Creating & Managing Goals & Milestones

Contents

Create/Edit A Goal

To create a goal, go to:

Goals → Create Goal 

Once you're on the goal creation page, you'll need to enter (at minimum):

  • The goal name
  • Start and due dates

You can select a preset based on your organization's business calendar. Or select a start and due date that are outside of the presets:

create_a_goal.png

Notes:

  • Some organizations also require that users select a category for their goals.
  • By default, you will be assigned as the goal owner, but can change this by selecting another user from the drop-down menu. 
  • If you choose to add a description to your goal, the limit is 511 characters. 

To edit a goal, simply search in the available tabs (i.e. My Goals, My Peers, Top Company Goals, etc.) or use filters. Once you've located the goal:

  • Click "..." (Additional Actions)
  • Select "Quick Edit" or "Bulk Edit" from the drop-down menu 
    • "Quick Edit" will open a panel on the right-side of the page
    • "Bulk Edit" will take you to the goal creation page
    • Make changes
    • Click "Save"

edit_a_goal.png

Create/Edit A Milestone

To create a milestone, you can enter one during the creation of your goal (on the goal creation page):

add_milestone_-_goal_creation.png

Or add one on the goals list page:

 

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Notes:

  • Some organizations also require that users select a category for their milestones.
  • By default, you will be assigned as the milestone owner, but can change this by selecting another user from the drop-down menu. A milestone can have a different owner than the associated goal.

To edit a milestone, navigate to it and:

  • Click "..." (Additional Actions)
  • Select "Quick Edit" from the drop-down menu
  • Make changes
  • Click "Save"

edit_milestone.png

Goal Permissions & Privacy

Note: Super Admins and HR Admins (scope applied) can view private goals. 

By default, the goal owner's manager (if applicable) will be listed as an Editor. If a manager change occurs, the previous manager will be replaced in the Editor role by the new manager.

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Permissions follow the "waterfall" design, meaning that any permissions coming from "upstream" will be inherited "downstream". If a user is an editor of a Top Company Goal, they will also be an Editor to any goals that are aligned to it. 

Owner — This role is in charge of the goal. Goal completion is tracked in their Betterworks account and counts towards their overall progress.

Editor — This role can make any changes to a goal that the owner can make, but goal completion is not tracked in their Betterworks account.

Participant (private goals only) — This role can contribute milestones to a private goal as well as view some information for downstream goals. However, they cannot edit or delete the goal.

You can make a goal private by updating the permission settings:

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Update Goal Progress

You can update goal progress by clicking on the progress bar of a goal or the associated milestone:

update_goal_progress_-_goal_list.png

Alternatively, you can click the "Update Progress" button at the top-right of the Goals module:

update_progress_button.png

Goal progress is color-coded and based on how much of the work has been done compared to how close the due date is. The defaults are:

Green = On track >= 75%

Yellow = At risk >= 50%

Red = Needs attention = 50%

Notes:

Convert A Milestone Into A Goal

Do you have a milestone that feels like it needs to be a goal? Meaning that it should be the milestone to a goal, but also have its own milestones? If so, you can convert your milestone into a goal by navigating to it and:

  • Clicking "..." (Additional Actions)
  • Selecting "Convert to Goal" from the drop-down menu

convert_milestone_to_goal_-_goals_list.png

Alternatively, you can go to the associated goal and:

  • Click "..." (Additional Actions)
  • Select "Bulk Edit" from the drop-down menu
  • Click the split icon
  • Enter a new milestone
  • Click "Save"

convert_milestone_-_bulk_edit_-_1.png

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Align & Clear Goal Alignment

Do you have a goal that feels like it needs to be a milestone? Meaning that it should have its own milestone, but also be the milestone of another goal? If so, you can align your goal to another. To do this, go to the goal and:

  • Click "..." (Additional Actions)
  • Select "Quick Edit" or "Bulk Edit" from the drop-down menu
    • "Quick Edit" will open a panel on the right side of the page
    • "Bulk Edit" will take you to the goal creation page
  • Click "Align Up"
  • Search for another goal
    • You can search by user name or goal name
  • Click "Save" 
  • Click "Save" again (for the goal itself)

align_up_-_quick_edit_-_1.png

Note: When a user clicks "Align Up", the resulting search modal will not include goals with a due date in the past even if the goal that you're attempting to align is also in the past. The search functionality is limited to current goals because searching for all goals (past and current) would generate too many results (considering the number of organization instances) and be taxing on the Betterworks application overall.

align_up_-_quick_edit_-_2.png

Note: Alignment is generally used when a user's goal directly contributes to the goal of another user or a Top Company Goal.

