BetterWorks Plans Overview

by Fred Pukay

Starting a BetterWorks Plan will help you accomplish as much as you can over more time than just one quarter. A BetterWorks Plan is a set of goals linked together by a unifying theme or larger vision. Unlike goals, Plans can exist over multiple business periods; for example, four concurrent quarters (or one fiscal year).

Starting a new Plan

You can start a new Plan on the Plans page. Clicking Plans in the top toolbar opens the Plans page. From this page, you can create, modify, and delete Plans. You can also see any other Plan in your organization.



Note: Remember, Plans are always public. When you save a new Plan, it is visible to anyone in your organization. Because Plans are public, you can only add public goals to them, and any goal created in a plan  will also be public. If you add a goal to a Plan and then change that goal to private, it will be removed from the Plan.

  1. Click Create a Plan. The Plan fields become configurable.
  2. Type a name for your Plan.
  3. Type a description for your Plan.
  4. Click Save.

Your new Plan appears in the Plans page in edit mode. From edit mode, you can add content to your plan right away.

Once you’ve put goals or Smart Rows in your plan, remember to click Save.


If you want, you can further customize your Plan by adding rows to it. Alternatively, you can add goals to the Plan.

Adding Smart Rows to a Plan

Smart Rows are an easy to way to distinguish between different types of work in a Plan. Rows give organizational structure to a Plan’s goals.

You can use Smart Rows for a number of different tasks:

  • To differentiate between Plan members (for example, Row 1 is for Ahmed’s goals, Row 2 is for Emily’s goals, and Row 3 is for Chris’ goals)
  • To differentiate between teams’, groups’, or departments’ contributions to a plan (for example, Row 1 is for the Engineering team’s goals, Row 2 is for the Product team’s goals, and Row 3 is for the Marketing team’s goals)
  • To differentiate between different priority work (for example, everything in Row 1 must be completed to launch a new marketing campaign, but Rows 2 and 3 have less impact on overall success)
  • To break up a product portfolio Plan (for example, each Smart Row tracks goals for a different product line)
  • To divide Plan work by regions (for example, Row 1 is for EMEA, Row 2 is for the Americas, and Row 3 is for Asia)

To add new Smart Rows to a Plan:

  1. From the Plans page, click into the Plan you wish to change.
  2. Click Edit Plan. Edit mode opens.
  3. In edit mode, click the pencil icon next to any Smart Row name to rename it.
  4. Type the new name and press Enter.
  5. Scroll to the bottom of the page and click Add Row to add a new Smart Row to the Plan.

Deleting Smart Rows

To delete a Smart Row from a plan, just go into edit mode and click the X next to the Smart Row you wish to delete.


If you delete a Smart Row with goals in it, the goals will also be removed from your Plan. 

Adding goals to a Plan

You can either choose a goal from your organization’s existing public goals and add it to the plan, or create a new goal for the Plan.

Creating a new goal for a Plan

To create a new goal for the Plan, fill out the fields in the “Create a Goal” section of the modal.

There are a few important things to remember about goals created in a Plan:

  • Creating a goal for a Plan is just like creating a goal in the goal creation page. The goal is added to your goal list and counts toward your overall progress for whatever business period it exists in.
  • It’s possible to create a goal for the future, such as next quarter. If you do, that goal will not appear in your goal list or count toward your overall progress until the business period it is created for.
  • You do not have to own every goal in a Plan. You may have direct reports, coworkers, or others who need to contribute to your Plan. That’s okay! Just assign the goal to them when you create it. 

With that in mind, enter the following information in the “Create a Goal” section.

  1. From the Plans page, click into the Plan you wish to change.
  2. Click Edit Plan. Edit mode opens.
  3. Click Add Objectives. The goal add modal opens. The "Create an Objective" section is the default section.
  4. Type a name for your goal.
  5. Choose a goal owner. By default, you are the owner.
  6. If your organization requires it, set a category for your goal. 
  7. Optionally, enter start and end dates for your goal. By default, the goal is set to begin and end in the current business period. The dates for that period appear in the date fields automatically.

    If you want to set a longer-term goal, such as one that begins in Q1 and ends in Q3, simply adjust the start and end dates.

  8. Click Create. That's it! The goal appears in your plan. Be sure to Save your changes before exiting edit mode.


You can create as many goals as you like for the Plan. ou may also want to add an existing goal to your Plan. If that’s the case, read on.

Adding an existing goal to a Plan

If you already know of a goal that would fit in your Plan, you can add it to a Plan by editing it.

  1. From the Plans page, click into the Plan you wish to change.
  2. Click Edit Plan. Edit mode opens.
  3. Click Add Goals. The goal add modal opens.
  4. In the header section, click “Find a Goal.” A dropdown menu appears.
  5. Click into the dropdown and type to find an existing goal. You can search for goals or for people.
  6. Optionally, you can add goals from previous business periods. Search for those by clicking the “Include goals from the past” checkbox.
  7. Optionally, if the Plan has more than one Smart Row, you can choose which Row to assign the goal to.
  8. When you find a goal to add to the Plan, click Add. You can add multiple goals simultaneously.
    That's it! The goal appears in the Plan. Be sure to Save your changes before exiting edit mode.


Removing goals from Plans

Once you have goals in your Plan, you may need to make changes to them as time progresses. You can change which goals are in your Plan in edit mode.

  1. From the Plans page, click into the Plan you wish to change.
  2. Click Edit Plan. Edit mode opens.
  3. Find the goal you wish to edit and click the down arrow next to its name. The goal edit menu appears.
  4. Click to Remove the goal. Removing the goal takes it out of the Plan, but does not delete it from BetterWorks.

Deleting Plans

If you need to delete a Plan, it’s simple. You can do it from edit mode.

  1. From the Plans page, click into the Plan you wish to change.
  2. Click Edit Plan. Edit mode opens.
  3. Click the actions menu button. A dropdown appears.
  4. Click Delete. A confirmation modal opens. 
  5. Click Delete again to delete the Plan.

Important: Deleting a Plan is permanent. When you delete a Plan, there is no way to restore it.



How do I find other people's Plans?

Access all the Plans in your organization by clicking Plans in the top toolbar, and clicking All Plans. To see only your plans, click My Plans.

Who can see BetterWorks Plans?

Everyone! All Plans are public. Because Plans are public, they can only include public goals.


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