First choose “Org Goals” or “Team Goals” in the left navigation

Then click on the “+ New Goal” 

Step 1: Add a Goal Title.

Step 2: Write why the goal is important.

Write a description to remind yourself and your teammates about the importance of the goal.

Step 3: Write Key Result or Milestone.

What is a key result:
A key result is a measurable indicator to help make sure you are on track to achieve your goals: if your company goal was to “Become a self sustaining organisation”, your Key results might be:

  • Increase revenue by 10%
  • Reduce costs by 3%
  • Hire 10 Sales people

What is a Milestone:
Some times there are big projects you need to do to achieve your goal, these projects are not always measurable, but are key for the success of your goal. For example, you must a launch a new product in order to achieve your goal to“Become a self sustaining organisation”. your key results may be a combination of measurable key results and non-measurable milestones.

  • launch a new product
  • Increase revenue by 10%
  • Reduce costs by 3%
  • Hire 10 Sales people

Now, write your Key Result or Milestone & decide how you will measure progress for your Goal. Metrics to measure can be:

  • Percentage (%): e.g. increase revenue by 20%
  • Number (#): e.g. hire 3 sales people
  • Money ($): e.g, sell $200,000 more supplies
  • Open Or close (/): closed or completed status. e.g. Launch a new product

Click on “…” to expand the Goal options.

Step 4: Select Check-in & Timeline

Select the how often would you like to check-in & select the Goal timeline which defines when this goal is going to be achieved.

Step 5: Choose a Parent Goal

A parent goal is a way to align your goal with other goals within the organisation.

Step 6: Select the Goal Type.

Goals can be for a team or an Organisation. If it’s a team goal, choose a team. 

Lastly, add your goal! 


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