"I put my team's goals into three categories - financial goals, client acquisition goals, and personal growth goals. Financial goals focus on their monetary sales targets for the quarter. Client acquisition goals are the number of new client relationships they bring in. And personal growth goals focus on their professional development. That can include taking a course or reading a new career-related book."

"I typically assign my team monthly and quarterly goals; they are a mix of personal development and professional achievement. For example, I encourage my team to upskill in one area once a quarter for their personal development. Professionally, we set goals for sales and client satisfaction. I include my team in initial discussions about what goals make sense and what goals they would like to see implemented as well.

The goals I set for myself are similar in categories and are typically discussed with my manager to ensure my goals also support her overall team goals. I also include goals relating to my own team, like employee retention, performance management, etc."