Employee Goal Setting and Results Tracking In Excel | Chris Benjamin | Skillshare

Employee Goal Setting and Results Tracking In Excel

Chris Benjamin, Instructor, MBA and CFO

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13 Videos (1h 11m)
    • Course Introduction

    • Instructor Introduction

    • SMARTER Goals

    • 7 Goal Setting Tips

    • Sample Goals Senior Accountant

    • Sample Goals SMS

    • Excel Basics

    • Goal Setting Set Up

    • Goal Entry

    • Goals & Responsibility

    • Dates and Review

    • Social Media Marketing Overview

    • Course Conclusion


About This Class

Be a better manager! Help your employees reach their goals and become rockstars for your company.

** New Course for 2018! **

An important part of being a manager is giving your employees goals and helping them reach them.  One of the tools to gauge how successful they are is by documenting individual goals and then doing continual performance checks to track their results.  The end result is happier and more productive employees, and a highly functional department.  

Become a management pro and have your employees on track with setting and reaching goals daily!

In this course we will start with teaching you the basics of Excel.  From there, we will start with a blank Excel workbook, and by the end have a fully functional goal setting and tracking template you can use for all your employees.  By using an organized and systematic approach, you will be able to easily hone in on the strengths and weaknesses of your employees, and allow you to tailor a plan to help them reach their goals.  In the end you'll have happier and more efficient employees, which in turns makes your job as a manager easier and your department highly functional.  

What We Do In The Course:  

  • Teach you the basics of Microsoft Excel (you can skip this lecture if familiar with the software)
  • Start with a blank Excel workbook which will become your goal setting workbook
  • Build the proper structure for setting and tracking goals
  • Format the spreadsheet so it is easy to read and follow
  • Set some sample goals and demonstrate how to track progress
  • And Much More!!!

At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.  

Chris Benjamin, MBA & CFO is a seasoned professional with over 20 years experience in accounting, finance, financial reporting, and small business, and employee management.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

Thank you for signing up for this course. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA





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Chris Benjamin

Instructor, MBA and CFO

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