5 Questions Every Founder Should Ask Before Setting Their Next Business Goal

March 19, 2025

As a small business founder, you’ve probably set plenty of goals. But how many of them actually moved your business forward while keeping you sane in the process?

If you’re like most entrepreneurs we work with at Adroitly & Co., you’ve experienced the frustration of chasing goals that sounded good in theory but led to burnout, distraction, or disappointment in practice.

The problem isn’t that you’re setting goals wrong—it’s that you might be setting the wrong goals entirely.

Before you write down your next revenue target or growth objective, pause and ask yourself these five crucial questions. Your future self (and your team) will thank you.

1. “Does this goal align with both my business vision AND my personal life?”

We’ve all heard the advice to “align your goals with your vision,” but there’s a critical second half that often gets overlooked: your personal life.

The harsh truth: A business goal that advances your company but sacrifices your wellbeing isn’t sustainable—no matter how impressive it looks on paper.

This starts with defining what success actually means to you—not what it means to other founders, your investors, or that business podcast you listen to.

Ask yourself:

  • What does success in my business and life actually look like? Write it down in specific terms.
  • If achieving this goal requires working weekends for the next six months, is it truly worth it?
  • Will this goal create more freedom in my life or less?
  • Five years from now, will I be proud of what I sacrificed to achieve this?

One founder we worked with was focused on doubling revenue until she realized that hitting that target would mean missing her daughter’s soccer games for an entire season. When she redefined success to include being present for family milestones, she adjusted her growth timeline and implemented better systems instead, achieving sustainable growth without the personal sacrifice.

2. “What problem am I actually solving with this goal?”

Behind every great business goal is a specific problem that needs solving. If you can’t clearly articulate what issue you’re addressing, you might be setting a goal just to set one.

Questions to clarify the problem:

  • What specific business pain will disappear if we achieve this goal?
  • Which client complaints or operational issues will this resolve?
  • If we ignore this problem, what negative consequences will we face?

For example, rather than setting a vague goal like “improve customer service,” dig deeper. Are you solving for response time issues? Inconsistent client experiences? Team confusion about processes?

The more precisely you define the problem, the more effective your goal-setting—and ultimately your solution—will be.

3. “What will we need to stop doing to achieve this?”

Every new goal requires resources—time, energy, money, and focus. These resources are finite, which means something’s got to give.

The question isn’t just “What will we do?” but “What will we stop doing?”

One of our clients, a private practice therapist, realized that launching a new therapy group would require reducing her one-on-one client sessions by 20%. By explicitly acknowledging this tradeoff upfront, she made a conscious choice rather than burning out trying to maintain her full client load while creating space for this new offering.

For your next goal, make a “stop doing” list alongside your action plan. This might include:

  • Projects to pause or sunset
  • Meetings to eliminate
  • Clients or markets to deprioritize
  • Tasks to delegate or automate

Remember: saying yes to a new goal means saying no to something else. Make that choice deliberately.

4. “How will we measure progress beyond the end result?”

The destination matters, but the journey determines whether you’ll actually get there.

Too many founders focus exclusively on lagging indicators (like revenue or client numbers) without identifying the leading indicators that predict success.

For your next goal, identify:

  • Weekly metrics you can track to ensure you’re on the right path
  • Process improvements that will indicate movement in the right direction
  • Behavioral changes needed from you and your team

For instance, if your goal is increasing sales by 25%, your leading indicators might include:

  • Number of sales conversations per week
  • Proposal response time
  • Follow-up consistency
  • Sales enablement resources created

These metrics give you something to manage along the way, rather than waiting until the quarter ends to discover whether you’re on track.

5. “What support do I need that I don’t currently have?”

Even the most capable founders need support. Before committing to your next big goal, honestly assess the gaps between your current resources and what you’ll need to succeed.

Ask yourself:

  • What skills or expertise are missing from my team?
  • Which systems need strengthening to support this initiative?
  • What personal support do I need to stay focused and avoid burnout?
  • Who else has achieved something similar who could provide guidance?

This isn’t about finding excuses—it’s about setting yourself up for success by being realistic about your needs.

Maybe you need a coach to help you stay accountable, an operations specialist to build better systems, or simply dedicated time blocked on your calendar to focus on strategic work.

Identifying these needs in advance lets you build them into your plan rather than scrambling to find support when you’re already overwhelmed.

Setting Goals That Actually Work

The most successful small business founders we work with don’t necessarily set more ambitious goals—they set more intentional ones.

By asking these five questions before committing to your next business objective, you’ll create goals that:

  • Align with both your business vision and personal priorities
  • Solve specific, meaningful problems
  • Account for resource limitations by making deliberate tradeoffs
  • Include trackable metrics beyond the end result
  • Factor in the support you’ll need to succeed

The result? Goals you can actually achieve without sacrificing your sanity in the process.


Need help creating a business that works for you instead of the other way around?

At Adroitly & Co., we specialize in helping small business founders streamline operations, build strong teams, and achieve clear goals. Book a 30-minute consultation to see how we can help you reach your next milestone with less chaos and more clarity.