Without having any goals set it's impossible to hit the target. In any team or organization there must be a clear and well-defined objective for employees to work towards. Through creating SMART Goals, any leader can easily guide their team to success. The acronym SMART stands for Specific, Measurable, Attainable, Relevant and Time-bound. Essentially, through the SMART Goals template, you will be able to set realistic objectives with precise instructions.
PeopleGoal streamlines the process of setting goals, breaking down any type of goal from complex organization-wide objectives to individual milestones. The app template is ready for use from the second you install it, or you have the freedom to customize it according to any of your needs using our simple, no-code workflow builder.
Following the steps below, you'll be able to install and set up SMART Goals in the blink of an eye:
Now let's get stuck in.
The template is pre-built with questions and states installed and ready for use. If you don't require any further customization then skip ahead to step 4.
Should you wish to configure the SMART Goals to add your own custom fields and states, click the Template menu tab, then Edit template. The template is currently set up with a text area to describe your goal, followed by each of the SMART Attributes and a read-only Goal Approval section.
Elements are individual form fields that allow you to set your goals. You have the ability to change each element to suit your unique process and company culture. This might involved altering elements to be text questions, rating selects, display-only field or numerical calculations.
In this example, we change up the "Describe your goal in a few short sentences" field to have a different title and display text. Additionally, the size of the respondent's text area has been increased to enable a longer response.
Note that any changes made are only applied to that specific element. This means that if you change the size of the respondent's text area, this will not affect other elements. If you want the altered text area to be set across multiple elements, there is an option to duplicate an element once you've got it set to how you want it.
Reordering is very straightforward - simply click and drag to change the element or section order.
A new element that's useful to add to your first section is a display-only Description or Richtext area. For example, you can use this to inform employees and managers of the types of questions or desired results they should consider when setting their goals.
In the example below, you can see we've added a new Personal Targets section with multiline options. This will prompt an employee to specify three personal targets that they should aim to complete in achieving the set goal.
SMART Goals are designed for a certain employee to get clarity about the work they need to complete. Whilst each employee is set specific tasks, they are still contributing to the overall company objectives. By allowing employees to align their goals with wider objectives, this provides all involved with greater insights for tracking target completion. Make sure that you have the Company objectives app installed to connect these two apps.
As demonstrated in the example you could search "Company Objectives" or "OKRs". Whatever options you enter in this box, will then become available for employees to select and connect with their SMART Goals.
States are the steps in your SMART Goals workflow, and each state has its own participant. The employee is the participant in the "Create Goal" state, which represents one state. In the same way, the "Approve Goal" and "Update Goal" are states.
You can add as many states as you like to your SMART Goals workflow, which enables you to easily create a complex process where each stakeholder can participate. Additionally, it is possible to control the visibility of sections (and individual elements) in every state. These can be set to read-only, editable or hidden for the selected state participant.
In this example, we have created a state for a second Goal Approver. We've added a section for this state so that we can enable an additional manager or leader to verify the goals set by the employee. This way the goal cannot be approved until two independent leaders give their approval.
To do this, we created a new state, entered all of the relevant information and toggled the state so that all sections and elements are visible but not editable. Then we simply scrolled down to the pre-existing Goal Approval section and duplicated the element, before making the relevant elements editable.
You can remove any states that you do not need to use.
For this example, our team no longer needs two individuals to approve employee goal setting. As a result, we will delete the second Goal Approval state. Since we now only have one Goal Approver, we can delete the second Goal Approval section in the app template so that these questions do not appear in the workflow.
Each state has a default status flag which indicates to participants what stage of the process their item is in. Your SMART Goals app is pre-built with default status flags, which you can alter.
It's advisable to delete status flags that are unused so that they don't clutter up your item filter once you start setting goals.
Participants are the individuals involved in the goal setting and each state has one participant. In setting SMART Goals, you can automate the process of selecting the necessary participant to approve the goals based on your account Relationships. Alternatively, you define an individual as the state participant, or leave this blank for the employee to select all participants in their review.
Setting up your participants based on relationships means that when an employee's SMART Goal is created, all of the people who need to be involved in the workflow are automatically assigned.
Below, you can see how we set the default relationship for the Goal Approver role to Manager.
Typically all involved in the process of goal setting should be able to see each step in the making of goals. This is how the template is set up as default - all participants are set to Full visibility. This means that participants can see the goal in progress even if they're not the participant who owns the current state.
Should for any reason you wish to make the comments of the Goal Approver hidden, then you can do this by simply changing the Goal Owner's visibility to Limited visibility.
Permissions control access to your app within your PeopleGoal team. Different levels of access will determine to what extent users can create/edit their goals.
For SMART Goals we'd recommend you set the permission to "Create and view". This means employees can create goals for themselves and can also view what other team mates have been setting as goals.
Separate from team and user permissions, you can set a relationship permission that automatically gives the superordinate access to create, view and edit the items just for their subordinate. This is especially useful in SMART Goals so that managers can create, view and edit goals for their direct reports.
The user who installed the Performance app template has Owner permission by default. App owners are different to account owners, so you can be an app owner without having access to any of the Account settings. Any specific team and user permissions supercede the default permission type.
High five! You're now set to start getting your employee SMART Goals set. To do this you either need to create them for individuals or prompt them to create their own.
At PeopleGoal, we appreciate that every organization has its own unique culture and way of getting things done. Our software captures every single data point from your SMART Goals in the Data table, enabling you to build custome reports and automated charts. Check out our Reports building article to learn how to create your own custom reports and analytics tracking.
Having got your SMART Goals app up and running, come and take a look at our other apps that you can install within your Performance workspace. It might be particularly helpful for your goals setting to establish your Company Objectives, if you haven't done so already. You may also want to arrange some One-to-Ones with employees to gather insights and for establishing the individual's personal experiences of achieving their set goals. You can find all of these and more in our App Store.
PeopleGoal Support Team
Account Management & Implementation Specialists