Step 2: Set clear goals for the project

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Once the topic has been aired, the next step is to link expenses to goals.

Why? If you quantify what the client wants to achieve, the budget becomes more precise.

Here's how to adjust project goals to the client's budget:

Write down the end results so that both you and the client invest in what really matters
Highlight and underline the essential elements . This will help you allocate resources accordingly.
Break down objectives into smaller goals to make it easier to track progress and canadian cto cio email list fit each step into your budget.
Remember that goals can be a bit dynamic on some projects. Plan for minor adjustments to goals and their respective budgets.

Goals should be implemented instantly and reviewed regularly. ClickUp’s goal-setting features empower this by tying your goals to specific tasks and key results . As a goal management tool, ClickUp Goals helps a project or business stay focused. It offers real-time insights and a simple interface, making it especially effective for your client’s financial metrics.

ClickUp goals function_customer_budget

Create, visualize, and achieve goals that impact the client's budget with ClickUp Goals

The tool allows your team to add spending targets and clear dependencies on the main goal.