You may also be interested in the following articles:
Working with goals in Learned
Within the Learned platform, there are 3 types of goals: Organisational goals, Team goals and Personal goals. In this article, we will focus on Personal goals.
Your goals overview page
When you go to the Goals page, you will be taken to an overview page where you can see at a glance all your goals that you are working on under the 'My goals' tab. These can be personal goals as well as team and/or organisational goals to which you are assigned as owner and thus responsible for keeping track of the progress of the goal. The 'All goals' tab shows you all goals within the organisation that you are allowed to see with your permissions.
Using the filters on the overview page, you can filter by goal type (personal/team/organisation), time frame, team and/or status of goals.
Status of a goal
On the overview page, you will see a status label appear with each goal. There are 4 different labels:
To do: No progress has been measured on this goal yet.
In progress: You have made progress on your goal and updated it in Learned.
Completed: You have completed your goal.
Problem: You're experiencing an issue and cannot proceed with the goal.
Multi-select goals
On your own goals page or on the ‘All’ tab, you have the option to use multi-selection to perform a number of actions for multiple goals:
Edit goals: For goals where you have the rights to edit the goal, you can change the privacy setting or the subtype (business or learning goal) for multiple goals at once.
Unarchive goals: If you have goals with the status archived, while the goals have not yet been completed, you can use the multi-select to unarchive multiple goals at the same time.
Archive goals: If you have multiple goals you want to archive in 1x, you can do this with multi-select.
Delete goals: If you have several goals that are not good, you can delete them with multi-select.
💡 Bulk changes will be made only for goals in which this setting can be changed.
Creating a new goal
Working on goals is an important part of the Learned platform, for example, to improve certain skills or to achieve a specific target. Many organizations make goal setting part of the preparation for a review conversation. In that case, you will see a question in the form view to set goals.
If you want to set a personal goal outside of a review conversation, go to the Goals page and use the “Create goal” button in the top-right corner of the screen.
Here, you choose whether you want to create a learning goal or a business goal. Ask yourself whether the goal is linked to your personal growth or to your KPIs.
Create concept goals with AI
When creating a new goal, you can choose to be assisted by AI. Relevant suggestions will be made based on your most recent review. For example, when creating a learning goal, AI will help you set a goal to work on a skill or competency with the lowest score.
On the right-hand side, the “Assist Me” section is displayed. Here, you have several options. You can get suggestions based on:
Your current job
Any ambition you have set in Learned
An organisation goal
You can select a goal, which will then be loaded into the goal title field. Suggestions will automatically be provided to further develop the goal through a set of activities.
You can add these activities directly and, if needed, further adjust them in the progress section.
If your job profile also includes KPIs, you can use AI to create goals to improve them. To do this, select “Business Goal” as the type.
When creating a goal, you can still switch the goal type by clicking “Learning Goal” or “Business Goal” at the top.
📚: Want to learn more about generating AI concept goals? Read this article.
Details
When creating a goal, fill in the following fields:
Goal Title: What will you work on in the coming period?
Description (optional): Click “Show Description” to add this.
Progress Measurement
Average of Activities: When you choose “average of activities,” you can create one or more activities. This breaks your goal into smaller, manageable parts. It is often used to make a learning goal more concrete and measurable.
You can add custom activities yourself or choose from the library of activities. By completing activities, you ultimately achieve your goal.
When creating a custom activity, you have the option under Advanced Settings to specify the measurement method for this activity. For example, for an activity like “Ask for feedback 3 times”, you can assign a numerical value to better track progress.
Done or not done: With this option, you mark the goal as completed immediately once it has been achieved. For example, if obtaining a certificate is the goal.
You can still add activities to support the goal, but you will need to manually update both the progress of the activities and the progress of the goal.
Metric: If you choose to track your goal numerically, you can select from Amount, Number, or Percentage.
Set a starting value and a desired target value.
Here, too, you have the option to add activities to your goal. Use this to make your goal concrete with logical steps that need to be completed or achieved in a specific order.
Again, you will need to update the progress of the activities and the progress of the goal separately.
Optional Settings
You can link the goal to a time frame and set a personal deadline.
💡: You can use the time frame as a filter option on the overview page.
Advanced options
Specify who can see the goal and who can edit it. By default, the highest privacy setting is applied. In that case, only you and your manager/coach can view the goal and its progress. You also have the option to share the goal with your team members or the entire organization.*
❗️: By default, as the goal owner, you can also edit your goal. Your coach also has the ability to edit and add to your goal. You can turn this on or off using the toggle buttons.
Indicate whether your goal contributes to another goal (e.g., a team or organisation goal). When you link a goal to another goal, the progress of your goal will only impact the linked goal if the measurement method of that goal is set to “Average of contributing goals.”
Link the goal to one of your competencies or KPIs.
Publish, Save as Draft, or Delete
When creating your goal, you have the option in the top-right corner to publish your goal, save it as a draft, or delete it.
Tracking progress
If you want to update the progress of your goal, go to the Goals page. Then click on the goal for which you want to update the progress. When you click Update, you have the option to update the progress of your goal or one of the activities.
❗️Note: Editors of the goal have the option in the top-right corner to edit, archive, or delete the goal. You archive a goal to keep an overview of your active goals.
Updates for your goal
Every time you update the progress of your goal, it counts as an update on the goal. Additionally, for each update, you can add a comment to provide context on the progress you have made. All updates are logged and can be found under the “Updates” tab.
Settings of your goal
In the settings of your goal, you can not only see whether your goal contributes to another goal or is influenced by underlying goals, but also the goal type, the privacy settings, who the editors of the goal are, and whether the goal is linked to one of the skills in your role profile.
Privacy: who can see the goal?
Type of goal | Privacy: private | Privacy: Team | Privacy: Public |
Personal |
|
|
|
Team |
|
|
|
Organisation |
|
|
|
Other goals in Learned
In addition to individual goals, it is possible in Learned to create Team and Organisation goals. Personal goals can optionally be linked to a Team or Organisation goal.
What? | By whom? | How? |
Creating a Team goal | Coach / Admin | |
Creating an Organisation goal | Admin | |
Setting up Goal Updates | Admin |