Постановка цели
Реализуйте свои цели с помощью этого шаблона постановки цели со специальными возможностями. Планируйте свои действия, отслеживайте прогресс и мотивируйте себя при достижении своих целей. Управляйте движением к вашим целям с помощью этого распечатываемого шаблона таблицы целей. Используйте этот шаблон планирования целей, чтобы помочь родственникам и друзьям в достижении их целей.
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When it comes to setting goals, planning action steps, and tracking progress, there are a few options for organizing the process, including detailed planning worksheets, online tools, traditional calendars, and good old pen and paper. One of the easiest ways to get started is to use a goal planning template that you can customize to suit your needs.
Included on this page are 17 free templates for Microsoft Excel and Word, PDF, and Google Docs, such as templates for business uses, general goal planning and tracking, and personal use cases.
Goal Templates for Business Use
Project Goals and Objectives Template
Download Project Goals and Objectives Template
Excel | Word | PDF
This S.M.A.R.T. goals template for Excel is designed for planning a project goal and one or more objectives. State your primary goal in two to three sentences to ensure that it is clearly defined. Then, follow the S.M.A.R.T. process to outline the actions, metrics, tools required, and other details. This worksheet provides an easy-to-use layout to further simplify the planning process.
Business Goals Template
Download Business Goals Template
Excel | PDF
Use this business goals setting template to quickly identify top priorities, short- and long-term goals, and issues that need to be addressed. This template is available in Excel, Word, and PDF, and provides a quick overview that can then be expanded upon as you create action plans for different goals. Consider using this as a communication tool to include in presentations, team meetings, or monthly reports.
Action Plan Template
Download Action Plan Template
Excel | Smartsheet
Create a detailed action plan for one or more goals, including starting and due dates and who is responsible for each step. For each goal, provide a clear purpose statement, describe intended outcomes, and list required resources. This Excel template can be used as a planning or tracking tool for managing multiple goals.
S.M.A.R.T. Goals Worksheet
Download S.M.A.R.T. Goals Worksheet
Excel | Word | PDF
This template walks you through the process of creating S.M.A.R.T. goals, which may be particularly useful when trying to achieve complex or challenging goals that require clarity and structure to ensure successful completion. Use this Word worksheet to evaluate and fine-tune a goal, including the specifics of what you want to accomplish and why, how you plan to measure progress, what is required to achieve the goal, and a realistic deadline.
Employee Goals Template
Download Employee Goals Template
Word | PDF
Employees can use this work goals template to create a strategic plan for reaching specific objectives related to performance, productivity, training, or other metrics of success. An individual employee can use it as a professional development plan, and a department or team can utilize it to assign tasks to multiple people in order to reach a shared goal. The Word template includes sections for identifying potential problems and creating an evaluation plan.
Yearly Sales Goals Template
Download Yearly Sales Goals Template
Create monthly and yearly sales goals for multiple products. This template compares amounts from the previous year to current goals, and automatically calculates total amounts and the percentage of change on a monthly and annual basis. This is a simple Excel spreadsheet template for planning and tracking sales goals over time.
Goals Spreadsheet Template
Download Goals Spreadsheet Template
Excel | PDF
This goals sheet template is designed for managing more than one goal simultaneously when each of these goals requires multiple action steps. This capability makes it a simple tool for dealing with complex processes. The template provides a measure of progress by showing both starting and ending metrics. It also includes sections for assigning tasks, noting budget or other resource requirements, and setting start and end dates for each task. You can edit this Google spreadsheet to include additional rows or columns as needed.
General Goal Planning and Tracking Templates
Printable Goals Planning Template
Download Printable Goals Planning Template
Word | PDF
This goals planner template can be used to craft personal or business goals, providing a structured planning approach that’s informed by S.M.A.R.T. goals. Create a detailed yet concise plan on a single page, and list clearly defined goals, actionable steps, measurements for success, solutions for potential obstacles, and desired outcomes. You can fill out this Word template on your computer, save it to the cloud, share it via email, or print and fill it out by hand.
Goals Chart Template
Download Goals Chart Template
Excel | Word | PDF
As you begin to identify and evaluate goals, a goals chart template can be a useful tool for a brainstorming session. The format provides a quick overview, which allows you to compare several goals and analyze the relevance and practicality of pursuing them. You can also use this Word/PDF chart template to drill down into a single goal by using the rows to refine and revise initial ideas. This kind of granular focus can help facilitate your work toward a final plan.
