This help guide is for Web and Microsoft Teams.
Team goals are a great way of providing transparency and encouraging alignment with your team.
It is simple to create team level goals in Weekly10, these will be visible to all employees within the team. Employees can choose to align or sub-goal additional goals to them. We would suggest setting no more than 3.
You will need to be the manager of the team to create goals, but the process is simple:
- Go to the ‘My Team’ tab and select ‘Goals’
- Select the 'Team' quick filter
- Click on ‘Add Goal’
- If you are creating a goal, you may align this to a parent goal at the Organisation or department level
- Now add a description, start/end date and fill out the specific criteria which this goal will be measured against. You have several options for goal unit. 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
- You also have the option to set the goal to ‘auto-calculate’, when setting this the overall progress of this goal will not be updated, instead it will take its value from the sub-goals (either at this level or lower levels.) Auto-calculate is great for aggregating data such as sales figures from 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 sub-goals which can help break this target down. You set these in the same way as the top-level goal
- Click ‘Save’
- The Goal will now be created and visible within the current dashboard
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The goals will be updated either via the goal screen and/or via the Weekly10 check-in by the manager. If using auto-calculate the progress of the goal will be calculated from the sub-goals attached, and if using % may use weighting to calculate the progress.
Editing Department Goals
Goals can be edited at any point by the manager by selecting the ‘Context’ (three dots) menu on the right side of the screen. An audit trail is maintained.
Updating Department Goals
The manager will be asked to update the progress of goals during their regular Weekly10 check-in. The progress of the goals can also be updated from the goal screen by selecting ‘Update Goal’ from the ‘Context’ menu.
Completing or archiving Department Goals
The manager can archive (or complete) a goal from the ‘Context’ menu at any time. This will mean no further updates of the goal will be recorded.
View Goal progress
You can view the progress of a goal at any point by clicking on the progress circle or from the ‘Context’ menu by clicking on ‘View Progress’. This will display a progress chart and breakdown of each update provided against any sub-goals.
It is possible to cascade team goals to all members of your team. Simply click 'Cascade' from the goal creation dialog. You can then select how to cascade the goal to your team members. Read more on cascading goals.