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White Paper: Tasks are not Goals

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Distinguishing between tasks and goals, and learning about their different controls and outcomes is critical to sustainable business growth. This white paper details a weekly system, including trackers for both types of work, procedures for goal management, and a comprehensive guide for implementation.

Work comes in two kinds. A task is fully in your control: ship the integration, build the pricing sheet, prepare the data room. A goal depends on the world as well: a hospital signing a pilot, an investor closing a round, a clinician choosing to log in. Most tools put both in one list with one set of statuses. So when a quarter is missed, nobody can tell whether the plan failed or was never run.

This report sets out, in full, the system A|P runs on every week and sets up for its clients: the idea behind it, the two trackers and their vocabularies, the arithmetic, the links between them and the weekly review. It is written so a leadership team can build it, either in its own product or by configuring a tool it already pays for.


What’s in the report

  1. Control. Why work divides into tasks and goals by who controls the outcome, not by size or importance.
  2. Verdicts. The five ways a goal can close, and what each one tells you to do next.
  3. The goals tracker. A baseline, a target and a weight for every goal, and the two calculations that show where it stands and where it will land.
  4. Confidence. Tracking where a live goal is heading, not how much of it is “done”.
  5. The tasks tracker. Nine statuses that make an owner say why something isn’t moving, and two dates: one that never moves and one that can.
  6. Procedures. Why goals are moved by repeatable work, and how tasks show you which procedures to write.
  7. Build it. The full data model on one page, six capabilities a tool must have, a build order, a roll-out plan and two suggested page templates.

It closes with a twelve-point audit you can run against the tool your team uses today.

Interested in similar results for your healthcare practice? Fill out the form and let’s discuss!

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