Please note: This is a user-restricted feature. Only admin users are able to create organisation goals. Goals are only available for Momentum plan customers.
Organisation-wide goals are a great way of providing transparency and encouraging alignment with your organisation.
By sharing objectives, organisations can create alignment and focus across the company.
It is simple to create company-wide goals in Weekly10, these will be visible to all employees and departments; teams or employees can choose to align or add additional sub-goals to them.
Creating organisation goals in Weekly10 for web
Creating organisation goals in Weekly10 for Microsoft Teams
On web:
- Go to the ‘Organisation’ tab and select ‘Goals’
- Select the 'Organisation' quick filter (make sure you are viewing the goal list view, rather than the analytics view). This will list all current Organisation goals.
- Click on ‘Add Goal’
- You can select to create either an ‘Objective’ (a non-measurable and high-level strategic aim) or a more specific ‘Goal’
- When choosing ‘Objective’ you will only be asked to enter a description and start/end date. We would strongly recommend adding sub-goals so that the overall objective can display progress and a Red/Amber/Green (RAG) status.
- When creating a ‘Goal’ you should add a description, start/end date and fill out the specific criteria which this goal will be measured against. More details about Goal units can be accessed here. The baseline value should be the starting point (for example $0 revenue) and the target value the final aim ($1,000,000). The progress of the goal and its RAG status will be measured against these values.
- Select a ‘Responsible Person’ who is assigned the responsibility to provide updates on this goal on a regular basis on behalf of the organisation (It will not form part of their personal goals).
- You also have the option to set the Goal to auto-calculate. When setting this, the overall progress of this goal will not be editable, instead it will take its value from the progress of any sub-goals (either at this level or lower levels.) Auto-calculate is great for aggregating data such as sales figures for different departments or tracking the success of an initiative or project which is split into sub-goals.
- When using auto-calculate with the % unit you may also add sub-goal weights – read more about auto-calculate and sub-goal weights here.
- You may optionally add organisation level sub-goals which can help break this target down. You set these in the same way as the top-level goal
- Once happy with your goal click ‘save’
- The goal will now be created and visible within the current dashboard as well as viewable by all users in the organisation.
On Microsoft Teams:
- Go to the ‘My Team’ tab and select ‘Team goals’
- Ensure the scope is set to ‘Organisation’ and select the date range that you wish to set the Goal for. The view will default to the current quarter, but you can change this.
- Click on ‘Add Goal’
- You can select to create either an ‘Objective’ (a non-measurable and high-level strategic aim) or a more specific ‘Goal’
- When choosing ‘Objective’ you will only be asked to enter a description and start/end date. We would strongly recommend adding sub-goals so that the overall objective can display progress and a Red/Amber/Green (RAG) status.
- When creating a ‘Goal’ you should add a description, start/end date and fill out the specific criteria which this goal will be measured against. More details about Goal units can be accessed here. The baseline value should be the starting point (for example $0 revenue) and the target value the final aim ($1,000,000). The progress of the goal and its RAG status will be measured against these values.
- Select a ‘Responsible Person’ who is assigned the responsibility to provide updates on this goal on a regular basis on behalf of the organisation (It will not form part of their personal goals).
- You also have the option to set the Goal to auto-calculate. When setting this, the overall progress of this goal will not be editable, instead it will take its value from the progress of any sub-goals (either at this level or lower levels.) Auto-calculate is great for aggregating data such as sales figures for different departments or tracking the success of an initiative or project which is split into sub-goals.
- When using auto-calculate with the % unit you may also add sub-goal weights – read more about auto-calculate and sub-goal weights here.
- You may optionally add organisation level sub-goals which can help break this target down. You set these in the same way as the top-level goal
- Once happy with your goal click ‘save’
- The goal will now be created and visible within the current dashboard as well as viewable by all users in the organisation.
What next?
Updating goal progress (read more)
The goals can be updated either via the goal screen and/or via the Weekly10 check-in (by the responsible person). If using auto-calculate the progress of the goal will be calculated from the updates made on any sub-goals attached, and if using % may use weighting to calculate the progress.
Editing Organisation Goals (read more)
Goals can be edited at any point by an admin user by selecting the three dots menu on the right side of the screen (an audit trail is maintained).
Completing or archiving Goals (read more)
An admin can archive (or complete) a goal at any time. This will mean no further updates of the goal will be allowed but you can still view the goal at anytime.
View Goal progress (read more)
You can view the progress of a goal at any point by clicking on ‘Progress’ option from the three dot dropdown. This will display a progress chart and breakdown of each update provided against the goal as well as an edit history. You can also choose to export the data to csv too.