Perform assessments on active goals, completed goals, goals that have passed their due dates, or milestones. Some organizations require users to assess their goals at the end of every quarter, but others may encourage their users to assess more frequently.
- Navigate to the goal list and find the goal you wish to assess.
Note: If you are assessing a goal on completion or the quarter is over, the Assessment modal will appear automatically when you log in.
- Click the Details "..." > button in the Actions column on the goal and click the Assessments option in the pop-out window. Click the Assess button in the window.
- Choose a score you feel best represents your performance on the goal thus far.
- Enter a comment to assess your performance. Outline successes and challenges, or leave a simple status.
- Click Save.
A new quarter has begun, and you’re ready to create new goals. But first, you need to finalize your goals from last quarter. That’s where final check ins come in.
Note: Quarters are the default business period in BetterWorks. If your organization uses other types of business periods, like trimesters, or monthly goal cadences, don’t worry; you’ll be prompted to complete your check in as soon as the period your organization uses concludes.
Understanding final check ins
A final check in is the last action you perform on a goal before it’s complete. Completing a goal with a final check in lets you reflect on your goal, get credit for your work from your manager and colleagues, and enter a final assessment (if assessments are enabled for your organization).
If assessments are enabled for your organization, you’re prompted to close out last quarter’s goals by a card on the landing page. What happens when you click Assess Goals will vary based on your organization’s assessment settings.
If your organization requires goal scoring at the end of each goal period, a modal appears which prompts you to score your goals to continue.
You can delay this step by clicking Not Now, but scoring goals is not optional. You must score these goals to complete them.
When you click Assess Goals, you will be taken to Meeting View, where you can assess any goals from last quarter.
If your organization has assessment set to optional, a modal appears which gives you the choice to assess your goals or not.
If you do not want to score your goals, click Dismiss.
If you click Assess Goals, you will be taken to Meeting View, where you can assess any goals from last quarter.
If your organization has not enabled assessment, you’re prompted to complete a final check in on last quarter’s goals.
If you click Go to Goals, you will be taken to the Goal List view, where you can perform a final check in to leave a comment and update progress.
Sometimes completing a goal isn’t a simple matter of getting 100% on its progress bar. You may complete a goal early in the quarter and later determine there is more work to be done. You might also end up having a goal that vastly exceeds your estimation of 100% completion.
Alternatively, you may not reach 100% on a goal before the end of the quarter, but want to complete it and move on regardless. What happens then?
Regardless of a goal’s state, you’ll get prompted to do a final check in before the next business period starts. A final check in closes your period’s goals and clears the way for the next ones.
Read on to learn more about all the ways to complete your goals.
Continuing to work on a completed goal
If you reach a goal target early in the quarter, you can continue to work on it. If you need to, you can add more milestones from the goal detail page.
For example, Monica, a Marketing manager, has a goal to hire and train three new reports this quarter. She hires them and accomplishes their training quickly, so her goal reaches 100%.
Later, Monica realizes she has budget to attend a networking event with her new hires. She adds milestones related to the networking event to the hiring goal and assigns them to each new hire. The goal progress drops below 100%, but is completed once they attend the event together.
Getting over 100% on a goal
It’s possible to get over 100% on goals. You sometimes get over 100% when your goal progress is tracked by:
- an integration, like the JIRA or Salesforce integration, or
- a metric, like dollars of revenue or number of items produced, and
- you set a target value to achieve with this goal
If you achieve 100% on a goal, you’re prompted to close it and create another, but you don’t have to. You can leave the goal active and continue tracking your progress beyond the 100% mark. It’s up to you!
Note: Remember, goals are supposed to be aspirational. If you’re routinely getting over 100% on integrated or metric-based goals, you may want to consider making your targets more ambitious.
Finishing a goal without reaching 100%
If you reach the end of the quarter and haven’t achieved 100% on a goal, it’s okay. Just complete it and start again with a new goal.
At the end of the quarter, you’ll be prompted to do a final check in for your goals.
Finishing a goal without reaching 100% is not necessarily a bad thing. Effective goals are supposed to be challenging and meaningful, which means they’ll be hard to complete. Reflect on your work, see if there are improvements to make, and start again next quarter.
Navigate to the goal detail page for the goal you wish to assess, then open the Actions menu and click Assess.
By default, assessments are private. Only a goal’s owner and their manager will be able to see them. Admins can set assessments to be public by default, which may be useful if your organization is using OKRs. Check with your BetterWorks administrator to confirm whether your assessments are public or private.