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📦

4. Goal-Setting (36Y)

Connecting Strategy to Execution

Why this framework exists

Many organizations set goals. Fewer connect them across time horizons and levels.

Short-term goals drift without long-term context. Long-term vision collapses without near-term execution. Teams lose sight of how their work connects to overarching strategy.

36Y solves this by aligning goals over time and across the organization.

What clarity looks like

With 36Y in place:

  • Company, department, and individual goals align
  • Strategy translates into concrete action
  • Priorities remain visible over time
  • Accountability feels shared, not imposed

Execution gains structure without rigidity.

How we work with it

We guide teams through a structured 36-month, 12-month, and quarterly goal-setting process.

This includes:

  • Defining long-term strategic goals
  • Translating them into annual and quarterly objectives
  • Aligning goals across teams and roles
  • Establishing clear ownership and review cadence

What this enables next

Once goals align, role clarity, feedback loops, and performance discussions become far more effective.

Want help creating goals that actually drive execution?

36Y sits at the center of Ops in a Box and can be implemented independently.

Next Up: 📦5. Employee Bill of Rights

LevelWorks, LLC

Established in 2025