To create, edit, and delete Goals, open the Drafting Module as explained here.
Create Goals
Option 1: Create Goals with the Goal Assistant
Here's a short video showing this option. Below you find a step-by-step explanation.
Step 1: Open the Goal Assistant by clicking on Goal Assistant. If there are more than one Goals already drafted, click on + Add Goal at the bottom of the page before.
Step 2: Together with your team members, discuss and summarize the topic you'd like to create a Goal about. This helps to bring everyone on the same page and will be useful drafting input for the next steps.
Step 3: As a team, define the three Key Building Blocks for your Goal.
- Customer: Describe as precise and specific as possible who benefits from this Goal. The customer can be external (e.g. users), or internal, e.g. another unit or your own team.
- Value: Describe the value you’ll provide for the customer. Try to formulate the value not as initiative or a certain solution, but rather as the resulting value for the customer.
- Future State: Describe how the future would ideally look like for your customer. What’s the (business) impact your customers will have experienced by the end of the cycle?
Step 4: Below the fields you just filled out, you find a first draft of your Goal based on your three Key Building Blocks. Click on Continue to Drafting to use this draft and close the Goal Assistant.
Hint: The Goal Assistant is only available for new Goals, i.e. not available already drafted Goals. That means that once the Goal Assistant is closed, it can't be reopened for the same Goal.
Option 2: Create Goals without the Goal Assistant
Step 1: Click on the top left card.
Step 2: Enter the title of your Goal.
Step 3: Mark the three Key Building Blocks within the title of your Goal. This helps to discuss and align within your team on who benefits from the Goal (Customer), how (Value), and the result of it (Future State). If your Goal doesn't yet include these key information, discuss about specifying them to align within your team, and easier align and communicate your Goals to other teams.
- Customer: Describe as precise and specific as possible who benefits from this Goal. The customer can be external (e.g. users), or internal, e.g. another unit or your own team.
- Value: Describe the value you’ll provide for the customer. Try to formulate the value not as initiative or a certain solution, but rather as the resulting value for the customer.
- Future State: Describe how the future would ideally look like for your customer. What’s the (business) impact your customers will have experienced by the end of the cycle?
Edit Goals
Step 1: Hover over the Goal title and click on the side panel icon next to the owner.
Step 2: In the side panel you can add and edit the following information for Goals:
- Description: will be shown in the Goal room, useful for providing further context, links, etc.
- Owner: define who'll coordinate roles, responsibilities, and dependencies. Goal Owners are responsible for driving forward progress on the Goal and for making sure that Key Results and Initiatives are updated regularly.
- Labels: add Goal Labels to categorize Goals relating to strategic programs or other categories set by your organization’s administrators. Helpful to filter later on e.g. in the Goal Explorer or the Analytics Reports. Learn more
- Start and End Date: define the exact dates for your Goal. Helpful to e.g. create mid- to long-term Goals ("Moals") that are longer than the current cycle. By default, cycle start and end dates are set.
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Goal Progress: defines how the progress and confidence level of the Goal are calculated from
- From Key Results: calculated as average of all Key Results
- From Supporting Goals: calculated as the average progress / confidence level of all supporting Goals, to equal parts. Can only be selected if the Goal does not have Key Results.
- From Key Results and Supporting Goals: calculated as the average of all Key Results and all supporting Goals, to equal parts.
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Visibility: defines who - beyond the Goal's stakeholders - can search and view the Goal
- Public: everyone in your organization
- Private: only users that have access to the Goal, or are team members of a team that has access
Step 3: Close the side panel by clicking on the x icon in the top right corner. Then continue with creating Key Results as explained here.
Delete Goals
Hover over the Goal title, click the icon with three dots, and click on Delete Goal.
To make sure Goals aren't deleted by accident, you'll be asked to confirm the deletion in a pop-up afterwards.
FAQs & Troubleshooting
How do I create or change tags for Customer, Value, and Future State?
Once you have defined the title of your Goal, select those parts of the title that mention either Customer, Value, or Future State. Next, a dropdown appears in which you can select what tag it is.
Can (accidentally) deleted Goals be restored?
Yes, they can but it'll require Workpath's Customer Support to be involved. Please reach out to us at support@workpath.com.
Are drafted Goals saved automatically?
Yes, all changes you make on your drafts are automatically saved every few seconds.
What are Customer, Value, Future State and why are they important when drafting Goals?
Those are what is call Key Building Blocks of a good Goal because having a conversation about who the customer, what the specific value, and what the aspired future state will be, helps you to...
- ... be well aligned within your team,
- ... plan realistically and manage expectations of stakeholders outside the team,
- ... communicate and align better with other teams that you may depend on.
For more content, ideas and questions to define Customer, Value, and Future State, please find dedicated articles