To clear the alignment, navigate to the goal and:

  • Click "..." (Additional Actions)
  • Select "Quick Edit" or "Bulk Edit" from the drop-down menu
    • "Quick Edit" will open a panel on the right side of the page
    • "Bulk Edit" will take you to the goal creation page
  • Click "Clear Alignment"
  • Click "Save"

quick_edit_-_clear_alignment.png

Related Goals

Would you like to indicate that goals are related, but don't think aligning them or using categories is the right move? You can mark your goal as related to another by clicking into your goal to trigger the right-side panel, then:

  • Select the "Details" mini-tab
  • Scroll down to "Related Goals"
  • Click "Edit Related Goals"
  • Search for a goal
    • You can search by user name or goal name
  • Click "Save"
  • Click "Save" again (for the goal itself)

quick_edit_-_related_goals_-_1.png

quick_edit_-_related_goals_-_2.png

To remove the related goal, simply follow the same process, then:

  • Click the "x" next to the goal
  • Click "Save"
  • Click "Save" again (for the goal itself)

quick_edit_-_related_goals_-_3.png

Note: The Related Goals feature is a visual aid and only accessible in the right-side panel. There isn't a way to display a list of all related goals or pull a report. Related goals are also not among the data provided for goals in existing reports.

Clone An Goal Or Milestone

To clone a goal or milestone, navigate to it and:

  • Click "..." (Additional Actions)
  • Select "Clone" from the drop-down menu 

clone_goal.png

Note: Goals with more than 80 milestones and/or aligned goals cannot be cloned due to their size. 

Add Followers Or Become A Follower

You can add followers to your goal right after you've created it:

add_followers.png

You can follow another user's goal by clicking into it to trigger the right-side panel, then:

  • Select the "Details" mini-tab
  • Click "Follow"

goal_follow.png

To unfollow the goal, simply follow the same steps, but click "Unfollow" instead. 

goal_unfollow.png

Share A Goal

To share a goal (i.e. copy the URL), navigate to it and:

  • Click "..." (Additional Actions)
  • Select "Share this Goal" from the drop-down menu 

 

Cheer/Nudge A Goal

Cheer ≈ Keep it up! 

Nudge ≈ Update? 

To cheer an goal navigate to it and click the balloon icon:

goal_cheer.png

To nudge an goal, navigate to it and click the pointing hand icon:

goal_nudge.png

If the owner of the goal has the applicable notifications enabled, they'll receive an email. The may also receive the notification via Slack or Microsoft Teams if they've opted-in to receiving notifications from Betterworks via those applications. 

Comment On A Goal Or Milestone

To comment on a goal or milestone, navigate to it and click the speech bubble:

goal_comment.png

Notes:

  • The limit for comments is 2,048 characters.
  • A comment can only be edited or deleted within 24 hours of being posted. 

Delete A Goal Or End A Goal Early

To delete a goal or milestone, navigate to it and:

  • Click "..." (Additional Actions)
  • Select "Delete" from the drop-down menu 
  • Click "Delete" again to confirm the decision

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To end a goal or milestone early, navigate to it and:

  • Click "..." (Additional Actions)
  • Select "End early" from the drop-down menu 
  • Click "End early" again to confirm the decision

end_goal_early_-_1.png

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Notes:

  • If a user ends a goal early, they'll be prompted to submit an assessment (if assessments are enabled). If assessments are not enabled, the user will be prompted to submit a comment.
  • Goals that end early are no longer tied to a specific business period and will only display under "No Dates". However, these goals can also be found using filters.

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Assess Your Goals

To assess your goal, navigate to it and hover over the dash until the clipboard icon appears:

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You can assess your goal as many times as you'd like. To show past assessments, simply click the down triangle:

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Note: The assessment options are based on scoring that an administrator has set up.

Create Categories

Note: You must be a Super Admin.

Categories are a quick, simple way to get extra specificity when you’re sorting goals or milestones. Administrators can set categories that apply to every goal or milestone in their organization and even require users to apply them. Use categories to separate goals or milestones, group them by company values or highlight themes.

To create a category, go to:

Admin → Program Management → Goals → Settings → Attributes

goal_categories.png

Notes:

  • You can also implement scope & type.
  • Categories default to alphabetical order, but if you'd like them arranged differently, you can add a number to the beginning of the category name (i.e. "1. Category Name"). 
  • If categories are deleted, the goal will remain but will no longer be associated with the deleted category. Deleted categories are also removed from reporting.

Set Up Goal Scoring

Note: You must be a Super Admin.

To set up goal scoring, go to:

Admin → Goals → Settings → Assessments

goal_assessment_-_6.png

Change Progress Color Thresholds

Notes:

  • You must be a Super Admin.
  • The "Progress" mini-tab may not be visible in your Betterworks instance. If it isn't, you can contact your Customer Success Manager to enable this feature. 
  • For more information about measuring progress and additional progress settings, see this article

To change progress color thresholds, go to:

Admin → Goals → Settings → Progress

goal_progress_admin.png

Progress vs. Updates

By default, only a change in a milestone's progress (i.e. the progress is increased from 0% to 10%) is counted as an update to the associated goal. However, if you're an administrator who would like to count other milestone actions as updates (i.e. comments or assessments), reach out to your Customer Success Manager. They can help you make certain adjustments to the update functionality.