Objective title
A concise goal statement that describes the intended outcome, expressed in plain language so non-specialists understand the aim.
A formal objectives document clarifies who’s accountable, reduces misunderstandings, and creates an auditable record of commitments. For regulated entities it also supports compliance reviews and internal controls under applicable statutes such as ESIGN (15 U.S.C. ch. 96) and UETA (1999) when records are exchanged electronically.
Clear role definitions in the document reduce approval friction and simplify performance reviews.
A concise goal statement that describes the intended outcome, expressed in plain language so non-specialists understand the aim.
Quantifiable metrics or milestones that make the objective measurable, including target values, units, and completion criteria.
The individual or role accountable for delivery, with contact details and delegated authorities if approvals are required.
Start and end dates plus interim milestones that indicate when progress checkpoints and reviews occur.
Allocated budget, staffing, and tools required to meet the objective, plus any external dependencies or vendors.
Known obstacles and planned mitigation steps, with criteria for escalation to senior leadership or risk committees.
| Field | Configuration |
|---|---|
| Approval order | Sequential or parallel signer routing |
| Authentication | Email + optional SMS code or stronger method |
| Notifications | Automatic reminders and escalation rules |
| Audit trail | Capture IP, timestamp, and signer identity |
Choose an eSignature solution that supports audit trails, conditional fields, and appropriate authentication for your risk profile.
Set an internal deadline for the first complete draft.
Allow a defined review period (e.g., two weeks).
Specify the date by which authorized signers must approve.
The date the approved objectives are distributed to teams.
Schedule quarterly or annual reassessments as appropriate.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes | Yes | No | No |
Brian Fitzgibbons described streamlined adoption by staff
Tim Martin used mobile approvals to close internal approvals remotely