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Reference revision: 910830ee7813150870b889796024e36355b31ecead6a37db9e2c338cf140de60

# Aligning Goals

Cross-functional teams compare departmental targets against broader organizational priorities, map overlaps and friction points, and build a concrete action plan.

**Time:** 90 minutes. Source specifies a 90-minute workshop schedule across six distinct sections
**People:** 6 to 24. Mixed small groups of 3 to 4 people, alternating with whole-room synthesis

## Choose this exercise

**Purpose:** Map points of conflict and overlap between team priorities and agree on 3 to 5 collaborative next steps.
**Use it when:** When cross-departmental teams work toward conflicting deadlines, duplicate effort, or misinterpret overall strategic direction.
**Skip it when:** When organizational leadership has not defined core strategic priorities, or when interpersonal conflict requires mediation before procedural planning.

## Materials and tools

- Flipchart easel or large whiteboard space
- Standard sticky notes (at least 1 pad per table)
- Broad-tipped markers (1 per participant)
- Goal Alignment Map worksheet (1 large sheet per small group of 3 to 4)
- Index cards (1 per participant)
- Pre-written organizational strategic goals on flipchart or display slide

## Before participants arrive

1. Write the organization's overarching strategic goals clearly on a central whiteboard or display slide.
2. Distribute sticky notes, index cards, and markers to all table stations.
3. Place one printed or hand-drawn Goal Alignment Map worksheet at each table.

## Say this to open

Different departments often chase valid targets that run into each other. Over the next 90 minutes, we will name current priorities, identify where they clash or align, and write down clear agreements so we are not pulling in opposing directions. Let's start with your immediate focus.

## How to run it

### 1. State team goals (10 minutes)

Explain the task. Give functional groups of 3 to 4 people 4 minutes to draft their department or team's primary current goal in exactly one sentence. Have one spokesperson from each functional team read their sentence aloud without debate. Record each goal on the main board.

### 2. Identify misalignments (15 minutes)

Distribute sticky notes. Ask each participant to write 1 to 3 specific examples of friction, competing deadlines, or conflicting priorities between teams. Neutral example: 'Engineering needs 4 weeks for testing before release, but Sales promised delivery to a client this Friday.' Participants post their notes on the board. The facilitator clusters similar notes into visible themes with group input.

### 3. Review organizational priorities (20 minutes)

Present the posted organizational priorities. Lead a structured room review: ask 2 or 3 participants to describe how their team's stated goal supports those priorities, then invite 2 or 3 examples of where daily team habits diverge from the broader direction.

### 4. Map alignment in mixed groups (25 minutes)

Divide participants into mixed-function groups of 3 to 4. Direct each group to record their group members and departments represented at the top of the Goal Alignment Map worksheet. Groups take 13 minutes to map priorities, overlaps, and collisions. Spend the remaining 12 minutes on readouts, giving each of the up to 6 tables up to 2 minutes to present one primary friction point.

### 5. Build shared action steps (15 minutes)

Reconvene the full room. Propose solutions to the mapped friction points and draft 3 to 5 concrete action items on the main chart (for example, weekly dependency checks, revised sign-off sequences, or combined metric dashboards). Assign a named owner and deadline to each step.

### 6. Commit to next action (5 minutes)

Give all participants 2 minutes to write one personal operational commitment on their index card that supports cross-team coordination. Invite 3 or 4 volunteers to read theirs aloud to close the session on time. Others keep their card as a personal desk reminder.


## Debrief questions

- Which goal conflict surfaced today that had previously gone unspoken?
- What specific check or meeting can we replace or adjust to keep teams informed going forward?

**Finished output:** A completed Goal Alignment Map with 3 to 5 assigned action items, deadlines, and named owners.

## Remote

Use breakout rooms for the mixed-group mapping. Use a shared digital whiteboard with pre-configured templates for the sticky note clustering and the 3-column Goal Alignment Map. Functional spokespersons paste their one-sentence goal into the main chat during step 1.

## Hybrid

Pair in-person participants with online attendees on a shared digital whiteboard via individual laptops, or dedicate one in-person scribe per mixed table to mirror physical sticky notes directly onto the virtual board so remote participants can read and contribute equally.

## Access and participation choices

- Participants may submit misalignment notes anonymously through an inbox or digital form if interpersonal friction is sensitive.
- Participants write individual commitments on index cards and choose whether to volunteer to read them aloud.

## If the session gets stuck

**Participants defend their functional silo and deflect responsibility for schedule collisions.**

Refocus the prompt on workflow handoffs rather than blame. Ask: 'What piece of information does the other team need sooner to do their job?'

**Action items remain vague resolutions like 'communicate better' or 'sync more often.'**

Reject generalized entries. Require a calendar frequency, a specific agenda topic, and an individual single owner for every action step.


## Terms used here

- Goal Alignment Map: A structured worksheet comparing team goals, shared overlaps, and unresolved workflow friction.

## Participant material: Goal Alignment Map Worksheet

GOAL ALIGNMENT MAP

Group Members:
Departments Represented:

1. TEAM PRIORITIES
List the top 1-2 goals each department in this group is actively working toward this quarter:
- Team A:
- Team B:
- Team C:

2. OVERLAPS & SHARED WINS
Where do these goals support each other? What work can be combined or shared?
- 
- 

3. GAPS & CONFLICTS
Where do deadlines, resource needs, or competing metrics cause friction between these goals?
- Conflict:
  Impact:
- Conflict:
  Impact:

4. PROPOSED RESOLUTION
What concrete operational change would resolve the biggest conflict listed above?
- 

## Sources and adaptation

Observed on WorkshopBank under the title 'Misaligned Goals' (updated December 2025).

Retained the six-stage workshop agenda, time allotments, and core exercises from the WorkshopBank outline. UWT adjusted Step 1 wording to consistently match 3 to 4 person small groups, explicitly directed groups to fill in worksheet header fields in Step 4, clarified a 13-minute work and 12-minute readout split for up to 6 tables, and structured Step 6 card-writing so commitments fit reliably inside 5 minutes without mandatory whole-room sharing.

[WorkshopBank](https://workshopbank.com/tools/misaligned-goals)

Current run sheet: https://unitedwetransform.com/exercises/misaligned-goals-workshopbank/