Weekly Goals Assessment Template
Download Weekly Goals Assessment Template
Excel | Word | PDF
Use this weekly goals template to evaluate your progress, analyze roadblocks that may have occurred, and adjust your weekly plan based on new insights. Available in Excel, Word, and PDF, this template is a helpful tool for assessing short-term goals, which may include personal lifestyle aims, work objectives, weekly school assignments, or other endeavors. It may also serve as a motivational and planning tool to help you set and accomplish realistic goals each week.
Monthly Goals Tracking Template
Download Monthly Goals Tracking Template
Daily Goals Template
Create a goals tracking sheet to monitor multiple goals on a daily, weekly, and monthly basis. Divide this Google template into separate project goals, or create a combination of business and personal endeavors that you want to keep track of. You can break down your goals into various tasks so that you can see a detailed list of what needs to be completed.
Download Daily Goals Template
Excel | Word | PDF
Set daily goals and create a schedule of tasks that you can mark as complete as you accomplish each one. This is a simple way to organize your day and break down goals into manageable steps. Prioritize tasks in order of importance to ensure that you don’t overlook your top goals. This Excel/Word/PDF template can also be used as a basic to-do list or event planning tool.
Personal Goals Templates
Life Goals Worksheet
Download Life Goals Worksheet
Excel | Word | PDF
This life goals worksheet provides separate sections for short-, mid-, and long-term goals to help you plan ahead and create a gradual staircase of goals to climb. You can set objectives related to career, finances, and personal endeavors to translate your dreams into fully realized actions. Taking time to think through life goals is a great opportunity to assess what your most important goals are and how and when you want to achieve them. Use this template (available in Excel, Word, and PDF) as a planning tool and reminder of your long-term vision.
Financial Goals Worksheet
Download Financial Goals Worksheet
Excel | Word | PDF
Whether you want to pay off debt, save for retirement, or plan a future vacation, this template is designed to help you clarify financial goals, identify potential obstacles, and list clear action steps to help you succeed. Setting measurable goals and giving yourself a timeline will make it easier to create a realistic action plan and track ongoing progress. This worksheet, available in Excel, Word, and PDF, can serve as a brainstorming tool for defining and prioritizing your financial goals.
Student Goals Template
Download Student Goals Template
Excel | Word | PDF
This template can be used by younger students in the classroom, college students planning for the future, or families helping children learn how to set and work toward goals. Simply edit the template to focus on school subject areas, learning new skills, improving grades, improving study habits, or other goals. Available in Word and PDF, this tool may help students identify strengths and weaknesses and organize goals into manageable steps.
Career Goals Template
Download Career Goals Template
Excel | Word | PDF
Create strategies for professional development or a career change with this Word or PDF template that helps you identify skills, interests, experience, or achievements that you want to attain. Consider how certain steps might advance your business or career, where you’d like to be in five or 10 years, and other important questions related to work life. You can use this template for setting both long-term goals and short-term actions related to career development and satisfaction.
Weight Loss Goal Tracker Template
Download Weight Loss Goal Tracker Template
If you’re working toward a weight loss goal, this template may provide both accountability and motivation as you keep track of your progress. As with any goal, the actions you take will determine the outcome, so including a specific plan related to fitness or diet will provide clear steps for reaching your goal weight. This Excel template will automatically calculate your weight loss based on the numbers entered, so you can compare your daily or weekly weight to your goal.
Procrastination Management Worksheet
Download Procrastination Management Worksheet
Word | PDF
Procrastination not only interferes with time management, staying organized, and maintaining a schedule, but can also make it much harder to reach goals. If you’re struggling to meet certain objectives, follow your action plans, or stick to the timelines set for certain goals, use this Word worksheet to determine where procrastination might be getting in the way. This is essentially a worksheet to help you create strategies and set goals for dealing with procrastination so that you can work toward the goals that matter most. It’s also designed to help you evaluate the impact of your actions (or inaction) and the importance of certain tasks.
What Is a Goal?
A goal is generally defined as something that an individual or group is trying to achieve. People often set goals within a specific time frame so there is a deadline for completion. Both short- and long-term goals may need to be broken down into a set of tasks — doing so essentially turns one goal into several mini-goals. These tasks, or action steps designed to work toward a larger goal, are often referred to as objectives.
