Boards
Get Started Now — It’s Free!
  • Benefits
  • Features
    • Form Submissions to Tasks
    • Workflows to Tasks
    • AI Conversations to Tasks
    • Orders to Tasks
    • Sign Documents to Tasks
  • Solutions
  • Templates
    • Top Features
    • Story
    • Help Guide
    • Live Launch Event
    • FAQ
  • Pricing
  • Get Started Now — It’s Free!
Board Templates
Personal Productivity
Trending Templates
Weekly Schedule TemplateSchedule Calendar TemplateGoals For The Year TemplateDaily Work Schedule TemplateNovel Outline TemplateDaily Schedule Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams

Small Business Goal Setting Template

Trending Templates
Weekly Schedule TemplateSchedule Calendar TemplateGoals For The Year TemplateDaily Work Schedule TemplateNovel Outline TemplateDaily Schedule Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams
Board Templates
Personal Productivity

Small Business Goal Setting Template

Achieve your business objectives with Jotform's Small Business Goal Setting Template. This customizable board helps you track tasks, set priorities, and collaborate effectively using a drag-and-drop interface.

Categories
  • Go to Category: Personal Productivity
  • Go to Category: Goal Tracking & Habit Formation
  • Go to Category: Professional Services
  • Go to Category: Technology & Startups
  • Go to Category: Freelancers & Solo Professionals
  • Go to Category: Executive & Leadership Teams
Small Business Goal Setting Template
About this template
The Small Business Goal Setting Template is a comprehensive board template designed for small business owners and teams focused on setting and achieving strategic goals. This customizable board allows users to outline their objectives, track progress, and manage tasks collaboratively. Whether you are a solo entrepreneur or part of a team, this template helps you streamline your goal-setting process with clear priorities, due dates, and descriptions for each task, ensuring everyone stays aligned and accountable.
Categories
  • Go to Category: Personal Productivity
  • Go to Category: Goal Tracking & Habit Formation
  • Go to Category: Professional Services
  • Go to Category: Technology & Startups
  • Go to Category: Freelancers & Solo Professionals
  • Go to Category: Executive & Leadership Teams
Details
1 Clone
Created by
Jotform

Connected Assets

This template collects and utilizes data from the assets listed below. These assets can be customized to align with your specific requirements.

  • Business Development Template
  • Business Development Application Form

Connected Forms

This board collects and interacts with data from the forms shown here. You can customize, remove, or add connected forms from the Boards interface.

Preview:

Business Development Application Form

View Template

Small Business Goal Setting Template FAQs

1) What is this Small Business Goal Setting Template used for?

This Small Business Goal Setting Template is designed to help small business owners and teams set, track, and achieve their strategic goals effectively. It provides a structured approach to managing tasks and ensures alignment across the team.

2) What should be included in a Small Business Goal Setting Template?

The template should include specific goals, associated tasks, deadlines, priorities, and descriptions for each task. Additionally, it can feature tags and comments for better collaboration and communication among team members.

3) When to use a Small Business Goal Setting Template?

This template is ideal for use at the beginning of a project or business cycle when setting strategic goals. It can also be utilized during regular review sessions to assess progress and adjust objectives as needed.

4) Who can use a Small Business Goal Setting Template?

Small business owners, team leaders, and project managers can utilize this template to enhance their goal-setting processes. It is also beneficial for freelancers and solo professionals looking to organize their objectives and tasks.

5) What are the benefits of using a Small Business Goal Setting Template?

This template promotes clarity in goal-setting, enhances accountability, and improves team collaboration. By visualizing tasks on a Kanban board, users can easily track progress and prioritize efforts to achieve their business objectives.

6) Can I assign tasks to specific team members?

Yes, you can assign tasks to specific team members within the Small Business Goal Setting Template. This ensures clear ownership and accountability for each task, enhancing collaboration.

7) How do I track the progress of tasks on this board?

You can track the progress of tasks using the Kanban board view. Move tasks between lists such as Backlog, In Progress, Done, and On Hold to visualize their status and progress.

8) Can I connect my forms to this board to create tasks automatically?

Yes, you can integrate your Jotform forms with the Small Business Goal Setting Template. When a new form submission is received, it automatically creates a corresponding task, streamlining your workflow.

Related templates
Weekly Schedule Template Thumbnail
Preview: Weekly Schedule Template

Weekly Schedule Template

Organize your week effectively with Jotform's Weekly Schedule Template. This customizable board allows you to track tasks, set priorities, and collaborate with your team using a drag-and-drop interface.

Go to Category:Personal Productivity
Preview
Schedule Calendar Template Thumbnail
Preview: Schedule Calendar Template

Schedule Calendar Template

Manage your appointments effectively with Jotform's Schedule Calendar Template. This customizable board helps you track tasks, set priorities, and collaborate with your team using a drag-and-drop interface.

