Populate Your Goals
1. Introduction
Goals are specific, measurable outcomes that help track progress toward a Focus Area's long-term vision. In this guide, you'll learn how to create, organize, and manage Goals within your organization's Focus Areas.
2. Strategy - Section 2: Actions
To create a Goal, navigate to the Strategy page and scroll down to Section 2: Actions.
3. Create a Goal
Determine the Focus Area you want to add a Goal in, and click Add Goal
4. Focus Area
Confirm the Focus Area for this Goal. You can select a different Focus Area if needed.
5. Goal Topic
Enter a short title that clearly identifies the Goal.
6. Goal Statement
In the Goal Statement, describe the outcome you want to achieve and how success will be measured.
7. Goal Start Date
Select the date when work on the Goal will begin.
8. Goal End Date
Select the target date by which the Goal should be completed.
9. Assign Champions
Assign Champions in the Goal Team section. By default, you can select up to two champions. You can increase this limit in your organization settings.
10. Assign team Members
Add team members as needed. There is no limit to the number of team members you can assign.
11. Goal Metrics
Scroll down to the Goal Metrics section to define how progress toward the Goal will be measured.
12. Add Metrics
Add one or more metrics to track progress toward your Goal. Create new metrics later if needed.
13. Goal Tags
Use tags to categorize and organize Goals across your strategy. Select an existing tag from the dropdown menu or create a new one.
14. Save Your Goal
Review your entries, then click Save to create the Goal.
15. Managing Existing Goals
Now that your Goal has been created, let's explore the tools available to manage it.
16. Edit an Existing Goal
To make changes to an existing Goal, click Edit Goal.
17. More Actions
Click the three dots menu next to Edit Goal for more Goal options.
18. Clone or Delete a Goal
Select Clone Goal to create a copy, or Delete Goal to remove it.
19. Goal Management Tools
Use Goal management tools to track progress, adjust dates, and add supporting resources.
20. You're all set.
Great work! You now know how to create, organize, and manage Goals in Causey. Visit help.causey.app for more resources.