Top tips to help you save time and money on your next project.
What Is an Objective?
Objectives are measurable and specific actions that can be taken to achieve an end result. They are often planned and carried out on a shorter-term basis and may be designed to help an individual, group, or organization reach a broader, long-term goal.
What Is the Difference between a Goal and an Objective?
The terms goal and objective are often used interchangeably and both refer to an aim or desired outcome that a person or group hopes to accomplish. However, goals often point to a larger purpose, a long-term vision, or a less tangible result, whereas objectives tend to be time-limited, measurable actions with tangible outcomes that help push progress toward broader goals.
What Are S.M.A.R.T. Goals?
The S.M.A.R.T. approach to handling goals came out of the corporate world in the early 1980s. It describes a method for setting and working toward goals, and the acronym stands for the following:
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Specific: Clearly define goals as succinctly as possible.
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Measurable: Identify metrics for measuring progress and success.
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Achievable: Set realistic goals that can be completed within specific parameters.
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Relevant: Ensure that goals are worth pursuing.
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Time-Bound: Assign deadlines to goals and related action steps.
Using the S.M.A.R.T. framework for managing goals and objectives can help you examine the motivation behind pursuing a certain goal. It can also help you determine what resources will be required to reach that goal. The S.M.A.R.T. guidelines break down the goal planning process into clear steps so that vital questions can be answered efficiently. What exactly needs to be accomplished? How will you know when your goal has been reached? What is the timeline, and who is responsible for the different actions required to reach the goal?
S.M.A.R.T. goals may be especially useful when dealing with complex goals that need to be broken down into multiple, actionable steps that you delegate to various team members and track over time. This framework can also be combined with other strategic planning by analyzing strengths and weaknesses, identifying internal and external resources, and evaluating risk. Planning for potential problems and tracking metrics closely can help reduce risk, keep progress on track, and increase the chances of reaching a goal by the desired completion date.
Tips for Setting (and Reaching) Attainable Goals
Here are a few tips to keep in mind as you set goals and create plans for reaching them:
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Start Small and Build on Success: Whether you’re aiming to retire by a certain age, lose 50 pounds, or grow business profits over a five-year period, create a plan that starts with steps you can take now. Add benchmarks down the road so you have clear short-term steps to reach your ultimate goal — doing so provides a manageable ladder for you to climb and gives you ongoing gratification as you reach each objective leading to the end goal.
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Focus on the Most Important Goal: Dealing with the goals of a complex organization, long-term project, or even an individual life can feel overwhelming. In any situation, identify the most important goal — this will help you create an effective plan of action and prioritize other goals.
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Consider Both Lead and Lag Measures: Measuring key indicators is vital to tracking the progress and effectiveness of business endeavors. Leading and lagging indicators are both important measures of success, but each provides different information. Simply put, lead measures are drivers that can help you achieve a goal, while lag measures are outcomes; the former is predictive, while the latter provides information about a completed process. Lagging indicators offer measurable results that can be used to analyze progress. However, when planning business goals, it is vital to consider the leading indicators that may improve those outcomes.
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Keep Goals in a Visible Place: This is a simple tip that can go a long way toward maintaining focus and tracking progress. It could mean keeping files easily accessible, so updates are shared among stakeholders. Or, it could simply mean posting a printed sheet in your home office as a reminder of high-priority tasks that need to be completed or long-term goals that you are working toward.
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Consider Accountability as a Form of Motivation: Goals for work projects may have accountability built in via deadlines and performance reviews. But, when undertaking personal goals, it may help to choose an accountability partner or let friends and family know what goal you are working toward.
Set, Track, and Achieve Goals with Smartsheet Templates for Project Management
Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.
The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.
When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.
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7. Теперь, когда ты выписал огромный список своих будущих достижений, выбери 1-2 максимум 3 цели, которые ты начнёшь реализовывать.
Не хватайся за всё разом, так ты только погубишь свой энтузиазм. Двигайся последовательно, шаг за шагом.
8. Определи как ты будешь отмечать что двигаешься вперёд. Если твоя задача бросить курить, то ы можешь отмечать месяцы или дни в которые не притронулся к сигаретам. А если это большая и сложная задача, то вместо месяцев ты можешь отмечать достижение небольших подзадач на которые ты её разбил.
9. Дело остаётся за малым — дерзай! Добивайся целей, двигайся к своей мечте.
