- How often should I check in?
- Can I edit my goal once I start making progress?
- How is the objective progress color calculated?
- How do I change the Target Value of my goal?
- How do I set up advanced progress settings?
To create milestones/key results, simply navigate to the section of the goal/objective page that reads "Add a milestone" or "Add a key result." You may need to first click the user portrait or initials icon next to the milestone. Click the + sign and enter the name of the milestone/key result and adjust your target metric as needed. Click Save.
Users can also create milestones for other people if they need collaboration to complete a goal. Clicking the user portrait or the initials icon next to the milestone during or after creation opens the option to assign the milestone to someone else.
Metrics enhance and add measurable detail to milestones.
Milestones have metrics associated with them during the creation process. One example of this is 0/100 percent complete - you can change the units as desired. To add or remove a metric after a goal is created, navigate to the goal list, click on the "..." additional actions button on the milestone, and click the Quick Edit function.
- To set a range metric, create or edit a goal and enter a target value and unit for a milestone
- Click Advanced options to open more progress settings
- Click Set a range for this milestone and input floor and ceiling breakpoints
- Click Save.
To create a reduction metric, navigate to the goal list page or create a new goal.
- Enter a new milestone or edit and existing milestone. In the target value field, enter the target value to achieve. In the example below, the desired result is to reduce average call time to 20 minutes, so the target value is 20 minutes.
- Click Advanced options to expose the “Enter starting value” checkbox.
- Click the checkbox. A text field appears.
- Enter the starting value in the text field. In this example, the starting value is 45 because the current call times are 45 minutes and the user wants to reduce that number.
- Click Save.
When adding a new reduction metric, the starting value displays before the target value. This means they’ve done it correctly; the point is to reduce the starting value to the target value.
To track progress against this metric, the user should enter the current value of the unit. For example, if average call time reduced from 45 to 30 minutes, the user would check in with 30 minutes as the amount.
Using reduction goals
Users can also track reduction progress for goals, not just metrics. To track reduction progress on a goal, there must be at least one numerical metric for the goal.
- Open the More options menu during goal creation process, or Edit an existing goal and select the Progress Settings button in the pop-out window.
- If anything other than average all milestones is selected, you'll have the ability to set a starting value and also set a target metric for the goal as noted below.
- Enter a starting value and any other options that may apply to this goal.
- Click Save.
Some goals are too big to achieve alone. You may need to delegate an action, track someone else’s contribution, or just share the load a little bit. If you need to, you can assign milestones on your goals to other people. Assigning milestones to others can help clearly identify areas of responsibility, or highlight horizontal dependencies that might impact your overall progress on the goal.
This is a great way to track your team’s work when your team contributes to your goals, but don’t have goals of their own to align to yours. For example, a regional sales lead may have a goal to close a certain number of deals this quarter. They divide the goal into different milestones, and assign each milestone to a different member of the sales team.
You can also assign milestones to other people to track horizontal dependencies. For example, a marketing manager needs a go-to-market plan for their company’s new product. A member of the product team provides the first draft of the plan, so the marketing manager creates a milestone for that action and assigns it to the product team member.
Assign a milestone to someone else during the goal creation process, or from the goal edit page.
- Find the milestone you wish to reassign and click the portrait pane or initial symbol next to the milestone. A menu will appear:
- Type or scroll and click to select the person to whom you want to assign the milestone.
- The milestone updates to reflect the new owner.
The new owner receives an email letting them know they’re responsible for a new milestone. Your goal will also appear in their goal list, so they can keep track of their milestone and its overall progress.
Do you have goals that are similar to some of your teammates? Do you have similar goals every quarter? If you answered yes to either of these questions, you may not want to create new goals milestones for every new goal. Save some time by cloning a goal or milestone!
Cloning a milestone
- Go to the goal list page and click the "..." additional actions menu next to a milestone.
- Click Clone.
- The new milestone appears below the original one.
Cloning a goal
- Go to the goal list page and click the "..." additional actions menu next to a goal.
- Click Clone.
- You should see the entire goal and milestone hierarchy - use this panel to edit details, re-assign, add metrics, and more.
- Submit and save your goal.
Completing your own goals and milestones isn’t the only way to make progress in BetterWorks. You can also own milestones within other people’s goals.
