Creating and Using Templates in Goalscape

Unlimited subscribers can create or upload an unlimited number of Online projects. So consultants and coaches can define a generic version of their project (including their logo and brand colors) and use it as a template: for each client (or athlete) they create a customized version in Goalscape Online and share that version of the project privately with that client, which delivers exceptional added value.

To do this:

  1. Build a generic version of your consulting or coaching strategy as a goalscape (project) in Goalscape Online. Include the word 'template' in the Main Goal name (you may also want to use a datestamp).

  2. Download it as a .gsp file using the Project > Download > Goalscape GSP Project (or the 'down from the cloud' button at the top of the Goalscape Online screen) and Save it on your hard drive, then Close that goalscape (you can always reopen it from the Home tab). NB you may also need to enforce the '.gsp' suffix in the filename (some OS may try to change it to '.xml' or '.txt').

  3. To create a new instance of that goalscape in Goalscape Online, Upload the .gsp using Project > Upload > Goalscape GSP Project (or the 'up into the cloud' button at the top of the screen).

    Change the name of the Main Goal at the centre straight away – that will prevent any confusion with the original template or any previously-uploaded instances. Tip: use the client's name at the start of the Main Goal name to identify each goalscape by tab label and in the list under the Home tab.

  4. At an initial 'workshop' session with each client, develop and agree their personalized goalscape, based on their specific goals, resources and timescales. You can do this in a face-to-face session, or in a webmeeting using screenshare, both looking at the same goalscape.

  5. Share the goalscape with the person (or multiple people within a client organisation) – giving them Admin, Edit or View access.

  6. Use the shared goalscape to communicate about any issues and track progress. Since everyone involved always sees the latest version, the review process is ongoing, which saves a lot of time in periodic meetings (and may even make most of those meetings unnecessary).

    Tip: use Goal Comments to discuss any issues on a goal and to record any key changes made – eg goals completed or problems solved (or not!) – and to send email notifications to the people involved.

In your work with each client you can add new goals as required (and delete completed or dropped ones) and adjust priorities to adapt to changing circumstances. Some challenges take a long time, so identify goals for each quarter (or month) and use Tags ('Now' and 'Next') to focus on immediate tasks. And always celebrate the wins to reinforce everyone's motivation!

You will also find generally applicable shortcuts and learn new ways of doing certain tasks based on new solution paths found and feedback (from clients, coaches, athletes and others). As you refine your process(es), remember to update your original template, then Download it (Step 2 above) and use the latest version for future Uploads (you can archive or delete the previous version on your hard drive).

May you and all your clients, coaches and athletes achieve great goals!