Отмечай проделанные шаги, веди отчётность. Когда ты захочешь опустить руки, просто взгляни на всё что ты уже проделал и подумай: стоит ли останавливаться? Ведь половина пути уже пройдена 😉
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Using templates in Microsoft Excel isn’t only a great way to save time, but also increases your productivity. Work without having to worry about the design of your workbook, and avoid having to set up complex formulas from scratch — templates get it all done for you.
Whether you use Excel to create simple spreadsheets, inventory management, budgets, analytics, and reports, or manage tasks, there’s a template out there for you. Luckily, you don’t have to spend hours on end to find the perfect one. We’ve done the searching for you.
Below, you can find a curated list of the best 51 Excel templates to give your work and productivity a boost, picked by our expert staff.
How to use Excel templates
With each template in our list, we’ve included a link to an official or safe-to-use source where you can download the template. Not every website works the same, however, you can usually see a large Download button to obtain the file. See the example below.
Once your template file finishes downloading, all you have to do is open it. You can do this by double-clicking on the .xls or .xlsx file, or head to Excel and open it from the File menu.
Every template can be edited and customized for your own needs. They simply serve as the base for your project but have no set-in-stone elements. Feel free to make a template unique and truly yours.
The best 51 templates for Excel productivity
1. Family budget planner
Keep track of finances within your family or team with this simple, extremely useful template. With fields for total income, individual earnings, spendings, and other fields, you can optimize your finances with ease.
Download Family budget planner:
2. Personal budget spreadsheet
Working alone? This personal budget allows you to get a better, more clear overview of your earnings, spendings, and how you could save money. So, if you’re sucking in a personal budget planning, then we recommend this template.
Download Personal Budget Spreadsheet
3. Household budget planner
This budgeting template includes charts and a list of monthly expenses that can be customized for your own team’s needs. If you’re wondering, how do I create a household budget in excel, then this template will provide you with the solution you’re looking for.
Download this household budget template excel
4. Weekly budget worksheet
Don’t want to plan too much ahead? Focus on the now and use a weekly budget planner. As you fill the planner in, you’ll still be able to notice crucial details about how you handle your money.
Download weekly budget Excel planner
5. Event fundraiser
If you’re raising funds for an event, it’s important you always know who contributed to the cause, how much they donated, and the total amount needed. This template automatically updates as you input information, and shows you a visual chart to quickly get caught up at a glance.
Download this event fundraiser excel template
6. Social media calendar
Big on social media? Download this premium template to plan your next posts down to the minute it goes live.
Download social media excel planner
7. Project Gantt chart
This advanced and powerful template gives you control to accurately manage schedules, resources, and deliverables. Track every single deliverable of your project using this gannt chart template.
Download Gantt chart Excel Template:
8. Net worth statement
Do you know what your current financial worth is? If not, use this simple yet effective template to calculate it with ease. «It’s not your salary that makes you rich, it’s your spending habits.»
Track your expenditure with this net worth template
9. Bubble chart timeline
Create a timeline for your project with this template. Add various branches and information with the smaller bubbles, while creating a large overview using the main timeline.
Download: Bubble Chart Timeline
10. Employee payroll register
With this template, employers can better manage payrolls. Keep a record of employee information, payroll payments, and hours worked to accurately calculate their earnings.
Download: Employee Payroll Register Template
11. Employee scheduling template
Use this template to create a schedule for the upcoming week.
Download: Employee Scheduling Template
12. Project timecard summary
Calculate total hours for a week broken down by project.
Download: Project timecard summary
13. Company balance sheet
Create an accurate illustration of your company’s current net worth. This template includes your company’s assets, liabilities, and equity at a particular point in time.
Download: Company balance sheet
14. Weekly timesheet template
Record and monitor the exact amount of work hours weekly and bi-weekly basis.
Download: Weekly Timesheet Template
15. Billing statement
Use this billing statement template for invoice tracking, simple customer account management, and general billing.
Download: Billing statement
16. Invoice tracking
Use any system you want to create and send invoices with this template. Use statements from PayPal, other templates, or a combination of both.
Download: Invoice Tracking
17. Cash flow statement
Create a summary of your company’s inflow and outflow of cash. Track where your business’s money came from (cash receipts) and where it went (cash paid).
Download: Cash Flow Statement
18. Price list template
Create a professional price list for your products or services that you provide to your customers.
