What are Goals?
Goals are long-term development objectives. They can be:
Revenue or performance milestones (e.g., "Hit £50k revenue for 3 consecutive months")
Skill development (e.g., "Complete advanced sourcing training")
Behavioral changes (e.g., "Reduce average time-to-fill by 5 days")
Culture contribution (e.g., "Deliver 2 lunch-and-learn sessions to the team")
In Coach, Goals can be based on:
OneUp metrics: this is anything you track in OneUp e.g., interviews arranged or revenue booked.
💡Goals can be multi-metric! E.g., Arrange 30 1st interviews AND 100 BD calls.
Manual input: use a manual input Goal to capture anything you don't track in OneUp. This is useful for soft skill development Goals.
OneUp metric Goals will update progress automatically, based on OneUp data.
Note: Progress is calculated from the start date to the due date.
Manual Goals require you to update progress manually, as a percentage completed. Find out more ➡️ here.
Creating a Goal
Goals can be created both within a meeting and outside it. They are attached to the Coaching relationship and exist independently of the meeting itself.
To create a Goal:
Open the coaching relationship.
Select the Goals tab.
Then, +Add goal.
Fill in:
Name: What is the Goal? (e.g., "Achieve Senior Consultant promotion")
Assigned to: Choose from the individuals listed here.
Start date: When do you want to start measuring performance against this Goal?
Due date: When should this Goal be completed?
Measure: How will you track progress?
Choose between OneUp metric(s) or manual input.
Save.
The Goal is now active and visible to both manager and the individual contributor.
Amending a Goal
Both a manager and a report can edit Goals collaboratively.
Use this to encourage ownership; let your report update their own progress between meetings.
Edit a Foal to adjust the due date, change the metrics or targets associated with a Goal, or to update progress against a Goal (if the Goal is manual).
To edit a Goal:
Select the Goal to navigate to the Goal page
Select Edit.
Make your change. Options include changing the Goal name, who it's assigned to, start and due dates, amending metrics or targets attached, and status.
For manual Goals in particular, edit a Goal to change its progress.
Save.
Find an audit trail of all changes in the Goal's activity history.
You can add comments explaining any updates.
Deleting a Goal:
Navigate to the Goal area of the relationship.
Select the settings icon on the far right of the Goal, and then Delete goal.
Confirm this.
Deleting a Goal removes it from the relationship permanently, including all activity history.
If a Goal is no longer relevant, consider changing its status to archived instead.
Using Goals in 1:1s
Goals appear in every meeting under the Goals section. Use them to:
Review progress since the last meeting
Discuss blockers or challenges
Adjust due dates if priorities have shifted
Celebrate completed Goals
The AI briefing also flags Goals that are:
Behind schedule
Completed since the last meeting
Due soon
Tips for effective Goals
Make them specific
"Improve client relationships" isn't measurable. "Book 10 client check-in calls in Q1" is.
Balance stats with development
Don't just track revenue. Use Goals for training, certifications, leadership, and culture contribution.
Set realistic timelines
Goals should stretch people, not break them. If a Goal feels unachievable, adjust it.
Review regularly
Don't set Goals and forget them. Reference them in every 1:1 to maintain accountability.
Use the activity log
If someone disputes whether a Goal was changed, the activity log provides a timestamped record.
👀 Things to watch out for
Multi-metric Goals require ALL metrics to hit target
When you create a Goal with multiple metrics (e.g., "30 interviews AND 100 BD calls"),both targets need to be achieved for the Goal to be marked as complete.. Consider whether you need a multi-metric Goal or whether separate Goals would be clearer.
Manual Goals need regular updates to be useful
Manual Goals don't update automatically, they rely on manual updates. Set an agenda item or action to update these weekly or at each 1:1, otherwise they become stale and lose their motivational value.
Be careful when changing metrics mid-goal
If you edit a Goal to change which OneUp metric it tracks (e.g., switching from "Revenue" to "Placements"), historical progress data won't align with the new metric. The activity log will show the change, but it can create confusion. If priorities shift significantly, consider archiving the old Goal and creating a new one instead.