Creating, Managing, & Checking In Goals
- Creating a Goal
- Checking In
- Managing a Goal
- Related Docs
Creating a Goal
Most of the time you will be creating Goals from the subheader by using the top right button that says “Add a Goal”.
From this dropdown, you have the option of choosing between a Process Goal, an Outcome Goal, or a Goal Inspiration. The differences between Process and Outcome Goals can be read about in our Goals Overview post.
When you select either a Process Goal or an Outcome Goal, you will see the Goal Creation Modal which allows you to create and customize your Goal in the following ways.
1 - Goal Owner: You will be assigned as the Owner of the Goal by default. You can reassign the Goal to anyone in BrightGauge (viewers included) by selecting the user image to the left of the Goal Name.
2 - Gauge Selection & Naming: Oftentimes, a Goal will be powered by a Gauge. In these situations, it may make sense for the Goal name to reflect the Gauge name. For this reason, we tied Gauge selection to Goal naming. By selecting “Select Gauge to Power Goal”, you will be presented with a popover where you can choose a Gauge or switch to a manually entered Goal. (Please note that only "Number" and "Progress" gauges can be used with Goals.) When you select a Gauge, the Goal name will default to the Gauge name. You can edit the Goal name at any time.
At any time you can switch to a manually entered Goal, meaning the Goal will not be powered by a Gauge. These are helpful in situations where you want to track a Goal that does not sync with BrightGauge but is still critical for your team to review. You must select a manually entered Goal when you have an Outcome Goal with no target number.
3 - Description: Use this field for a description or definition of the Goal.
4 - Target Number: Use this field to enter the Target number you want to achieve for this Goal. Alternately, when creating an Outcome Goal you can decide to skip the Target number. By skipping the Target number, instead of checking in a number value each week, you will check in whether the Goal is On Track or Off Track.
5 - Add Goal: The “Add Goal” button will be enabled once the Goal Creation Modal is complete. If you assigned the Goal to someone other than yourself, after the button is clicked an email will be generated and emailed to the Goal Owner.
Checking In a Goal
If you were familiar with Scorecards, the precursor of Goals, you may notice one particular new feature: the combined Goal Detail Modal. When clicking on any row in the Goal List, you’ll open the modal below and you will be able to see all the information pertaining to the Goal, including the Check-in history.
If the last week was not checked in, the modal will focus on the Check-in Input for last week so you can easily confirm your number or add context to the Check-in.
You can edit previous Check-ins by opening the Check-in inputs with a click anywhere on the Check-in.
Managing a Goal
In the Goal Detail Modal, you will also be able to update the Goal Name, Target, Description, or Goal Owner and change the Gauge that is powering the Goal. In short, everything you were able to do in the Goal Creation Modal, you are able to do in the Goal Detail Modal.
The three dot menu in the upper right corner allows you to delete the Goal or switch the Goal type from Process Goal to Outcome Goal. You may also change the Goal type in the opposite direction, from Outcome Goal to Process Goal, only if the Outcome Goal has a Target number.
Note: You cannot change an Outcome Goal with no Target to a Process Goal.
Please see the following additional docs we have created in order to learn more about this feature in BrightGauge.