Download: Price List Template
19. Sales invoice template
This invoice template includes all information that you would expect to give out to customers after a purchase. Note down shipping information, product code, special notes, and instructions.
Download: Sales Invoice Template
20. Monthly attendance checker
This monthly attendance form template allows you to record whether students, workers, or team members were present, absent, tardy, unexcused, or excused.
Download: Monthly Attendance Checker
21. World meeting planner
This meeting planner spreadsheet is set up to assist you in the planning of conference calls and meetings with people in different time zones.
Download: World Meeting Planner Template
22. Fax cover sheet
The template makes it easy to customize a printable fax cover sheet for your company, organization, or personal needs.
Download: Fax cover sheet Template
23. Profit and Loss Statement
This template is a valuable asset in helping you create an annual income projection. Use it to help show investors and creditors why they should get on board with your business.
Download: Profit and Loss Statement Template
24. Employee succession planner
Create a functional organizational chart that illustrates the success and planning of your organization.
Download: Employee Succession Planner Template
25. Simple balance sheet
Create finance balance reports using this professionally-made template by financial professionals. All things that need to be considered are included.
Download: Simple balance sheet Template
26. Annual sales report
Determine which areas of the business are contributors to your success, and calculate further growth of your business for the upcoming year.
Download: Annual Sales Report Template
27. Milestone chart
A commitment to delivering is as important as the project itself. A milestone chart is an effective tool to depict project scope and timelines.
Download: Milestone Chart Template
28. Manufacturing Business Accounting
Record and create financial reports for manufacturing companies with this extremely detailed and automated template.
Download: Manufacturing Business Accounting Template
29. SWOT Chart
Plan ahead for the launch of a new product. Measure its position among established companies that already exist on the market by looking at SWOT (strengths, weaknesses, opportunities, and threats).
Download: SWOT Chart Template
30. Year-end Inventory Analysis
Use the various charts included in this template to analyze end-of-the-year reports and data. Notice trends and use this overview to perform better in the upcoming year.
Download: Year-end Inventory Analysis Template
31. Bill of sale (general form)
Provide a general bill sale form from Excel using this template.
Download: Bill of Sale (General Form) Template
32. Digital marketing strategy
Put together an awesome marketing strategy to bring your business to the next level with this template.
Download: Digital Marketing Strategy Template
33. Background check form
Send this template out to perform a thorough background check before hiring someone for a job or service.
Download: Background Check Form Template
34. Dynamic Pareto chart
Pareto Chart is based on the Pareto principle (also known as the 80/20 rule), which is a well-known concept in project management. Use this template to easily implement it into your spreadsheets.
Download: Dynamic Pareto Chart Template
35. Payment schedule sample form
Use this amazing payment schedule template to accurately follow the rules and regulations related to payment schedules.
Download: Payment Schedule Sample Form Template
36. Simple personal budget
Create a simple financial plan that shows you the amount of money that will be spent on any expenses category in any period of time.
Download: Simple Personal Budget Template
37. To-do list with priorities
Never forget about a task in your new to-do list template. What makes this simple workbook effective is its priority rating column, showing you which tasks need to be done first.
Download: To-do List with Priorities Template
38. General Analysis Charts
Another visually pleasing collection of charts from Template WPS. Use these to break down and analyze various sets of data.
Download: General Analysis Charts Template
39. Automated Emails
Get this free rapid email tool to save you time when sending out a large amount of emails. With this template, you can quickly create emails in Excel to send them to groups of people.
Please follow the included tutorial on the ExcelTemplate website.
Download: Automated Emails Template
40. Sales Performance Report
Get an accurate report of your sales, completed with useful charts to further analyze the performance data of your business or product.
Download: Sales Performance Report Template
41. Conference and Meeting Agenda
Prepare for a conference using this agenda planner. Note down topics, breaks, timestamps, and add notes when needed.
Download: Conference and Meeting Agenda Template
42. Simple Contract
Ensure no details are missed when hiring new personnel or wanting to make a contract with a client. This template includes all the necessary details to create a successful contract agreement.
Download: Simple Contract Template
43. Break-Even Analysis
Use this template to determine whether your business revenue can cover all of your expenses within a particular time period.
Download: Break-Even Analysis Template
44. Credit Memo
A simple yet stylish credit memo that works effectively.
