Creating a Team Goal
Working on goals is an important part within the Learned platform to improve on certain skills, for example, or to meet a certain target. We distinguish between the following types of goals:
Personal goals: Personal goals of the employee aimed at achieving targets, KPIs or completing projects. You can also use this goal type to create goals related to skills development.
Team goals: Goals for an entire team. In what way does the team contribute to the organisation's goals? You can also use this type of goal for project teams.
Organisation goals: Company goals. Where are we going as an organisation?
In this article, we will elaborate on how you as a Coach/Admin can easily create a Team Goal that is visible to all owners and coaches of owners assigned to this goal. To do this, go to the Goals page and use the 'Create Goal' button at the top right of the screen. Then choose Team Goal from the dropdown.
Assign the goal
In step 1 'Goal Details', try to write down as concretely as possible what the Team Goal is. You can further substantiate this as you wish in the description field under Advanced Settings. Also determine who can see the goal. You can link several teams and/or owners to a team goal. An owner of a goal has the responsibility to keep track of the goal's progress.
❗️Note: It is possible to assign owners to a team goal who are not in 1 of the selected teams. So this gives you the opportunity to be able to work on a goal with interdisciplinary project teams.
💡 By default, both owners and coaches of owner are allowed to edit the goal. Do you want this to be different? Under Advanced Settings, you have the option to determine who is allowed or not allowed to edit the goal.
Contributing goals
In Team goals, you have the option to have the team goal contribute to another team goal or to a company goal. You set this under Advanced settings. A team goal can also be influenced by a personal goal.
Make the goal concrete
In step 2 'Goal progress', you will then determine how the team goal will be achieved. There are 4 options for keeping track of the goal:
Average of activities: You create 1 or more activities. As the owners of the Team goal complete the activities, the Team goal is achieved.
Average of contributing goals: In 'Average of contributing goals', the progress of the goal is fully influenced by the underlying goals associated with this goal.
Done or not done: With this option, the owners of the Team goal complete the goal directly in the Team goal when it is achieved. If necessary, add activities to break up the goal into smaller steps to complete. When you do this, you will have to manually update both the progress of the activities and the goal.
Metrics: This option allows you to keep track of the organisation goal in currency, numbers or percentages. Set a start value and a desired end value. If necessary, add activities to make the goal concrete with logical steps to execute and/or achieve in a certain order.
Activities of team goals
You can add activities to the team goal as you wish when you have chosen:
Average of activities
Done or not done
Metrics
These activities allow owners of the team goal to track progress in the same way as the parent goal. So use these activities to make the team goal concrete with logical steps that the owners have to take and/or achieve in a certain order. You can express the activities in various ways. You can find this under the advanced settings when you create an activity.
Goal visibility
A team goal can be assigned either the privacy setting of private, team or public. It is possible for a team goal to be affected by different team or personal goals. Depending on the privacy setting of those targets and your rights in the platform, you may or may not see them appear anonymised underneath. For example, personal targets of employees are not visible when those targets have a privacy setting Private. However, this personal target does contribute to the progress of the team target and is therefore also linked to it.
❗️Note: It depends on your rights in the platform whether or not you are allowed to see underlying goals. If you are a colleague but not a supervisor of the employee, you will not see your colleague's goal as long as the privacy setting of that goal is set to Private.
Privacy: Who can see your goal?
Goal type | Privacy: Private | Privacy: Team | Privacy: Public |
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Team |
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Company |
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The 'Goals' overview page
If you go to Goals you will be taken to an overview page where you can see at a glance all the goals you are working on under the 'My goals' tab. So if you own a team goal, you will also find it under 'My goals'. The 'All goals' tab shows all goals within the organisation that you are allowed to see with your rights. Here you will find, for example, the other company goals of which you are not the owner.
Using the filters on the overview page, you can filter by goal type (personal/team/company), time frame, team and/or status of goals.
Managing a Team Goal
Updating the progress of the team goal, depends on the tracking method set in step 2 when creating the goal. If the goal depends only on underlying goals, then the progress of the team goal is updated automatically.
If you have chosen to track the goal using the average of activities, completed or not completed, or using a measurement method (amounts, numbers, percentages) then click the update button in the goal to update what progress has been made.
❗️Note: Team goal contributors have an 'Edit', 'Delete' and 'Archive' button at the top right. When you archive the team goal, it also disappears on the overview page. If all goes well, the goal is complete and there is no need to work on it anymore. So it is no longer an active goal.
Settings & Updates
Scrolling down in the goal gives you more information about the settings of this goal, whether it contributes to another goal, it is affected by underlying goals and the updates made by owner of the goal.