Understand Your Company's Goals:

Before setting your project goals, you need to understand what your company is aiming to achieve. Does the company want to increase efficiency, reduce costs, or improve customer satisfaction? Your project's goals should support these larger objectives.

Set SMART Goals

Your goals should be SMART: Specific, Measurable, Achievable, Relevant, and Time-bound. This means your goals should be clear and specific, you should be able to measure your progress, the goals should be realistic, they should matter to your company, and you should have a deadline.

Choose the Right KPIs

Key Performance Indicators (KPIs) are metrics that will help you track your progress towards your goals. Choose KPIs that directly reflect the success of your automation project. For example, if your goal is to reduce processing time, a good KPI would be the average time it takes to process an order before and after automation.

Involve Your Team

Goal setting shouldn't be done in isolation. Involve your team and other stakeholders in this process. They can provide valuable insights and help ensure that everyone understands and is committed to these goals.

Be Ready to Adapt

Things might not always go as planned. Be prepared to review and adjust your goals if necessary. It's important to be flexible and adapt to new information or changes in the company's direction.

In conclusion

Setting clear, well-aligned goals is crucial for the success of your automation project. It helps everyone understand what you're aiming to achieve and provides a clear measure of success. As you move forward, these goals will guide your decisions and help you stay on track.

Join me next week as we dive into the second step of the Automation Project Playbook: "Sketching." We'll look at how to map out your processes and plan your project effectively. Stay tuned, and let's set the stage for a successful automation journey!

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