Create meaningful personal and professional goals step-by-step within Quantum Workplace.
In this article:
- Overview
- Access & Create Goals
- Name & Type
- Key Results
- Goal Dates
- Users
- Review
- Resuming a Goal Draft
Overview
Create meaningful personal and professional goals step-by-step within Quantum Workplace.
A few things to keep in mind as you create goals:
- Drafts are saved as you add to your goal and navigate through each of the steps.
- If you leave the goal-setup process at any point, your goal will be saved as a draft to resume later
This article will guide you step-by-step through the goal-creation process.
Learn more about best practices around goals.
Access & Create Goals
To create a goal:
- Click Goals in the left-hand navigation menu
- Click Create a New Goal in the top-right to begin the goal-creation process
As you create goals, use the highlighted articles for best practices around goals.
Name & Type
On the first Name & Type page, you will complete the basic and required fields:
- A. Goal Name: What do you want to achieve?
- B. Goal Type: Select the goal type:
- Development: a goal for growth in a skill or competency
- Personal: a goal driving the efforts of an individual or group of individuals
- Team: a goal reflecting the collaborative effort of an entire team
- Organizational: a goal driving the direction of an entire organization
- C. Privacy: Who can view your goal
- Once launched, privacy settings can not be changed for Organizational goals
- D. Under More Options, you will find additional ways to enhance your goal
Click Next to continue.
Remember: The goal creator's auto-save feature saves your progress as you create your goals.
Key Results
Next is setting up your Key Results for the goal. What are you measuring? How will you know you’ve been successful?
Enter your goal in the Key Results text field. Then enter your Start and Target values, as well as the unit of measurement:
- Percentage
- Numerical
- Dollars
- Complete/Incomplete
See the Tracking field to preview and confirm your goal.
Some other helpful features include:
- A. Delete Goal
- B. Add a Key Result Assignee
- Key Result Assignees are added as Goal Contributors
- C. Duplicate Key Result
- D. Delete Key Result
- E. Add a Key Result
Click Next to continue.
Note: If your goal involves decreasing a value, enter a larger Start value than the Target value and the goal preview will begin with Decrease instead of increase.
Goal Dates
On the Goal Dates page, decide on the dates for your goal.
Click the date range to adjust the start and end dates for your goal.
You'll see a few pre-set date ranges, oriented around three-month quarters or an entire year. For personalized date ranges, click Custom Range and type or click your desired dates in the calendar picker.
Click Next to continue.
Users
On the Users page, determine if anyone else should be included in the goal, either as the owner or as one of multiple contributors.
There can only be one owner per goal. Contributors, however, can be included to update the progress of the goal.
Once your goal is created, you have the option to add Followers to your goal.
Followers get visibility to goals without implying accountability. Followers will see posts for the goal in their news feed but won't have this goal displayed in their performance snapshot.
Click Next to continue.
Note: Managers and admins only receive notifications if they are assigned to the goal as an Owner, Contributor, or Follower.
Review
The final Review screen is a quick review of the decisions you made before your goal goes live. You can take a few actions from this screen:
- A. Delete the goal by clicking the Trashcan icon in the top-right
- B. Click Create in Draft Mode if everything is right but you’re not quite ready to publish the goal
- This will exit you from the goal creator and take you to the Goal Details page where you can make changes and eventually publish your goal
- C. Click Create Goal to publish your goal and go live
Resuming a Goal Draft
As you create your goal, your progress is saved and can be resumed at any time.
To resume an unpublished goal:
- Click Goals in the left-hand navigation menu
- Find the unpublished goal, identified with the Draft tag, and click the corresponding Continue
Note: You can have multiple drafts in progress at any given time.
