Create a Goal

Important: it is highly recommended to create Goals in the Drafting Module.

Difference between Organizational and Team Goals

Organizational Goals describe the top-level strategy goals in your organization and are commonly drafted by the top-leadership team.

Team Goals are usually drafted by the respective teams themselves. They cover priorities that tie in with the organizational strategy as well as the teams' individual focus topics.

How to create an Organizational Goal

ℹ️ All users expect Viewers can add an Organizational Goal, but usually this is only done by the leadership team.

1. Go to the Organization Page via the navigation
2. Click on Add Goal

3. In Workpath, there are two ways to add a Goal:

   • Adding a Goal from the database
   • Creating a new Goal manually
4. To create a Goal manually, enter a title 
5. Make sure that the Level is set to Organization
6. Optionally, further add to the Goal with
   • Description to provide more context for others
   • Goal Labels to indicating a certain type of Goal or have the possibility to filter Goals later
7. Check the start and end date adjust them if needed
8. Choose a progress and confidence level calculation
9. Click Save

💡 Goals are marked as draft by default. If you want to activate your Goal right away, you can uncheck the draft box before saving the Goal. If you want to activate the Goal later, you can learn here how to do that.

How to create a Team Goal

ℹ️ Only Admins, Program Lead, Coach, Team Lead and Team Members can add Team Goals.

1. Go to either the For Me Page or the Team Page via the navigation
2. Click on Add Goal

3. In Workpath, there are two ways to add a Goal:

   • Adding a Goal from the database
   • Creating a new Goal manually
4. To create a Goal manually, enter a title 
5. Make sure that the Level is set to Team
6. Optionally, further add to the Goal with
   • Description to provide more context for others
   • Goal Labels to indicating a certain type of Goal or have the possibility to filter Goals later
7. Check the start and end date adjust them if needed
8. Choose a progress and confidence level calculation
9. Click Save

💡 Goals are marked as draft by default. If you want to activate your Goal right away, you can uncheck the draft box before saving the Goal. If you want to activate the Goal later, you can learn here how to do that.

Private Goals

You can also create Private Goals by checking the Private Goal box. This way only the collaborators can see the Goal as well as its progress and status. You can change the visibility from Public to Private in advance options in the Drafting Module.

Adding Key Results and Initiative

Once the Goal is drafted, don't forget to complete your OKR. Learn how to add Key Results here and how to manage Initiatives here.

FAQs:

• What happens if a Team Goal does not align with an Organizational Goal?

  • If a Team Goal does not align with an Organizational Goal, it may lead to misalignment within the organization, potentially affecting overall strategy execution. Teams should ensure their goals contribute to the broader organizational objectives. Regular reviews and alignment meetings can help address and correct any discrepancies.

• Can an Organizational Goal be linked to multiple Team Goals?

  • Yes, an Organizational Goal can be linked to multiple Team Goals. This allows different teams to contribute to the achievement of a larger organizational objective, ensuring coordinated efforts across the organization.

• Can I delete a Goal once it has been created?

  • Yes, goals can be deleted if they are no longer relevant or necessary. However, it’s important to ensure that deleting a goal does not negatively impact other related goals or initiatives. If deletion is necessary, ensure that stakeholders are informed, and any dependencies are addressed.