How to Create Goals

IN THIS ARTICLE:

  • Creating Goals
  • How Team Goals Work
  • How Organizational Goals Work
    • Updating Goal Progress
    • Closing Goals
    • Goals Explorer: Reporting and Analytics

    Creating Goals inside the Goals app

    You can create a new goal by clicking Goals in the top navigation and then clicking "Create Goal".

    From the goal creation screen, you can control the following settings:

    • Number of Metrics: We offer an easy shortcut for users to toggle between creating a Multi-Metric Goal (i.e. Objective and Key Results) or Single-Metric Goal (i.e. S.M.A.R.T. Goal).
    • Goal Name: Give your goal a name that clearly communicates what you want to achieve. The Goal Name will be the primary identifier for your goal throughout the app, so give it a name that is clear and as concise as possible.
    • Key Results: When defining your Key Results, you'll be asked to describe each Key Result and set a Starting Value and Target Value for each. You can choose to track your Key Results as a number, as a percentage, in dollars, or as a binary Complete/Incomplete.  Note: for OKR purists, if you want to grade your OKRs on a 0 to 1 scale, you'll want to choose Numerical and enter a target value of 1.
    • Goal Type: The default goal type will be a Personal Goal. If you're a manager (i.e. you have direct reports), you can create Team Goals. If you're an Administrator, you can create Organizational Goals.
    • Participants: From the goal create screen, you can edit the Goal Owner and add Contributors.
    • Due Date: The best goals are time-constrained. Users can set a due date from the goal create screen.
    • Goal Privacy: The default Goal Privacy is public. Read on to better understand Goal Privacy.
    • Goal Alignment: Any goal can be "aligned" with any other by creating parent/child relationships between goals.
    • Goal Description: Describe the goal in more detail.

    Goal Types

    • Personal Goal: Personal goals chart the course for an individual or small team.
    • Team Goal (managers & administrators only): Team Goals define objectives at a higher level for groups and teams. See below to better understand how Team Goals work.
    • Organizational Goal (administrators only): Organizational Goals define the key strategic business objectives. See below to better understand how Organzational Goals work.

    How Team Goals Work

    Team goals cast vision for groups and teams. Team goals help employees see how their personal goals align with the goals of their team(s).

    • A few things to note about Team Goals:
      • Team goals have an Owner and explicit Contributors but they appear as Team Goals on the home page for anyone that fits the teams defined for the goal. 
      • Only managers and administrators can create Team Goals.
      • Best Practice is to assign a team leader as the owner of these goals.

    When creating or editing a Team Goal, you'll use employee demographics to define the "teams" that should see the goal.

    To see who fits the teams you've defined, just click the "x People" link. When adding teams:

      • if you select multiple attributes within the same group (like Department:Sales and Department:Technology) then the query includes all employees in Sales OR Technology.
      • if you select multiple attributes across demographics (like Department:Sales + Location:Boston) then the query includes employees in BOTH Sales AND Boston.
      • if you select a mix like Department:Sales + Department:Technology + Location:Boston, you'll include employees who are in Sales OR Technology AND Boston.

    How Organizational Goals Work

    Organizational goals outline the organization's key strategic business goals. Organizational Goals help employees see how their personal goals align with the goals of the organization.

    • A few things to note about Organizational Goals:
      • Organizational goals have an Owner and explicit Contributors but Organizational Goals appear on the home page for all users
      • Only administrators can create Organizational Goals.
      • Best Practice is to assign ownership of Organizational Goals to the CEO or leadership team member accountable for the area addressed by the goal.

    Goal Privacy

    • Public: (default) Public Goals are visible to everyone. Progress updates posted to the Home Newsfeed will be visible to everyone.
    • Restricted: Restricted Goals are only accessible to goal participants, their upline managers and administrators. Progress updates posted to the Home Newsfeed will only be visible to those with access.

