People & HR · Template Kit

How to Set Up Your Goal Tracking Sheet with Claude

Built for goal setting in Performance Management

Claude builds the structure, cleans existing data and summarises what changed.

Format
Excel or Word + prompts
Delivery
Instant download after payment, link also sent by email
For
HR Business Partner, and anyone doing this work in a smaller team
Human check
Anonymise employee data before using Claude.

01 · Overview

A template with the Claude prompts to fill it and analyse the results. Claude builds the structure, cleans existing data and summarises what changed. You bring: company strategy, department goals, role description, last year's results, KPI data.

You will be able to

  • Produce your goal tracking sheet with Claude from your own material.
  • Know exactly which inputs Claude needs.
  • Review the result before anyone relies on it.

What is inside

  1. 01Excel or Word template
  2. 02Sample data
  3. 03Claude prompts
  4. 04Setup guide

02 · How buying works

  1. 01ChoosePick a single product or a bundle.
  2. 02Check out securelyPay by card through a secure hosted checkout. Taxes and invoices are handled automatically.
  3. 03Download instantlyYour download link appears right after payment and arrives by email with your receipt.