Goal Setting Consulting
Turn Goals Into a Strategy Execution Engine — Not a Paperwork Exercise.
Mission-driven organizations face a specific goal-setting challenge: shifting funding, evolving priorities, lean teams, and a pace of change that makes January goals feel obsolete by April. Most goal-setting systems are designed for environments that don't look anything like nonprofits or schools — which is why so many organizations go through the motions of goal-setting without getting the clarity, accountability, or mission traction they need. Our Goal Setting service helps you build something better: a living goal practice that actually guides day-to-day work, supports honest performance conversations, and gives leaders clear line of sight between organizational priorities and individual contribution.
We work with you to clarify what success looks like at the organizational and team level, then translate those priorities into clear, measurable goals for staff that are ambitious but achievable. We also help you build a lightweight rhythm of conversations and data touchpoints so goals stay visible, adaptable, and connected to real work throughout the year — not discovered again in December. We layer in manager training, practical templates, and coaching so leaders know how to run effective goal-setting conversations and adjust when circumstances change — without creating bureaucratic overhead a lean team can't sustain.
The result is a goal-setting system that reduces surprises, increases clarity and motivation, and helps your organization use goals as a lever for strategy execution and staff development rather than a compliance requirement.
Who We Partner With on Goal Setting
- Executive Directors/CEOs, Chiefs of Staff, and HR/People & Culture leaders who want a consistent, equity-centered approach to goals across teams — and a system that actually gets used.
- People managers at all levels who need concrete language and structures for setting expectations, tracking progress, and supporting staff growth in an ongoing way.
- Leadership teams that need a clearer line of sight between organizational priorities and individual goals, and want to use goals as a lever for strategy execution.
Our Process for Goal Setting
1
DISCOVERY & DESIGN
We learn how goals are currently used (or not used), review your strategy and performance expectations, and design a tailored goal-setting approach that aligns with your culture and capacity.
2
MANAGER TRAINING & TOOLS
We provide practical training and templates that show managers how to set clear, meaningful goals with staff and how to structure ongoing check-ins and progress conversations across the year.
3
IMPLEMENTATION & SUPPORT
We coach leaders and managers through an initial goal-setting cycle, supporting them as they hold alignment conversations, document goals, and build a manageable rhythm for revisiting them.
Omar Carrera
CEO
Danielle Pointdujour
Human Resources Officer, Urgent Action Fund
Willa Marth
Chief Diversity and Inclusion Officer, Planned Parenthood of Southern New England
While Planned Parenthood of Southern New England (PPSNE) has worked to increase racial equity internally and externally, the racial reckoning of 2020 illuminated the need to ask ourselves what more we can do. With Edgility's methodology, we had clear data points and recommendations to create a plan internally to address any wage gaps and further our commitment to racial equity.
Sonia Dominguez
Chief Operating Officer, AVANCE
Erica Kashiri
Chief Operating Officer, Third Plateau
Deena Mangrum
Director of Talent Strategy, Para Los Niños
Catrina Bryant
Deputy Director, Arnold and Mabel Beckman Foundation
J.J. Lewis
Superintendent & CEO, Compass Charter Schools
Illy Askia
President & CEO, East Lake Foundation
Alicia Spurlark
Director of Operations
Empowering Organizations Through Holistic Talent Management
Organizations that invest in comprehensive talent management experience lower turnover, higher employee engagement, stronger teams, and improved overall performance. Effective talent strategies are essential for organizations aiming to achieve meaningful impact and advance their mission. Here's where we stand.
97%
CLIENT SATISFACTION RATE
Our clients appreciate our team's dedication to delivering exceptional service and exceeding their expectations every step of the way.
93
NET PROMOTER SCORE
We outperform the industry average net promoter score of 48 by more than 65%—demonstrating our commitment to customer happiness.
100%
WOULD WORK WITH EDGILITY AGAIN
And many of them do! Over three-quarters of our clients have worked with us more than once or came from a client's recommendation.

