TEAM GOALS SETTING WORKSHEET
Captain ______________________________________________________
Team Name ___________________________________________________
Goals:
Walkers/Riders: ______________________
Fundraising: $______________________
Strategic Plan
 1. Appoint co-team captains to help recruit members/fundraise/etc.
Due Date
_
Suggested people to ask:
____________________________________
____________________________________
____________________________________
____________________________________
2. Announce involvement in company newsletter or on intranet (sample available on website)
Due Date ________________
3. Recruitment activities
Activity
 ____________________
 ____________________
 ____________________
Date
Goal
_________
_________
_________
_______________
_______________
_______________
4. Fundraising activities
Activity
 ___________________
 ___________________
 ____________________
Date
Goal
_________
_________
_________
_______________
_______________
_______________
5. Personal Goal for Team Members
Each team member will raise an average of $ _________.
 6. Memo to all team members announcing team goals and activities
Date Due __________________________
(sample available on website)
 7. Send thank you to all team members
Due Date ____________
TEAM GOALS WORKSHEET
a. How much did your team raise last year?
a.
$
b. How many team members did you have last year?
b.
c. Last year’s average = a/b
c.
$
d. I will grow my team by ____%.
d.
%
e. My team fundraising will increase by ____%.
e.
%
f. My team’s per person average will increase by ____%.
g. ___% of my team will reach Peak Feet Club by raising at least $500 or
Premium Pedaler Club by raising $1,000 - $1,999.
f.
%
g.
%
Determine which method you will use to define your goals:
Method 1: Set a percentage growth target
Method 2: Set a firm numeric target
h. I will have people on my team this year.
h.
i. My team will raise $____
i.
$
j. Each member of my team will raise $____
k. ____ people on my team will reach Peak Feet Club by raising at least $500
or Premium Pedaler Club by raising $1,000 - $1,999.
j.
$
k.
Method 3: Mix and match methods 1 and 2
Summarize for next year:
I. This year, my team will have members.
Fill with (b*d) or (h)
m. This year, my team will raise $ _____
Fill with (a*e) or (i)
n. This year, my team’s per person fundraising average will be $ ____
Fill with (c*f) or (j)
o. This year, ____ members of my team will reach Peak Feet Club ($500) or
Premium Pedaler Club ($1,000-$1,999).
Fill with (g’/) or (k).
l.
m.
$
n.
$
o.
Contact the National MS Society 504 322 3790 for help setting goals for your team. We can
also help with fundraising ideas and events.