Creating team goals

Note: This is a user-restricted feature. Only admin and manager users are able to create team goals. Goals (and OKRs) are only available for Momentum plan customers.  

Team goals are a great way of providing transparency and encouraging alignment with your team.

It is simple to create team level goals in Perform & Engage 365, 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.

Creating team goals on Perform & Engage 365 for web 

Creating team goals on Perform & Engage 365 for Microsoft Teams

On web:

• Go to the ‘My Team’ tab and select ‘Goals’
• Set the scope to ‘Team’ then 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’
• If you are creating a goal, you may align this to a parent goal at the Organisation or department scope level
• You can also assign category tags if you have any set up on your account.
• 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 won't 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

On Microsoft Teams:

• Go to the ‘Team goals’ tab found in the 'My Team' section.
• Set the scope to ‘Team’ then 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’ for the team you wish to set a goal for.
• If you are creating a goal, you may align this to a parent goal at the Organisation or department scope level. 
• You can also assign category tags if you have any set up on your account.
• 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 won't 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

What next?

Updating progress (read more)

The goals can be updated either via the goal screen and/or via the Perform & Engage 365 check-in by the manager or the responsible person. 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 Team Goals (read more)

Goals can be edited at any point by the manager by selecting the ‘Context’ menu on the right side of the screen. An audit trail is maintained.

Completing or archiving Team Goals (read more)

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 (read more)

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

Viewing goals across your organisation, departments and teams (read more)

You can use pre-set and custom filtering tools to quickly review exactly what goals are set across your organisation. View what your teams, sub-teams, departments and even individuals are working towards with ease.