how to set business goals that your company will actually achieve step by step instructions for making an annual planning business goals video

How to Set Business Goals Your Company Will Actually Achieve

Read Time: 5 minutes

It’s as true for setting business goals as it is for achieving anything: start by setting out a clear vision. The fact is, people are 1.4 times as likely to achieve a goal they’ve already visualized. 

Not only that, but clearly defining your company’s new year’s business goals can stop obstacles to your company’s success in their tracks. Some of the most common goal-stoppers for businesses include:

  • Changing strategy
  • Unclear decision-making process
  • Lack of resources
  • Ill-defined goals
  • Miscommunication around priority

That’s the WHY, but we’re here to cover the HOW!

Let’s take a look at a handy template we created to present your company’s annual goals, visually…

Business Goals Video Template In Action

We have to start this section with a classic “before & after” setup. Here’s the unmodified video template, right from Powtoon’s template gallery:

BEFORE (click here to edit this template right now!)

And here is what a fully modified Powtoon template looks like. For this, I invented one of the fastest growing industrial nightlight companies on Earth: Nick’s Nightlights…


These templates are designed by our in-house creative team, and draw on the experiences of over 27 million Powtoon users in almost every professional field to make your message as simple and engaging as it can be. Let’s take a look at the annual goals I put together for my fictional company, and the most essential elements of the video template to customize.

Essential Elements to Customize

You’ll notice I have not changed the structure of this video. The script is solid, and allows me to establish Nick’s Nightlights’ company-wide goals for 2020. But I did change some essential elements in this video:


I included the logo and brand colors for Nick’s Nightlights. I’m using a very simple black & white theme, with the logo made of a tilted nightlight icon, and the name of the company in company font. 

This logo and color scheme continue throughout the video. I also swapped out the template’s backgrounds for video backgrounds that best fit the theme and feel of the topics at hand (more on that in the next section!) 

Even though this isn’t a marketing piece for public consumption, sticking to brand standards internally makes your brand stronger — inside and out — and gives your videos a professional look and feel.

Concise text

Every detail can’t make it into a video, and that’s ok! Your employees wouldn’t remember every detail anyway. The most important thing for a video like this is to provide the most important overview that can tell the story of your company’s success in the year to come. Customizing the text itself is simple and intuitive (again, I cover more below). Just remember to keep it brief. 

Clear CTA 

A call to action, or CTA, is a marketing term, but it applies to any and every piece of communication you share. Never, never, never rely on chance or goodwill for your audience to take action. Tell them exactly what to do. 

As you can see, in this video, I encourage Nick’s Nightlight employees to meet with their manager to make these goals a part of their own annual plan. Now these goals have actionable context for every employee, at every level. That’s how you start to bridge the gap between setting goals and actually achieving them. 

How to Customize Your Business Goals Video

Here’s a quick “step-by-step” to show you everything I did to customize an optimized Powtoon template for my annual goals video. 

Step 1: Choose a template

This is really about saving time and getting inspiration. Sometimes getting started is the hardest part, but these templates have already done most of the work. I browsed around the Company Guidelines category of templates and decided to modify the Annual Planning template:

creating a business goals video starts with choosing a template this image shows the Powtoon video template library

Step 2: Branding

Customize text, colors, & add your logo

Your brand is your company’s identity. Usually, this means defining a specific color palate, fonts, and an icon or logo that represents your brand. In this case, I created a logo for Nick’s Nightlights using Powtoon’s built-in assets. I simply combined the lightbulb icon (rotated slightly) with black text in “Urban” font.

Selecting the elements and using keyboard commands to copy and paste it on additional slides is very easy, and allows you to brand your video with your own watermark. If you already have an image file of your logo, you’re in luck! Simply upload your file, and you’ll always have it in your media library.

hhow to upload an image in the Powtoon platform to upload your logo and customize the branding of your business goals video

Customizing text in Powtoon is super intuitive. Simply select any text box and start typing to modify text. But especially important is to match your brand colors.

Nick’s Nightlights is a minimalist company, and our colors are simply White and Black. You can find those colors pre-loaded in our color menu. But you can also define the color by its hex code, use the color sampler, or color wheel to create the exact right hue. Then save to “My Colors” for easy, one-click access. 

Customize colors easily. shows how to select preset colors, add a hex code, define color on a color palate and save to My Colors for easy one-click access

Step 3: Swap out backgrounds

Change the entire vibe of your video by replacing backgrounds with images, videos, or designs of your choice. 

how to easily swap a static background for a video mp4 background in Powtoon's library to enhance your business goals video

Step 4: Export your finished video

When you’re ready to export, watch one last preview to be sure you’ve got every detail correct. Then jump into the export flow.

You can publish directly to a Powtoon player page. Or, upload your video to your favorite social, content, or marketing platform. Advanced export options are available with a Powtoon premium plan

see the steps of a Powtoon export, from preview to setting your preferences to a finished business goals on its own Powtoon player page

Step 5: Share, distribute, & watch your vision for 2020 become a reality

Creating your video is only half the battle. You’ve got to get your video to your audience. This is an important step, but there is no hard and fast rule. It all depends on where your target audience is, and their preferences for consuming videos. 

For maximum flexibility, opt for an MP4 download, and use that video file on any platform. 

powtoon share options including facebook, twitter, linkedin, email, copy link, and also the download options for republishing your business goals video


You can find more templates just like this one in the Powtoon template gallery. Here are just a couple of suggestions to get your business planning ideas popping…

Company Mission & Vision Video Template

Click here to edit the Company Mission & Vision video template

Annual Forecast Video Template

Click here to edit the Annual Forecast video template

Company Goals Video Template

Click here to edit the Company Goals video template

What’s YOUR Vision for 2020?

So what are you waiting for?! Create your business goals for 2020, and don’t forget to share your vision with me in the comments below. 

Stay awesome!

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Nick Liebman

Nick is Powtoon's Head Creator for Video & Learning. He joined Powtoon as head copywriter in 2016, after his previous blog was voted one of the top 8 CRO blogs on the internet by Digital Marketer. He continues to churn out awesomeness for all Powtoon users via blog posts, tutorials, webinars, videos, and more. Before working in technology full-time, Nick honed his skills in the unlikely world of music and non-profit work. He holds a B.A. in Music from Grinnell College and an M.M. in Music Composition from Butler University, and has performed his and others' music all over the world.
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