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Manage, update and create objectives (with AI)

Learn how to view, manage, and create objectives in Performance Leader. This comprehensive guide covers updating objectives, using quick update tools, collaboration features, AI-powered discovery, and creating objectives with Compass AI assistance.

Objectives (sometimes called goals, targets, or plans in your organisation) are central to tracking progress and achievement in Performance Leader. This guide will walk you through everything you need to know about viewing, managing, and creating objectives. Whether you're making quick updates to existing objectives, discovering collaboration opportunities, or creating new objectives with AI assistance, you'll find step-by-step instructions here.

Accessing and viewing objectives on your dashboard

Your objectives are prominently displayed in the top right section of your Performance Leader dashboard, making them easy to access and review at a glance.

  1. Log into your Performance Leader dashboard

  2. Locate your objectives in the top right hand section

  3. Click 'Add new' to create a new objective, or click on any existing objective to view and update it

Updating an existing objective

When you need to make changes to an objective, Performance Leader makes it straightforward with clear editing indicators throughout.

  1. Click on the objective you want to update from your dashboard

  2. Look for the pencil icons – these indicate editable areas

  3. Click the pencil icon next to any field to edit details such as the objective name, description, or dates

  4. The system automatically saves your changes as you go

Managing actions within an objective

Actions help you break down objectives into manageable steps. You can easily track and update these as you progress.

  1. Open the objective and scroll to the actions section below the objective details

  2. Tick the checkbox to mark actions as complete

  3. Click the pencil icon on any action to edit details or change target dates

  4. Drag and drop actions to reorder them according to priority

Adding updates and tracking progress

Regular updates help keep stakeholders informed and create a clear record of your progress over time.

  1. Scroll down to the updates section within your objective

  2. Click 'Add new update' and type in your progress notes

  3. Click 'Save' to record your update

  4. Use the dynamic progress tracking buttons on the right side (hover over them to see what each means)

  5. Optionally, add a numerical progress bar for percentage-based tracking

  6. Toggle close the updates and actions sections if you need more screen space

Using the quick update tool

When you need to update multiple objectives efficiently, the quick update tool can reduce a 10-minute task to just 2-3 minutes.

  1. Click on the quick update tool from your objectives area

  2. Review each objective in the focused view

  3. Add an optional comment about your progress

  4. Click 'Save' to record the update, or 'Skip' to move to the next objective

  5. Continue through all your objectives – you'll receive a confirmation when complete

Closing an objective

When you've completed an objective close it to capture completion. Closed objectives will show on your dashboard in the "Closed" section.

  1. Open the objective you want to close

  2. On the right side menu, click 'Close'

  3. Review the objective summary & add optional comments (see screenshot below)

  4. Select a final status: Achieved, Partial, or Dropped

  5. Confirm the closure

Additional objective management options

The right side menu offers several additional features for managing your objectives:

  • Add files: Attach relevant documents or resources

  • Create a collaboration space: Invite colleagues to work together on the objective

  • Delete objective: Permanently remove an objective if needed

  • Change dates: Adjust the timeframe for your objective

  • Change alignment: Realign the objective to a different focus area if priorities shift

  • Created in Review: Indicates if this objective was created as part of a review cycle

Viewing objectives in the objectives module

The dedicated objectives module provides more viewing and sorting options beyond the dashboard.

  1. Navigate to the objectives module from the main menu

  2. Click into any objective to see the same update view as from the dashboard

  3. Use the view options to change how objectives are displayed: - List view: See all objectives in a traditional list format - Kanban view: Visually prioritise objectives by status - Alignment view: Organise objectives by alignment pillars

  4. Re-sort objectives using the sorting options available

Collaboration spaces: capture collaboration links and notes

Collaboration spaces allow you to work jointly with colleagues on shared objectives, with notes and updates visible to all collaborators.

  1. Click on the 'Collaboration Spaces' tab in the objectives module

  2. View objectives you're collaborating on with others

  3. Click into any collaborative objective to view details

  4. Leave notes to track how you're working together

  5. Review the overall summary update that the system provides

Discover: Objective search

AI-powered feature: Discover collaboration opportunities

The Discover tab uses intelligent AI to help you find colleagues working on similar objectives, creating opportunities for collaboration and knowledge sharing.

  1. Click on the 'Discover' tab in the objectives module

  2. Review the AI-generated list of similar objectives across the platform

  3. Check the similarity score for each suggested objective

  4. Click on any objective to view more details

  5. Reach out to the colleague to discuss potential collaboration

  6. If you agree to collaborate, create a collaboration space to formalise the partnership

  7. Use the search function to find specific objectives (visibility is configurable based on your organisation's settings)

Creating a new objective

Creating objectives follows a straightforward four-step process, whether you're creating from the dashboard, objectives module, or within a review.

  1. Choose alignment: Select which area you want to create the objective against (this determines visibility settings)

  2. Add details: - Enter a name for your objective - Add a description explaining what you want to achieve - Share with others if enabled (objectives are assigned to you by default) - Choose dates (the system pre-configures financial quarters for convenience) - Add optional tags for categorisation

  3. Add actions: Break down your objective into specific, manageable actions (optional but recommended)

  4. Confirm: Review your objective and click to create itAI-powered feature: Create objectives with Compass AIIf your firm has enabled AI, you can use Compass AI as an intelligent assistant throughout the objective-setting process. Compass AI understands your role, department, and competency framework to provide personalised guidance.Getting AI suggestions when creating a new objective:

  5. Start creating your objective and enter an initial description

Using Compass AI to assist with objectives

Compass AI is designed to help you create high quality and relevant objectives. For example, work with Compass to:

  • Suggest goals based on your role and competencies

  • Refine initial ideas you've outlined

  • Provide guidance on objective structure

There are a few ways to work with Compass

  1. Side by side assistant: Use the AI as a coach throughout the process to improve objective quality. Converse with Compass to produce the desired outcome, then copy and paste that into the objective form

  2. Quality review: Once you've drafted your objective, ask Compass to review your final objective before publishing (see below)

Compass AI can also help you refine draft objectives.

  1. Navigate to a draft objective you've previously saved

  2. Click into the objective to view your notes

  3. Open the Compass AI assistant

  4. Ask the AI to review your draft and provide improvement suggestions

  5. Review the AI's recommendations, including refined goals and new ideas

  6. Incorporate the suggestions that resonate with your objectives

  7. Publish when you're satisfied with the quality

Need more help?

Watch the full video walkthrough at the top of this article for a visual guide to all these features. If you have questions about specific functionality or need support, please contact your Performance Leader administrator or our support team.

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