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      Goals: Getting Started

      Quantum Workplace's Goals are a flexible, yet powerful way to set, collaborate on, measure, and ultimately complete goals. Use this article as a guide for all things Goals.

      Last Updated: December 16, 2024

      In this article:

       

      Overview

      Quantum Workplace's Goals are a flexible, yet powerful way to set, collaborate on, measure, and ultimately complete goals.  

      Goals can be used by an individual to set professional development goals, e.g. attend three workshops this quarter. Goals can also be used at the organization level with multiple aligned goals and key results, e.g. Achieve $150 million in total revenue this year.

      Use this article as a guide for all things Goals.

      Requirements

      Goals 101

      An introduction to important Goal terms and concepts.

      Goals & Key Results

      The difference between a goal and a key result:

      • Goal: The overall objective, typically descriptive
      • Key Result: The goal's smaller, more focused elements that measure whether the overall goal is accomplished

      Goal Types

      A brief description of the available goal types:

      • Development: Goal around learning new skills and competencies
      • Personal: Drive the efforts of an individual or group of individuals
      • Team: Organize and reflect the collaborative effort of a team
      • Organizational: Organize and set the direction of the entire organization

      Goal Members

      A brief description of the goal member categories:

      • Goal Owner: Responsible for the goal's completion - Able to update key results, edit goal details, and has full visibility into the goal; a goal can only have one Goal Owner
      • Goal Contributor(s): Able to update a goal's key results and has full visibility into the goal
      • Goal Follower(s): Has full visibility into the goal, but cannot update key results

      Goal Visibility

      Any user added to a goal as a Goal Contributor or Follower has full visibility into a goal’s progress. Full admins also have visibility into goals. 

      Create a Goal

      Learn how to create impactful measurable goals with step-by-step guides:

      Goal Assistant

      The Goal Assistant simplifies the goal-creation process and helps you quickly launch a robust goal.

      By answering a few prompts during the goal creation process, the Goal Assistant can understand your goal needs and offer contextual, actionable suggestions. Learn more about the Goal Assistant.

      Performance Goals (BETA)

      The Performance Goals Booster is a Performance Reviews feature that allows goals, designated as Performance Goals, to be pulled into a Performance Review for review and discussion. Learn more about Performance Goals.

      Create a Bulk Goal

      As an admin, create goal templates for bulk goals to easily assign an individual goal to multiple employees in your organization. Additionally, goal progress for active bulk goals can be imported to update goal progress for all participants simultaneously. Learn more about bulk goals.

      Use & Manage Goals

      Resources to manage and enhance the goal progression process:

      • Training Deck: A PowerPoint deck for users; download and update the deck according to your organization's permissions, branding, etc.
      • Update Goals & Key Results: Update goals, key results, and view Goal activity
      • Goal Tags & Categories: Use tags and categories to sort, organize, and search for goals
      • Align a Goal: Align a goal to a larger goal to communicate organizational priorities and to communicate to goal members the significance of their contributions
      • Assign a Goal & Key Result: As the Goal Owner, add and assign the entire goal or just a key result to a colleague
      • Manage Goal Members: As the Goal Owner, add or remove users from a goal

      Goals Analytics

      Resources to track usage and understand insights:

      • Goals Analytics: Provides admins and managers with goal usage data for their downline, i.e. the number of goals associated with a user and their current progress for every goal
      • Goals Export: Goal details and progress can be exported as an XLS or PDF file for further analysis

      Best Practices

      Review the following guides to better strategize and develop goals that align with your organization and improve engagement.

      View a full list of Goals-related best practices.