve client onboarding. The initiative would be implementing a new flow. The action would be testing it in two accounts.” - Cameron Anderson

For instance, you might set a goal to grow partner satisfaction. One initiative could be improving partner enablement, and an action under that might be running one-on-one walkthroughs.

This structure helps teams execute without losing sight of the bigger picture.

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Creating Ownership and Accountability

Every initiative must have a clear owner who is responsible for moving it forward. This supports accountability, encourages momentum, and prevents important work from falling through the cracks.

“If there’s no owner, it doesn’t move.” - Cassandra Scott

You can implement a rule that each initiative must have someone responsible, even if the actual work involves others.

This creates focus and stops endless discussion without action.

Using Themes to Drive Quarterly Focus

Rather than trying to solve everything at once, try setting quarterly themes that guide which initiatives to prioritise.

“We’re setting themes for each quarter to keep everyone aligned and avoid distractions.” - Cameron Anderson

For example, Q1 might focus on strengthening core infrastructure, while Q2 shifts to customer experience improvements.

This approach brings discipline to planning and helps the team build momentum over time.

Tracking Progress with Scorecards

To keep goals visible and progress measurable, you can use a simple scorecard model. Each initiative is reviewed weekly or fortnightly and colour-coded to reflect its status.

“We’re using traffic light status so you can see what’s off track at a glance.” - Cassandra Scott

For example, a green initiative is progressing, amber might be stalled or unclear, and red needs attention.

This ensures issues surface early, and small wins are recognised.

Reducing Rework and Misalignment

Without clarity, teams often repeat work, miss deadlines, or shift focus too frequently. A consistent framework avoids this by giving the business a shared language and rhythm.

“It’s about learning from what worked and what didn’t, and making better decisions faster.” - Cameron Anderson

XBert is using this process not just to deliver outcomes, but to reflect regularly and adjust.

The goal is better execution with less chaos.

Set Up A Goal Setting Framework in Your Business

A clear goal setting framework helps your business stay focused, aligned, and on track. 

By defining goals, assigning ownership, tracking progress, and reviewing consistently, you reduce confusion and improve outcomes across the board.

Want to set this up in your business?

Book a Demo or Start a Trial