Goal Management | User Docs | Striven
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Goal Management

Support Guide

Table of Contents
Goal Set Up Managing Goals Recap FAQs

  • Overview

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    Striven’s Goals feature is a versatile tool for tracking individual, team, and divisional progress toward significant achievements. It offers diverse Goal tracking, encompassing everything from Employee development to strategic organizational initiatives. A fundamental aspect is the ability to differentiate goals through Goal Types, allowing administrators to categorize objectives like Performance Improvement or Revenue Generation for tailored organization and precise analysis. Furthermore, Striven enhances Goal management by enabling interconnected relationships between individual Goals, which is particularly valuable for complex initiatives where smaller Goals contribute to a larger objective.

    Read this guide if you are trying to:
    ✔ Keep tabs on achievements for individuals, teams, or departments.
    ✔ Group objectives for custom organization and accurate tracking.
    ✔ Link individual goals that support a bigger objective.

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  • Goals Set Up

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    Before you begin using Goals in Striven, a few steps should be taken to complete the set up of Goals to meet your company’s objectives. Adding in Goal Types and Goal Categories will assist in accurately tracking the type of achievements that your Employees are working towards.

  • Permissions

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    The following permissions will need to be configured for the Employee’s User Role if they will be managing or viewing Goals in Striven:

    • “Goal Types – Add/Edit”
    • “Goals”
    • “Goals – Add”
    • “Goals – Add/Edit”
    • “Goals – View”

    A list of Goal Related Permissions

    Example of Goal Related Permissions

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    Learn more about managing User Roles and Permissions in Striven by reviewing the User Roles Guide.

  • Goal Types

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    Goal Types are a way to separate the various kinds of achievements that are being worked towards. Each Goal Type can have Custom Fields configured in order to track specific information related to the sort of work being done. Goal Types that are affecting a larger group from the company can also be added to the Company menu above the Goals option in order to allow easier access.

    To access and manage Goal Types, navigate to Company → Settings → Company → Goals → Types.

    Below is a screenshot illustrating how the Goal Types list appears and a description of what can be accomplished there.

    1. Add Goal Type: Opens the Add Goal Type page which allows the user to add a new Goal Type to Striven.
    2. Search Filters: To narrow results listed on the Goal Types list the following search filters can be used:
      • Goal Type: Searches based on the name of the Goal Type.
      • Status: By default only Active Goal Types will be displayed, but Goal Types that have been deactivated can be searched by changing the Status search filter to Inactive.
      • Show Only Displayed in Menu: Shows results for Goal Types that have been configured to appear in the menu.
    3. Type: Lists the name of the Goal Type. Clicking on the name will open the Goal Type page in order to make configuration changes as needed.
    4. Deactivate: Moves the Goal Type into an Inactive status and will not appear on the Goal Types list by default.
    The Goal Types List

    Example of the Goal Types List

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    Adding Goal Type

    Clicking on the plus sign icon from the Goal Types list will open the Add Goal Type page which has an array of configuration options.

    Below is a screenshot illustrating how the Add Goal Type page appears and a description of what can be accomplished there.

    1. Type (Singular): Displays the Goal Type name in a singular form.
    2. Type (Plural): Displays the Goal Type name in a plural form.
    3. Description: An overview or definition of the Goal Type to provide more explanation and context.
    4. Add to Menu: With this option enabled, the Goal Type will be displayed in the Company menu which will access the Goals list prefiltered to only display Goals with the selected Goal Type. Once this option has been saved, the system will take up to 30 minutes for the menu to reflect the changes.
      • Menu Item Alias: How the Goal Type will appear in the Company menu.
    Adding a Goal Type

    Example of Adding a Goal Type

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    Goal Type Custom Fields

    Once the Goal Type has been saved, the waffle menu can be used next to the Goal Type name in order to access the Custom Fields option for the Goal Type.

    To learn more about setting up and managing Custom Fields, review the Custom Fields Guide.

    The Custom Field Menu Option for a Goal Type

    Example of Custom Field Menu Option for a Goal Type

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  • Goal Categories

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    Goals can be organized using Categories, which provide an additional layer of classification. Striven supports a hierarchical structure for Categories, enhancing the utility of search filters and overall organization.

    Learn more about adding and managing Categories in Striven by reviewing the Category Management Guide.

    To manage and add Goal Categories, navigate to Company → Settings → Company → Goals → Categories.

    The Goals Categories List

    Example of the Goals Categories List

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  • Managing Goals

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    Now that you have successfully configured your Goal Types and Goal Categories, you are ready to embark on the process of adding and effectively managing goals. Striven offers a flexible system designed to support Goal setting at various organizational levels, ensuring alignment and promoting accountability.

  • Goals List

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    The Goals list serves as a repository for all active and inactive Goals within the system. It provides key information at a glance, eliminating the need to access individual Goals. Users can also quickly update a Goal’s target status, on or off, directly from the list.

    To access the Goals list, navigate to Company → Goals.

    Below is a screenshot illustrating how the Goals list appears and a description of what can be accomplished there.