Go to Category:Personal Productivity
Preview
Goals For The Year Template Thumbnail
Preview: Goals For The Year Template

Goals For The Year Template

Achieve your annual objectives with Jotform's Goals For The Year Template. This customizable board template allows you to set, track, and manage your goals efficiently using a drag-and-drop interface.

Go to Category:Personal Productivity
Preview
Daily Work Schedule Template Thumbnail
Preview: Daily Work Schedule Template

Daily Work Schedule Template

Organize your daily tasks efficiently with Jotform's Daily Work Schedule Template. This customizable board helps you prioritize tasks, set deadlines, and collaborate with your team using a drag-and-drop interface.

Go to Category:Personal Productivity
Preview
Novel Outline Template Thumbnail
Preview: Novel Outline Template

Novel Outline Template

Organize your writing process with Jotform's Novel Outline Template. Use this customizable board to track tasks, manage deadlines, and collaborate with your team using a drag-and-drop interface.

Go to Category:Marketing & Creative Production
Preview
Daily Schedule Template Thumbnail
Preview: Daily Schedule Template

Daily Schedule Template

Organize your daily tasks efficiently with Jotform's Daily Schedule Board Template. Use this customizable board to prioritize tasks, set due dates, and collaborate with your team through a drag-and-drop interface.

Go to Category:Personal Productivity
Preview

Jotform

  • Create a Form
  • My Workspace
  • Pricing
  • Jotform Enterprise
      • Application Forms
      • Registration Forms
      • Contact Forms
      • Feedback Forms
      • Order Forms
      • Evaluation Forms
      • Reservation Forms
      • Booking Forms
      • Request Forms
      • Government
      • Healthcare
      • Summer Camps
      • Restaurants and Groceries
      • Churches
      • Animal Shelters
      • Photography
      • Education Professionals
      • Small Businesses
      • Nonprofit Organizations
      • Creative Agencies
      • User Stories
      • How to Create a Survey
      • Data Collection Methods
      • Form Design
      • Accepting payments online
      • Creating an app without coding
      • What Is a QR Code?
      • How to Make a Website
      • How to Sell Online
      • Performance Appraisal Guide
      • Working From Home
      • All Business Guides
    • Use Cases
    • Jotform Form Builder
    • Jotform Appointments
    • Jotform Apps
    • Jotform AI Agents
    • Jotform Boards
    • Jotform Store Builder
    • Jotform Tables
    • Jotform Inbox
    • Jotform Mobile Forms
    • Jotform Workflows
    • Jotform Report Builder
    • Jotform Smart PDF Forms
    • Jotform PDF Editor
    • Jotform Sign
    • Jotform Teams
    • Conditional Logic
    • Conversational Forms
    • Assign Forms
    • Translate Forms
    • White Labeling
    • Enable-Disable Form
    • Multiple Users
  • Tools
  • AI Tools
    • Google Forms Alternative
    • Microsoft Forms Alternative
    • Typeform Alternative
    • Formstack Alternative
    • SurveyMonkey Alternatives
    • Wufoo Alternatives
    • 123FormBuilder Alternative
    • WPForms Alternatives
    • Paperform Alternatives
    • Adobe Sign Alternatives
    • PandaDoc Alternatives
    • Docusign Alternatives
    • Jotform Alternatives

Marketplace

    • Form Templates
    • Agent Templates
    • Board Templates
    • App Templates
    • Workflow Templates
    • Table Templates
    • PDF Templates
    • Sign Templates
  • Form Themes
  • Form Widgets
    • Payment Integrations
    • All Integrations
    • Jotform for Canva

Support

  • Contact Us
  • User Guide
    • FAQ
    • Forum
    • API and Developers
    • Jotform Status
    • Jotform Books
  • Jotform Academy
  • Webinars
  • Podcasts
  • Professional Services
  • Report Abuse
  • Report Copyright Issue
  • Recover Jotform Account

Company

  • About Us
  • Media Kit
  • In the News
  • Newsletters
    • Agency Program NEW
    • Reseller Program
    • Affiliate Program
    • Jotform Partners
  • Blog
  • Customer Stories

Apps

Jotform is the easiest online form builder with powerful forms that get it done, trusted by over 35 million users worldwide, featuring 10,000+ form templates, 150+ integrations, and drag-and-drop functionality that streamline data collection, payments, and workflows, engineered for businesses requiring professional forms without coding.

4 Embarcadero Center, Suite 780, San Francisco CA 94111

© 2025 Jotform Inc. The name "Jotform" and the Jotform logo are registered trademarks of Jotform Inc.

  • Terms & Conditions
  • Privacy Policy
  • Security
  • Accessibility Statement