In this article, you will learn to set quarterly goals in Workfacta and see how you are tracking towards achieving your targets.
Read the steps below to work out how to create a quarterly goal.
Create Quarterly Goals
There are two ways to create a quarterly goal in Workfacta:
Using Max AI: Max AI is your personal business coach, helping you create clear, SMART goals that are aligned to your business objectives. Because Max AI understands the context of your organisation, it can generate meaningful and relevant goals or projects tailored to your current priorities - and quickly!
Manually: If your goals are already defined outside the platform, such as in a business plan, quarterly review, or leadership agenda - you may prefer to enter them manually. Alternatively, you could upload the document containing the existing goals for Max AI to analyse and create.
Step 1 - Create New 'Goal'
Either:
Click the global '+ Create' button at the top of your screen, or
Go to Quarterly Planning > Goals & Projects from the main menu and then click on the blue plus button to set up a goal or project.
In both options, click the Max AI icon if you want to create an AI assisted goal.
Step 2 - Add Goal Details
If you choose to create a goal or project using Max AI, create the goal prompt and apply one of the AI suggested goals. Next, the Goal Detail page will open.
If you did not choose Max AI, the Goal Detail page will open straight away.
Fill in the required details:
Heading & Details: define or edit the goal heading and context description.
Team: Who is responsible for achieving this goal?
Quarter: When does this goal apply?
Due Date: When do you want to complete the goal?
Owner: Assign responsibility for managing and reporting progress.
Update frequency: How often should the goal status be updated (weekly is suggested for best practice).
Personal Goal: select personal goal if it relates to only you.
Optional: Click the Max AI Icon next to 'Save' to improve the Goal heading and description to further improve the goal.
Notice: you may link your quarterly goals with an already existing Annual Goal. |
Step 3 - Save
Once finalised, click save.
Your new goal will now:
Display in team dashboards
Connect to supporting work streams
Flow into meetings for review and accountability
Your new goal is now active and ready to drive progress!
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