Download: Credit Memo Template
45. Sales Receipt
Write a receipt using this template. Includes fields for taxes, discounts, unit price, subtotal, and more.
Download: Sales Receipt Template
46. Fishbone Diagram
Use this fishbone diagram template to see a project from a different perspective.
Download: Fishbone Diagram Template
47. Employee Training Tracker
Keep track of information and help the coordination between employees, trainers, department heads, and venues during a training period.
Download: Employee Training Tracker Template
48. Critical Path Analysis
Take advantage of this simple yet effective template to analyze possible paths for your projects.
Download: Critical Path Analysis Template
49. Timeline Editing
This stylish timeline template will help you set up goals to reach over a period of time in chronological order.
Download: Timeline Editing Template
50. Report Card
Generate report cards for students or employees using this simple to customize the template.
Download: Report Card Template
51. Sales Funnel Chart
This funnel chart template allows you to take a systematic approach towards selling a product or service.
Download: Sales Funnel Chart Template
Final thoughts
We hope this article was helpful in finding the perfect Excel template you need to tackle your next project. Don’t forget to bookmark this page for any future Excel projects!
If you’re looking for more guides or want to read more tech-related articles, consider subscribing to our newsletter. We regularly publish tutorials, news articles, and guides to help you.
KPI в Excel. Пошаговая технология разработки и расчета KPI в excel. Готовый шаблон — таблица расчета с порядком заполнения. Формулы для расчета показателей KPI и подведения итогов. С возможностью скачать шаблон, excel-таблицу расчета KPI.
Рассматриваемая таблица расчета KPI сотрудников достаточна универсальна. Она применима практически для всех должностей в любом бизнесе. Таблица на практике доказала свою эффективность в сотнях бизнесов России и СНГ
Конечно, нюансов и подводных камней при разработке системы KPI (или КПЭ — ключевых показателей эффективности) более чем достаточно, поэтому руководствуйтесь логикой и главным критерием эффективности KPI — они должны существенно влиять на движение компании к стратегическим целям. KPI (кипиай) — это инструмент реализации стратегии. Сначала нужно определить долгосрочные цели бизнеса, затем разработать стратегию их достижения и только после этого, придать скорость при помощи KPI.
Начнем. Для оформления в excel шаблоне расчета KPI, мы должны располагать разработанной на базе стратегии и целей системой KPI, выбранными показателями для премирования и планами по ним. Имея их, нам нужно оформить расчетный лист KPI, заполнить таблицу, прописать формулы и получить расчет премии KPI сотрудника.
Шаг 1. Фиксируем расчетный период KPI, заполняем шапку
Расчетный период KPI – период на который устанавливаются целевые показатели и выплачивается премия. Мы рассматриваем период в один месяц. Фиксируем это в таблице, а также вносим наименование своей организации, должность, месяц и год расчетного периода.
Шаг 2. Определяем сумму и долю KPI
Определяем структуру заработной платы. В нашем примере устанавливаем оклад в сумме 20 тыс. руб. И премию KPI в сумме 30 тыс. руб. Вносим суммы в таблицу расчета KPI. Доля оклада и премии KPI рассчитываются автоматически. В нашем примере это 40% и 60% соответственно.
Оклад выплачивается за процесс, являясь фиксированной суммой. Премия KPI выплачивается за процесс и является переменной величиной.
Шаг 3. Вносим ключевые показатели для премирования
Выбор показателей для премирования по KPI, один из наиболее сложных этапов при премировании по KPI. Скопированные показатели не работают, зачастую приводя к негативным последствиям. Поэтому, показатели KPI всегда разрабатывайте самостоятельно, конкретно для своего бизнеса и должности. Максимум три показателя. В нашем случае мы установили два расчетных показателя и один в виде спецзадачи. Расчетные показатели рассчитываются в соответствии со шкалой премирования, а спецзадача по принципу: либо выполнена, либо нет.
Шаг 4. Устанавливаем веса для показателей KPI
Вес показателя KPI — это доля данного показателя в общей премии KPI. Он устанавливается в зависимости от значимости, помогая расставить приоритеты, если показателей больше одного. Мы в примере устанавливаем: для первых двух показателей по 40% и для спецзадачи 20% от суммы премии KPI. Вносим в таблицу. Сумма премии в рублях для каждого показателя рассчитывается автоматически. Получаем в рублях: по 12 тыс. рублей для первого и второго показателя и 6 тыс. руб. для третьего показателя.
