A simple form for recording company objectives where you can track the resources required, how success will be measured and evaluated, responsibility and target dates. 

Effective Form Templates

This form template is supplied in fully editable MS Word format and can be easily customised and edited. The document uses pre-defined style formatting throughout, with all text in Calibri font for improved readability.
The following document labelling is included in the footer:

• Form number and title
• Information-classification
• Version
• Page number / total pages

alphaZ documents - beautifully designed, tried and tested form templates. No junk, jargon or unnecessary fields. Simple and usable form templates developed over 25 years through practical use in the real world.

Further Reading

Further guidance on setting and planning objectives:

• ISO 9001 Clause 6.2 - Quality Objectives
• ISO 9001 Clause 9.3 - Management Review
• Plan-Do-Check-Act (PDCA)

Logo Update Service

Download this form template with your company name and logo already added!
Document Preparation is included with the alphaZ subscription.

How to Download

This file is included in the alphaZ subscription. This form is also included in the ISO 9001 Toolkit and every alphaZ ISO toolkit that covers your management system, so the toolkit route gives you this file plus everything else you need in one download.

Need Help Implementing?

If you'd like hands-on help setting and planning your objectives, or your wider management system, our remote support services provide direct expert input from our team, by the day, by project, or on an ongoing basis.

Company Objectives Template

A company objectives form for setting out your objectives in a way that can actually be delivered and measured - the objective itself, the actions and resources needed, how success will be measured, who is responsible and the target date. It turns intentions into a plan you can track.

ISO 9001 requires objectives to be established and planned, including what will be done, the resources needed, who is responsible, when it will be completed and how the results will be evaluated (clause 6.2). This form gives you that structure in a single, reusable table.

Built for ISO 9001 Objectives

The form captures exactly what clause 6.2 asks an objective to include:

• The objective itself, stated clearly
• The actions and additional resources required to achieve it
• How success will be measured and evaluated
• Who is responsible, and the target date

What's Included in this Company Objectives Form

The form is a single planning table:

• Objective - what you are aiming to achieve
• Actions / resources - what will be done and what is needed
• Measurement - how success is measured and evaluated
• Responsibility and target date - who owns it and when it is due

Who Needs a Company Objectives Form?

Any organisation running a management system needs documented, measurable objectives. It suits any business setting quality, environmental, health and safety or information security objectives, and supports the planning requirements of ISO 9001 and every ISO management system.

Included in Every alphaZ ISO Toolkit

This form is part of the ISO 9001 Toolkit and, because objectives are a requirement of every standard, is included in every alphaZ ISO toolkit. (excluding ISO 22458) 

Pairs with the Management Review

Objectives are set and reviewed at management review, so this form pairs with the F-Q3 Management Review, where progress against them is judged.