Goals tips and trix

Goals

When creating goals on a group level, go to group goals and click on “+add goal”.

This is to set an overall goal for a specific group or on a company level.

The person that is the set manager for that group will automatically be the “Goal Owner”.

Name the goal (it should be straight forward and easy to understand)

Choose how you want the goal to be tracked.

KPI’s with a specific number to achieve, for example “Sell for 100.000 SEK”, we recommend measuring this in “Percentage” as this is easy to calculate and visualize.

KPI’s with a value to achieve, for example “12 new customers”, we recommend measuring this in “Value to achieve”.

Goals that are harder to put into numbers, for example “Set team strategy”, we recommend measuring in “Status”, to visualize if the work to achieve the goal is on track or not.

Describe the goal and what it takes to call this goal a success. Be specific, but do not write down sub-goals that are needed to achieve this goal.

(This is done either on specific people that link their individual goal to the group goal, or these could be added as success factors)

Set a start and due date, as well as what type of goal it is.

NOTE: Only choose “Clone goal” if every person in that group should get a COPY of this goal as an individual goal as well. (This is not used very often as group goals tend to be on a much larger scale than a specific individual goal)

Success Factors are basically sub goals. What needs to be done to achieve the overall goal. Make sure these are easy to understand and straight to the point.

If overall goal is “Sell for 100.000 SEK” and due date is at the end of Q2, a success factor could be, “Achieve sales for 50.000 SEK” with a due date at the end of Q1.

NOTE: These will not be connected to an individual.

It works just the same for individual goals, with the exception if you want a goal to be “standard” – which is visible for the managers, and “private” – which is seldom used as it is only for the individual themselves to follow up on.

You can also add a “Parent goal”, which is how you link group level or individual goals to an overall goal. By doing this you get an easy visual if the goal is on track or not.

As pictured below.

Below is a picture of how it will look on the user page.

The individual will see their own goals and then the group goals.

The little link to the right of the goal is how you see if this is a part of a group or overall goal.

NOTE: It is possible for individual goals to also set success factors. These could be sub-goals or maybe a success factor could also be for example “Sales training with Head of sales” and if you tick that off you are one step closer to achieving your goal of “Sales of 50.000 SEK”.

Remember goals need to be SMART:

Specific, Measurable, Achievable, Relevant, and Time-Bound.