Create and Manage Goals in Leadr

Goal Types

There are 3 types of Goals within Leadr: Personal, Team, and Organizational. Each of these Goal types have different functions and permissions for certain users.

Personal: Goals that belong to a specific user, not a team or the entire organization. These goals are most helpful to use when a single user is in charge of a goal, such as a personal development goal. Including collaborators or viewers on a Personal goal can be helpful if more than one user (but not an entire team) needs to work on a goal together.

Team: Goals associated with an entire Team. These goals are most helpful to use when there is a Goal that a whole Team needs to view or collaborate on. These goals will pull into meeting associated with that Team.

Organizational: Goals that the entire organization needs to work towards. These goals are most helpful to cast vision for the entire organization and will be visible to everyone in Leadr.

Goal Permissions

It's important to note that not everyone can perform any action on any Goal. The charts below describe the actions that each user type can perform on each goal type.

Personal Goals

Team Goals

Organizational Goals

Create a Goal

Personal Goals

1. You can locate your Goals feature towards the left of the Leadr screen with your Navigation Bar.

2. You can start a goal at the top right corner of your Goals screen using the '+ New Goal' button.

3. With the new Goal open, begin adding details

• Goal Title: Brief Description of the Goal (Ex. Professional Development: Work on Public Speaking)
• Description: An overview of the Goal
• Priority: Defaults to Medium but can be Lowest to Highest
• Start and End Date: The start date can be in the past
• Goal Type: Personal
• Make Private: Allows the owner to make the goal visible to only the owner and those added as a collaborator or viewer
  • Note that only personal goals can be made private
• Select Participants: Add additional participants to the goal
  • Owner is one individual who is responsible for the overall goal
  • Collaborators are people who are assisting in the goal completion
  • Viewers are people who just need access to see the goals progress

4. With the Goal details filled in, select Save Goal

Team Goals

1. Follow steps 1-3 from creating a Personal Goal
2. Once on step three, select "Team Goal"

3. Next, select a team
4. Select the Goal owner and any additional participants outside of the Team
5. Then, select Save Goal

Organizational Goals

1. Follow steps 1-3 from creating a Personal Goal
2. Once on step three, select "Organizational Goal"
3. Proceed with adding in details and the Save the Goal

Manage a Goal

• Once created, your Leadr will route back to the Goals landing page. To begin adding action items or a status, use the drop-down filter to filter by status, priority, team, or participant.

• After locating your goal, click on it to begin adding action items or updates, or to cascade the goal, or to edit the overall details.

• Once within the Goal landing page, you will have the option to:
  • Update
    • Allows you to update the goal status to one of the below options as well as include a quick description of the progress
  • Link goals together
    • Allows for the creation of cascading goals
  • View Collaborators and Viewers
  • View the Goal History
  • Add an Action Item
  • Change a goal type
    • Allows you to change goals from personal to team goals, or vice versa

Add an Action Item

• Select +Add Action Item in the bottom left
• As an owner or collaborator, you can create an action item within a personal or team goal
• See the Action Item article for more information on creating actions

Status Updates

• Click on the goal to update the Status.
• Add in a percentage and brief description then click Save Changes

Collaborators can change the status readout (on track/needs attention/ at risk). Only owners can change it to a complete status

Modify a Goal

• Goal owners and collaborators of goals can select the blue "edit" button in the top right to edit the goal
• Status can also be edited through the three dots

Filters

Team Goals and Meetings

When creating a goal, a team can be assigned, if a team meeting is also assigned to a team, these goals will pull into the team meeting.

• Link the goal by selecting a team during the creation

• Next, follow the steps above to create the goal
• If a corresponding Team Meeting is already linked, the goal will be displayed in the meeting similarly to a one-to-one (max number of goals listed in a meeting is 15)
• Check out the Meeting articles for more information on setting up your linked Team Meetings

Cascading Goals

Create Cascading Goals

1. First, locate the goals page under the alignment category in the sidebar

2. Click into a goal that you want to be apart of the the cascading sequence

You'll see this organization Goal is already in a cascading sequence since it has a drop-down arrow

3. On the right side of the Goal’s details, you will see an option to connect a goal to be the parent goal, or select multiple goals to be supporting goals

4. When connecting a parent goal or supporting goal, you will be able to select an existing goal already created, or create a new goal directly within the window.

5. Select save goal and your goals are cascaded!

Navigating Cascading Goals

1. Within the Goals page, you will see a drop down arrow allowing you to expand the entire cascade of goals. The "stack" icon shows how many supporting goals the parent goal has

2. Within the goal, you can locate and navigate to that goal's parent and supporting goals.

3. By clicking the three dots next to a goal, you can disconnect or replace the parent goal, or disconnect a supporting goal. You can add new supporting goals by selecting "+ Connect Goal".

Cascading settings

• Admins can disable Cascading Goals for their org in Admin Settings
• Users can toggle on/off the Cascading Goals view on the Goals Page for their own account
• Users can toggle on/off the Cascading Goals view on Leadr Home for their own account

Goal Notifications

You receive notification emails if you are added manually as the owner, collaborator, or viewer. Users such as executives and admin who are automatically added as implicit viewers do not receive these emails.

• When a goal is created
• When a goal is completed
• When a goal is deleted
• The goal is assigned a new owner
• The owner is removed as goal owner
• A user is added to a goal
• Updates are made to the goal status

The Leadr Advantage

1. For Leadr Advantage Customers, there will be two subcategories of Team Goals. Select whether this Goal is a Defining Objective or Standard Operating Objective.
2. Select the Team you would like to link to this DO or SOO. All Team members will automatically be added as a Viewer of the Goal.
3. If you'd like anyone to add actions, comment on actions, and update, you can add them as a Collaborator in the Select Participants field.

Video Walk-Thru

For additional questions or concerns, please reach out to our support team through support@leadr.com