Statement of goals

davut.yildiz's Avatar


16 Jul, 2018 08:09 AM

I am tracking our teams goals in monthly periods ,

1- some times can be posible of exceedind the defined goals from our teams.
how can i visualise this statemet ?

2- it can be also posible that a team can arrive a goal from a following next period.
how can i visualise this statemet ?

3- some teams divides their goals to periods like %20, %20,...
and can be possible that the realization can be like %10(%50 of first perid goal),and %30 (%150 of second goal) etc.
how can i visualise this statemet ?

  1. Support Staff 1 Posted by Richard Parslow on 16 Jul, 2018 12:30 PM

    Richard Parslow's Avatar

    Hello Davut

    Thanks for your inquiry.

    1. Goal Progress ranges from 0% to 100%. If you have specific numerical (eg financial) targets that can be exceeded, you can use color-coding (or Tags) to indicate when these targets are surpassed (and by how much). You can include the details in Notes (or in a separate Custom Notes tab), or as attached spreadsheets, say.

    2. The best way to use Goalscape is to set up a single 'overall' project to include all your goals, regardless of the time period. This will be your 'single central source of truth'.

      If you enter Start and Due Dates on your goals you can use the Highlight Sidebar to see (say) all the goals in the overall project that are due in a particular time period ("Due before [date]").

      Or, if you wish to divide your overall project into distinct time periods, you can just C&P all your monthly projects into the main project as Level 1 subgoals.

      Either way, when a team achieves a goal in advance of its due date (even a month early), all you need to do is to check off that goal as complete (100% Progress). Again, you can use color-coding to indicate overachievement of goals (by time as well as target), with details in the Notes.

    3. Simple: set up the 'periods' as subgoals, with their Importance corresponding to the percentages you mention (20%, 20%...). Then when they have completed 50% of one of these (say) you enter 50% Progress for that subgoal: the Progress in the parent will be incremented by 10% (ie 50% x 20%).

      Again, if a team overachieves a subgoal, check it off as Complete (100% Progress) and use color-coding to indicate the overachievement.

    Note that this means that a team cannot 'achieve a goal' merely by overachieving on some particular aspect of it (and ignoring everything else). So it enforces some rigor in the process – and produces a more accurate overall view of what is really going on in your projects. To achieve a goal, a team must complete all its subgoals (according to the targets defined and agreed for each subgoal).

    This ensures that teams address every part of an undertaking assigned to them, rather than focusing on 'hitting the numbers' in a specific area (eg to earn a bonus). Remember too that psychology (and numerous studies) tell us that people will always relax and reduce their efforts once (financial) targets are achieved (and bonuses secured). So while it is essential to recognise (and reward) overachievement, it is also important that people always have current goals to work towards – and in fact people are happier when they are working productively towards their goals than they are when 'twiddling their thumbs' after having achieved them!

    Lastly, as you are probably aware, as an Unlimited user you can Share your project(s) with Free users – and even give Free users Edit access to 1 large shared project. So it also makes economic sense for you to use a single overall project that you share with all your team members. If you create separate projects for each month, then at the end of every month you will need to change all your collaborators' access to View on the previous month's project and Share the next month's project with them – which can lead to confusion and potential errors.

    The alternative, if you want to give every team member Edit privileges on all the monthly projects, is to purchase Unlimited subscriptions for everyone – although this too could still cause confusion when you switch projects at the end of every month.

    All the best


  2. 2 Posted by davut.yildiz on 16 Jul, 2018 01:34 PM

    davut.yildiz's Avatar

    Hello Richard,

    Color coding and explain in notes sounds good.
    How i can i do this via csv import ? can i give some color information ?
    manual editinig over than 100 records can be hard .

  3. Support Staff 3 Posted by Richard Parslow on 16 Jul, 2018 02:15 PM

    Richard Parslow's Avatar

    Hello Davut

    Thanks for the additional background.

    Right now Color is not one of the goal attributes exported using Download As > Download as CSV data, so it is not supported in the corresponding Upload Other > Upload Goalscape CSV process. Following your question here we are investigating including it in a future Update.

    In the meantime you can use Tags – just add a column with the header 'Tags' and use the functionality in Excel (or other spreadsheet application) to set that to (say) Y when the figure in another column is > 100%. Then Upload your CSV to create a Goalscape project (for details about this see the Update details blog and the video therein).

    In Goalscape you can use the Highlight sidebar to find all the goals tagged 'Y' – and if you wish you can color-code them yourself, using the right-click option. NB there should not be too many of these overachieved goals anyway: if there are lots of them, it means the targets for those goals were not ambitious enough!

    Thanks again for raising this matter. Watch out for announcements...


  4. Support Staff 4 Posted by Richard Parslow on 11 Oct, 2018 11:19 AM

    Richard Parslow's Avatar

    Hello Davut

    Following you feature request here, you will be pleased to know that the next Updates (for both Online and Desktop) will include support for a Goal Color column in the exported CSV file – and in the 'Goalscape CSV' file than can be imported.

    These updates will be released very soon – watch out for the announcement.



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