Recording Progress Towards Goals

Once you’ve created one or more Goals, it’s time to get started working on your goal and recording your progress on your goal(s)! From your ‘My Goals’ page, click Record Progress.

 

The current week is displayed, including all active, available Commitments. You can change to a different week by using the left and right arrows surrounding “Week of …”, or by clicking “(change)” and pick from the calendar date picker.

 

  • For each Goal, the Goal is displayed first, in yellow, and then commitments associated with the goal are displayed in white. Goal input is the data used to determine progress.
  • For each Goal/Commitment…
    • The linked Goal(s) are specified
    • There is a checkbox identifying whether the Commitment has been achieved or not (if it’s achieved, no more progress can be recorded towards it).
  • For every day of the week, you’ll see one of the following:
    • Recorded progress … you can change or delete these entries if necessary
    • A down arrow, dash, or time value to indicate progress needs to be entered
    • Blank, indicating nothing can be recorded yet (i.e. future dates)
  • If a Commitment has been linked to multiple Goals, that will be noted. You only need to record that action once and that progress will be reflected in all linked Goals.

 

  • When recording progress, there are 4 possible entry types:
    • Number
    • 3 point rating scale … select from ‘smiley’ face icons (green/happy, gray/neutral, red/sad)
    • Time … specify hours, minutes, seconds (whatever format is presented)
    • Yes or No … select a green check or red X
  • Once you provide a response, it is automatically saved.
  • (Optional) Clicking on the date below the response allows you to specify a time of day when that action was completed.
  • Click on “Goals” by your name at the top of the page to return to the My Goals page and see your point total

 

Note: Once you’ve begun recording progress on a Commitment, that Commitment cannot be deleted.

 

Completing a Goal

Once you’ve completed a Goal, you can mark it as Achieved (you don’t need to complete all Commitments in order to mark a Goal as achieved).

 

On the My Goals page, click on the Goal, and check the “Not yet achieved” box above the Goal name. This marks it achieved, and sends it to your “Completed Goals”.

 

Once a Goal is added to your Completed Goals, there are some additional steps to take:

  • Notify a supervisor by clicking “Send to Supervisor” (the supervisor must be one of your 360 Relationships).
  • Select one from the drop down list and click “Send to supervisor”. You can only send to one.
  • The selected supervisor will be notified, can review and verify the completed Goal.
  • Once verified as Completed, this will appear in reports and on your Profile. Congratulations!

 

Progress Towards Objectives

Progress on Objectives is recorded automatically, so you really are just viewing progress towards them here. See Viewing Progress Towards Goals and Objectives.

 

 

 

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Version(s): GideonSoft 2020 Release 1 and later