    1. Add Goal: Opens the Add Goal page which will allow you to add a new Goal to be tracked.
    2. Search Filters: There are an array of search filters to help narrow down results listed which includes:
      • Name: Narrows down results based on the name of the Goal.
      • Person Responsible: Will only display Goals that have the selected Employee as the person responsible.
      • Date Range: Will adjust results based on the Target Date listed on the Goal.
      • Category: Filters the results based on the Categories that are set within the Goal. This search filter allows for multi-selection.
      • Goal Type: Adjusts results based on the Goal Type that is selected within the Goal.
      • Status: Changes the search results based on the current status of the goal. Statuses include In Progress, Future, Achieved, Not Achieved, Canceled, and Inactive.
      • Member: Will display results based on the members that are set within the Goal. Members may include Employees, Teams, or Divisions.
      • Only Show Off Target Goals: Removes Goals from the list that are currently on track.
    3. Name: The name of the Goal that is being tracked. Clicking on the Goal name will open the Goal Info page for additional details.
    4. Type: Lists the name of the Goal Type that is set within the Goal.
    5. Person Responsible: Lists the Employee who is set as the person responsible for the overall achievement of the Goal. Clicking on the Employee’s name will open the Employee Information card for additional details.
    6. Start Date: Lists the date that the Goal is intended to start being tracked and worked on in order to achieve the Goal.
    7. Target Date: Shows the date that is intended to be when the Goal should be completed and achieved. Clicking on the date listed in this column will open the Update Target Date window which allows the user to change the date without accessing the Goal Info page.
    8. Status: Shows the current status of the Goal. Clicking on the status listed in this column will open the Update Status window in order to update the status without having to access the Goal Info page. Statuses include In Progress, Future, Achieved, Not Achieved, Canceled, and Inactive.
    9. On/Off Target: Indicates if the Goal is currently on track or off track with the overall achievement being aimed for. Using the toggle option in this column allows the user to update this information without having to access the Goal Info page.
    The Goals List

    Example of the Goals List

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  • Adding Goals

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    Click the plus sign icon at the top of the Goals list in order to access the Add Goal page. Below is a screenshot illustrating how the Add Goal page appears and a description of what can be accomplished there.

    1. Name: Indicates what the goal is and will appear within the Goals list.
    2. Type: Indicates what kind of Goal is being tracked. Custom Fields will become available based on the Goal Type that is selected here.
    3. Status: By default the status of the Goal being created is set to In Progress. This can be changed before saving the Goal to another status such as Future, Achieved, Not Achieved, Canceled, and Inactive.
    4. Person Responsible: Indicates the Employee that is responsible for the overall achievement of the Goal. Multiple Employees, Teams, or Divisions can be added as members to a Goal, but only one Employee can be selected as the person responsible.
    5. Off Target: Indicates the Goal is off target upon creation.
    6. Start Date: Indicates the date that members of the Goal should begin working towards achieving the Goal.
    7. Target Date: Indicates to the members of the Goal when the achievement should be accomplished and completed.
    8. Category: A multi-select option to further categorize the Goal.
    9. Description: Allows more context or information to be added to the Goal with a rich-text editor.
    10. Related Goals: Creates a relationship between multiple Goals. If a Goal is related to the Goal being created, the existing Goal will also have this section updated to reflect the relation on both sides.
    11. Members: The Goal members are the employees who will be actively working on achieving the overall Goal that is being tracked.
      • All Members Have Full Access: Members that have Full Access will have the ability to update the status of the Goal. Members without Full Access can view and edit the Goal information but will not have the option to update the Status. Enabling this option will set all members to have Full Access.
      • Add All Employees as Members: Rather than selecting individual Employees, Teams, or Divisions as members, this option can be checked to indicate all Employees are considered members of the Goal.
      • Select Employee/Team/Division: Allows for the selection of individual Employees, Teams, or Divisions to be considered members of the Goal. Once they have been added as members, an additional option will be listed next to each name to grant the user Full Access to the Goal.
    12. Custom Fields: If Custom Fields have been saved within the Goal Type, they will appear in this section once the Goal Type has been selected.
    The Add Goal Page

    Example of the Add Goal Page

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    Goal Actions

    Once a Goal has been saved, additional actions and information is available at the top of the Goal Info page. Below is a screenshot illustrating how the Goal Info page appears and a description of what can be accomplished there.

    1. Actions: Clicking on the Actions icon from within a Goal will allow the user to complete the following functions:
      • Update Status: From the Actions menu, the status of the Goal can be updated by choosing one of the following:
        • Mark As Future
        • Mark As Achieved
        • Mark As Not Achieved
        • Mark As Canceled
        • Mark As Inactive
      • Duplicate Goal: Creates a copy of the Goal along with the information that has been saved in the original Goal.
    2. Audit Log: Tracks all changes to the Goal, including the Employee who made the updates and a date and time stamp for each modification.
    3. Discussions: Opens the Discussions page for the Goal. Any Discussions created from here will be related to the specific Goal.
    The Actions Available in a Goal

    Example of Actions Available in a Goal

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  • Recap

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    With this Goals Management Guide, we have learned how to create and customize Goal Types to differentiate the different kinds of Goals being worked on. We’ve covered the different ways to keep track and update the status and information of Goals through the Goals list and the Goal Info page. Additionally, we have reviewed how members can be added to Goals and the different access levels each member can be granted to the Goal.

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FAQs

  • What’s the main difference between a Goal Type and a Goal Category?

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    Goal Types are broader classifications that often define the kind of achievement. They can also have specific Custom Fields associated with them to track relevant data. Goal Categories provide an additional layer of organization within your Goals, allowing for more granular grouping and enhanced search filtering.

  • What’s the difference between “Full Access” and regular member access for a Goal?

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    Members with Full Access to a Goal have the ability to update the Goal’s status (e.g., Mark As Achieved, Mark As Canceled) directly. Regular members can view and edit the Goal’s information (like description, dates, or custom fields) but cannot change its overall status.

  • If I duplicate a Goal, does it also duplicate the audit log or discussions?

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    No, when you duplicate a Goal, it creates a clean copy of the Goal’s information. The audit log and discussions are specific to the original Goal and will not be carried over to the duplicated Goal.

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