TABLE OF CONTENTS


What is Goals in Team GPS?


The Goals feature in TeamGPS acts as a roadmap for achieving your organization's strategic objectives. It enables leaders and team members to work cohesively by creating, assigning, and tracking goals at every level.

Whether it's Individual, Departmental, or Company level, the Goals section ensures alignment, accountability, and progress transparency. This guide will show you how to access, utilise, and maximise the Goals feature to drive measurable success in your organisation.



Type of Goals:


You can create goals at different levels:

  • Individual Level: Goals for specific employees or team members.

  • Departmental Level: Goals for departments or functional teams.

  • Company Level: This represent broad and high-level objectives that closely align with your organization’s strategic vision and mission.




How to create a Goal?


  • Locate the "Goals" tab in the functionality list on the left-hand side of your interface.

  • Once you are there, click on Create Goal tab on the top right.

  • Now you will find a fields which needs to be updated in order to create a Goal.

    • Objective: Enter a concise and specific title for the goal. This should clearly state the desired outcome. Example: “Achieve 5% growth in revenue within the next six months.”

    • Owner: Assign a person responsible for ensuring the goal is achieved. The owner will be accountable for the goal’s completion. 
      Example: Assign Keshav as the goal owner for a Goal focused on ensuring the successful certification of a few employees. As the goal owner, Keshav will take responsibility for overseeing the process, and ensuring that all selected employees complete their required certifications to achieve the Goal effectively.
    • Start Date: Specify the date when the goal owner should begin working on the goal. 
      Example: Set the start date to March 1 if the goal needs to commence on that day.

    • Due Date: Set a deadline for when the goal must be completed. This helps the goal owner stay aware of the timeline and prioritize their efforts accordingly. 
      Example: If the goal needs to be completed by May 30th, set the due date to May 30th.

    • Status: Track the progress of the goal using the following statuses:
      • Open: Default status when the goal is created and assigned.
      • On Track: Indicates that progress is being made as planned.
      • Off Track: Indicates delays or challenges in achieving milestones.
      • Completed: Marks the goal as finished once all milestones are achieved.

    • Type:Classify the goal based on its scope:
      • Individual Level: Goals for personal development or specific tasks.
        Example: An individual creating a goal to update articles in the library.
      • Departmental Level: Goals specific to a team or department.
        Example: A Sales Manager tasked with bringing in five new clients in next quarter.
      • Company Level: Broader goals that impact the entire organization.
        Example: A Sales Director aiming to increase overall sales by 3% next quarter.

    • Strategic Focus Area: Choose a focus area to categorize the goal for better tracking and visibility.
      Example: Classify goals under categories such as Growth & Scale or Customer Excellence.

    • Attach Meeting to: If the goal you are creating is relevant to a specific group meeting you are part of, you can easily link it to that meeting. This ensures the goal is synchronized with the group meeting, enabling better coordination and follow-up. Simply select the appropriate group meeting from the available options.

    • Description: Provide detailed information about the goal to ensure the owner understands specific expectations or nuances.
      Example: Increase sales while securing new clients from the European market.

    • Goals can be seen by: You have the flexibility to control who can view the goal.
      For example, you might prefer to restrict visibility to only the goal owner and their manager, or you can make it accessible to a broader audience. Select the desired visibility option to customize access according to your requirements.

    • Align to other goals:If you have previously created goals and want to connect them with the goal you are creating now, you can easily align them to establish a clear relationship. This alignment provides transparency on how individual contributions support broader objectives and ensures a structured approach to achieving targets.
      • Parent and Child Goals
        You can create a hierarchy of goals using Parent Goals and Child Goals:

        Parent Goals: High-level objectives that represent the overall target.
        Child Goals: Sub-goals that break down the Parent Goal into actionable steps, contributing to its success.

      • How It Works
        • A Parent Goal might be assigned to a Sales Director to increase the company’s sales by 3% in the next quarter.
        • To achieve this, a Departmental Goal is assigned to a Sales Manager, requiring them to bring in five new clients (logos) within the same period.
        • Supporting this, a Child Goal is assigned to a Business Development Representative to schedule 18 demo calls during the quarter, helping the Sales Manager meet their target.

        • This structured alignment ensures everyone understands:
          • How their individual or team efforts contribute to larger objectives.
          • The dependencies between goals at different levels.
          • The clear path to achieving strategic targets.
          • Clarity: Provides a clear picture of how goals are interconnected.
          • Accountability: Ensures everyone is aware of their role in the bigger picture.
          • Efficiency: Facilitates tracking and prioritizing tasks to meet milestones effectively.
          • And by aligning goals, you can foster collaboration and ensure that efforts across all levels are working toward common objectives.




How to work on a Goal once created?



  • Status: If the Goal owner has started working on the goal, then the status of the goal can be changed from Open to On-Track.

  • Milestones: As the creator of a goal, you have the option to add milestones to clarify the specific steps or tasks required to achieve the goal. These milestones act as smaller, manageable targets, making it easier for the goal owner to understand what needs to be accomplished. Similarly, the goal owner also has the flexibility to add milestones if they identify additional tasks necessary for completing the assigned goal.

    Once a milestone is achieved, simply check it off, and the progress bar located at the top-right corner of the screen will update automatically to reflect the progress made.


  • Comments: Both the goal creator and the goal owner can utilize the Comments section, located at the bottom of the goal screen, to share updates, provide feedback, or document important details about the goal.]
    • For Goal Owners: If the goal is not completed and the due date has passed, the goal owner can add a comment explaining the reasons for the delay or any challenges encountered.
    • For Goal Creators: Comments can be used to offer guidance, provide additional tips, or share constructive feedback to help the goal owner succeed.

      Comments section ensures clear communication and helps maintain a transparent record of the goal’s progress and any relevant discussions.

  • History:To ensure transparency and track every action associated with a goal, a History option is available. This feature automatically records all actions taken during the goal's lifecycle. These actions can include:
    • Changing the goal owner.
    • Adding or deleting a milestone.
    • Updating the description.
    • Any other modifications or activities performed on the goal.

      The History option provides a comprehensive log, enabling you to monitor changes and maintain accountability throughout the goal's progress.




How to create similar Goal for multiple employees at once?


If you need to create a goal for multiple employees and want to avoid the effort of creating it repeatedly, you can use the Duplicate feature. For instance, if you have already created a goal for one employee, you can simply click on the three dots on the right side of the goal, assign additional goal owners, and select the Duplicate option.


This feature allows you to quickly replicate the goal for multiple individuals who need to achieve the same objective.


Example: Suppose you need to assign an Azure certification goal to 15 employees. Simply create the goal for one employee, use the Duplicate feature, and assign it to the remaining 14 employees in just a few clicks. This saves time and ensures consistency across similar goals.






Some Common Questions asked:


  • Can I edit a goal after it has been created?
    Yes, goals can be edited to update objectives, milestones, or alignment. Changes will be logged for transparency.

  • What happens if milestones are deleted?
    All deletions are tracked in the activity log, so you can always review changes made to goals.

  • Can employees see all goals?
    Access to goals depends on the permissions set. Leadership teams typically have broader visibility than individual contributors.