    Goal participants and permissions

    • Owner: The primary person accountable for achieving the goal. When creating goals, the owner defaults to the person creating the goal.
      • Can edit the goal and goal settings (name, type, privacy, due date, alignment)
      • Can add, edit and remove key results
      • Can add or remove contributors and followers and edit the goal owner
      • Can update goal progress
      • Can post a text-only update on the goal feed
      • Can close the goal (and re-open it)
      • Can delete the goal
    • Contributors: Many goals rely on multiple people to achieve success. Goal contributors cannot edit the goal itself but they can update progress of the goal.
      • Cannot edit the goal and goal settings (name, type, privacy, due date, alignment)
      • Can add, edit and remove key results
      • Can add or remove contributors and followers and edit the goal owner
      • Can update goal progress
      • Can post a text-only update on the goal feed
      • Can close the goal (and re-open it)
      • Can delete the goal
    • Observers: For people who want to keep up with a goal, but aren't necessarily contributing to its achievement.
      • Cannot edit the goal and goal settings (name, type, privacy, due date, alignment)
      • Cannot add, edit and remove key results
      • Can add or remove contributors and followers and edit the goal owner
      • Cannot update goal progress
      • Can post a text-only update on the goal feed
      • Can close the goal (and re-open it)
      • Cannot delete the goal

    Note: Administrators have similar permissions as a Goal Owner, even when they are not a goal participant.

    Goal Alignment:

    One of the drivers of employee engagement is knowing that the work you do matters. Part of that equation is seeing how your goals fit into the bigger picture. Organization and Team goals help do this. But beyond Team and Organization goals, any goal can be "aligned" with any other by creating parent/child relationships between goals.  You can define a goal's "parent" when creating the goal or on the goal page by clicking "Edit" next to "Aligned Goals".

    Once parent/child relationships are established, all aligned goals are listed on the goal page.

    Updating Goal Progress

    1. On the home page, click "Post an Update" and select a goal.  (Or go to the goal page and click "Post an Update")
    2. Edit the current progress of your key result(s). You can (but don't have to) add color commentary about the update in the text box.
    3. Check or uncheck the "Show in Home Newsfeed" toggle to control whether you want to broadcast this post to the Home Newsfeed (note: posts on Restricted goals will only appear to peopl have visibility to your goal). 
    4. Click "Post" submit your progress update!

    What happens after I update goal progress?

    • Your goal update will be shared with your coworkers on the goal page and in the Home Newsfeed (if you checked the "Show in Home Newsfeed" toggle).  Others can like your update or add comments.
    • Current progress will be reflected on the goal page:
      • If your goal has multiple key results, your overall "Goal Progress" will be reflected in a "Goal Progress" progress bar. Goal Progress reflects the average progress across all of the goal's key results.
      • If your goal has one key result (i.e. if it's a SMART Goal), current progress will be reflected for a single key result.
      • The Tracking chart will update to reflect your update and show your progress-over-time.

    Can I edit or delete my Goal Updates?

    Currently, only your most recent goal update can be deleted.  Click the dropdown on your post and click Delete.

    Note: you can also revise progress downward if you need to!

    How often should I update goal progress?

    We recommend you develop a habit of updating your goals weekly. This ensures you won't forget about your smaller wins, but also isn't so frequent it gets in the way of your goal progress.

    But if you've had a big win toward one of your goals that you think others would benefit from seeing, why wait?!

    Closing Goals

    Closing a goal indicates that you are no longer actively working on that goal.

    How to Close a Goal:

    Go to the Goal Page and click "Close Goal" in the upper-right corner of the goal page.

    What happens after I close a goal?

    • The goal gets locked (no further updates or edits can be made without first re-opening the goal)
    • The goal gets archived in the following ways:
      • removed from all participants' "My Goals" section of the the home page
      • marked as "Closed" in the Goal Explorer

    What's the difference between closing and deleting a goal?

    Closing a goal archives it, whereas deleting the goal destroys it. Whether you achieve the goal or not, it's nearly always better to close a goal rather than delete it. 

    When you delete a goal, you're unable to see the goal history including any lessons-learned from the experience.

    Goals Reporting and Analytics

    The Goal Explorer is a place to visualize goals and goal-progress across your organization.

    • Individual Contributors can get a sense for how their goals fit into the bigger picture.
    • Team leads and managers can monitor how their team is progressing against their goals.
    • Organization leaders can get insight into where things are going right... and where there may be trouble.

    Just click Goals in the top navigation and use the filters to find and display the goals you're interested in.