Шаг 5 Устанавливаем пороговые значения и шкалу выплат
- Для первых двух задач устанавливаем расчетный вариант выплаты премии в зависимости от процента выполнения плана.
Нижний уровень премирования – выполнение плана на 80%. Если выполнение ниже 80% – премия не выплачивается. Далее, выплата производится с понижающим коэффициентом. Каждые 5% выполнения плана коэффициент растет. 100% премии KPI выплачивается за 100% выполнение плана. При перевыполнении, премия выплачивается с повышающим коэффициентом в соответствии с процентом перевыполнения. За 101% выполнения плана коэффициент составляет 1,01; за 102% коэффициент 1,02 и так далее. Верхний уровень премирования устанавливаем с коэффициентом 1,2 при выполнении плана 120% и выше. Фиксируем справочно шкалу премирования в нижней части таблицы. Для расчета премии KPI по первому показателю в ячейке «H12» прописываем формулу «ЕСЛИ»:
=ЕСЛИ(G12<80%;0;ЕСЛИ(G12<85%;D12*0,5;ЕСЛИ(G12<90%;D12*0,6;ЕСЛИ(G12<95%;D12*0,7;ЕСЛИ(G12<100%;D12*0,8;ЕСЛИ(G12<120%;D12*G12/100%;ЕСЛИ(G12>=120%;D12*1,2)))))))
Для второго показателя прописываем аналогичную формулу в ячейке «H13».
- Для третьего показателя — спецзадачи устанавливаем вариант выплаты по принципу: либо выполнил, либо нет.
Выполнил – получил 100% премии. Не выполнил — не получил ничего. Прописываем для ячейки «H14» следующую формулу:
=ЕСЛИ(G14<100%;0;$D$14)
Шаг 6. Вносим в таблицу планы по KPI
В нашем примере мы установили следующие планы: Показатель 1 = 1000 ед; Показатель 2 = 95%; Спецзадача: либо выполнена, либо нет, в план выставляем «1» (при выполнении в Факт внесем «1», а при невыполнении «0»).
Шаг 7. Подводим итоги, рассчитываем премию KPI
По завершении расчетного периода, вносим по каждому показателю KPI полученные результаты в графу «Факт».
В нашем примере это: Показатель 1 = 1100 ед. (выполнение 110%); Показатель 2 = 94% (выполнение плана 98,9%); Спецзадача: не выполнена, вбиваем «0».
По прописанным формулам, получаем расчет премии KPI: Показатель 1 = 13,2 тыс. руб; Показатель 2 = 9,6 тыс. руб; Спецзадача: 0 руб.
Суммируем начисленные премии по показателям и получаем общую премию KPI сотрудника за период в 22,8 тыс. руб. Формула в ячейке «H15»: =СУММ(H12:H14)
Общая сумма зарплаты, оклад плюс премия KPI, составила 42,8 тыс. руб. и зафиксирована в ячейке «H19».
Заключение
Готово! Мы прошли все этапы расчета KPI при помощи Excel таблицы. Прописали формулы, внесли данные и получили расчет премии KPI сотрудника.
ГЛАВНОЕ! Таблица — лишь инструмент оформления и расчета премии KPI за период. Эффект от внедрения лежит в области разработки системы KPI, выбора правильных показателей, выставления корректных планов и соблюдения базовых принципов системы. Скопированные напрямую показатели KPI из примеров в интернете, с похожих бизнесов, из книг и любых других источников — не работают!!! Всегда разрабатывайте систему KPI и показатели в том числе, индивидуально. А excel-таблица, в том числе рассмотренный образец, поможет оформить расчет премии.
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А также пройти авторский онлайн-курс практикум Александра Шведова «Пошаговая разработка KPI» для самостоятельного внедрения KPI в своей организации (первая ступень курса бесплатно). Курс разработан на базе 18 лет работы с KPI, поможет быстро и правильно внедрить KPI, избежать ошибок. В итоге с помощью KPI увеличить прибыль, повысить эффективность и ответственность сотрудников!
Полезные ссылки:
СКАЧАТЬ БЕСПЛАТНО EXCEL ТАБЛИЦУ РАСЧЕТА KPI
ОНЛАЙН-КУРС ПРАКТИКУМ «РАЗРАБОТКА KPI»
