Creating and Using Templates in Goalscape Online

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 they create a customized version in Goalscape Online and share that version of the project privately with that client. This provides exceptional added value for their clients, at no additional cost.

To do this:

  1. Build a generic version of your consulting or coaching strategy as a project in Goalscape Online. Download it as a .gsp file using the 'down from the cloud' button at the top of the Goalscape Online screen and save it on your hard drive, then Close the project (if you ever need it again you can reopen it from the Home tab).

    Tip: in the Save As window, include the word 'template' in the filename (NB you may also need to enforce the '.gsp' suffix in the filename, since some OS may try to change it to '.xml' or '.txt'.).

  2. To use that template to create a new instance of the project in Goalscape Online, Upload the .gsp using the 'up into the cloud' button at the top of the screen.

    Change the name of the Main Goal at the centre straight away to avoid confusing this new instance with any other versions. Tip: use the client's name at the start of the Main Goal name – then when you have more than one project open in your workspace, the tab label will clearly identify each project.

  3. At an initial 'workshop' session with each client, develop and agree their personalized Goalscape project, based on their specific goals, resources and timescales. You can do this in a face-to-face session, or in a webmeeting using screenshare.

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

  5. Use the shared Goalscape Online project to communicate about any issues and track progress. Since everyone involved always sees the latest version, the 'project review' process is effectively ongoing, which saves a lot of time in periodic meetings (and may even make those meetings redundant).

    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.

  6. Refine the original template as required, based on new solution paths found and on feedback from clients.

Note that because of the way project sharing works in Online, only those who need to be able to update multiple projects will need a paid Unlimited subscription. Those who only need to be able to update one shared project (and one small project of their own) can operate as Free users (they can also be given View access to an unlimited number of additional projects).

May you and your clients achieve great goals!