Milestones can be key steps or measures of success that add up to completing a goal. By default, you own all of the milestones on your goals, but if you need to, you can assign milestones to someone else. Similarly, anyone can assign a milestone on their own goal to you.
Calculating overall progress with milestones
Your individual progress is a composite calculation based on all your goals and other contributions. When BetterWorks calculates individual progress, your work across all goals is averaged to generate your individual progress bar. Whether you’re the owner of a goal or simply contributing a milestone to someone else’s, your work is averaged to calculate overall progress.
The more work you do to complete goals and milestones, the more your progress bar grows.
But working on your own goals isn’t the only way to make progress. When you own a milestone on someone else’s goal, it also counts toward your overall progress for the period.
To get 100% for the period, complete all your own goals and any milestones you own on other people’s goals… but remember, goals should be aspirational. If you set ambitious goals, you may not achieve all of them completely, and that’s okay.
Being able to count on accurate, up-to-date goal progress lends confidence and promotes transparency within an organization.
BetterWorks has enhanced metric tracking features and flexible goal progress calculation to make sure everything is measured accurately. This framework also allows for more realistic OKR-style tracking. These settings are optional; goals can be as simple or complex as needed.
The basic types of goal measurements haven’t changed. Goal progress is measured in two ways.
- Milestones are actions and achievements that contribute to goals. For example, a milestone could be “Complete orientation class with all new sales reps.”
- Milestones have metric attributes, which have a specific target value and unit that track goal progress. For example, a metric could have a target of “800,000” and a unit of “Dollars.”
Users can set milestones, with or without metrics, during the goal creation process, or afterward, in the goal list page. They can add Milestones at any time, so they can use goal creation to focus on the goal itself, without worrying about making decisions about progress types.
Goal progress is calculated based on whether the goal uses milestones with or without metrics. By default, BetterWorks calculates goal progress as an average of the progress made on the goal’s Milestones and metrics.
- If a goal is measured by combined metrics and milestones, progress is calculated as an average of both.
- If a goal is measured by milestones only, progress is calculated as an average of the milestones.
- If a goal is measured by metrics with only one unit, progress is calculated as an average of the metrics.
- If a goal is measured by one type of metric only, progress is calculated by adding the metric values together.
Users can further customize goal progress by setting a custom goal target.
If a goal’s metrics are all tracked with the same unit (for example, four different metrics, each with a unit of dollars), the overall progress for the goal is calculated as a sum of all metrics corresponding to that unit.
In this example, the five metrics have targets that total up to 850,000 dollars. Once this goal is created, its progress is tracked by adding up the values of the four metrics and comparing the total against the overall target value of 850,000 dollars. This goal’s target is set to $800,000, so the target value may be achieved without achieving 100% of each milestone’s value.
Some users may not want goal progress to be calculated by averaging metric values and milestones. They can use the “Progress Settings” option to calculate goal progress exclusively by metric values.
For example, an account executive with a sales revenue goal may judge most of her progress by the revenue metric, but also wish to show the actions she is taking to achieve that goal. She tracks her work by revenue, training sessions, and other accomplishments, and she wants to see all of them in her goal, while only calculating progress based on revenue earned.
She can use the “Progress Settings” option to calculate her goal’s overall progress based only on the revenue metric, while continuing to track her work with milestones.
- Click Progress Settings in the goal creation or goal list pages.
- Click "Update progress manually on the goal." Enter a target value and unit for this goal. In this example, the sales rep wants to contribute $500,000 toward quarterly progress, so that amount becomes the target and unit. Please see the screen shot below.
- Optionally, click "Enter a starting value" to reveal a text field in which to enter a starting value.
- Using this field turns the goal into a reduction goal. For more information on reduction goals, read Setting reduction goals and milestones.
- Click Save.
The metrics that contribute to goal progress are indicated by a grey target icon and appear alongside any metrics that are part of the goal’s progress calculation. The grey target is an indicator that the metric unit beside it is contributing to the goal’s overall progress.
Updating goal targets automatically
By default, when you set a target and link it to a metric on your goal, that target is fixed until you update it. However, sometimes you need to track multiple milestones with the same unit, or you update the metric on which the target is based, and you want the target to reflect the change.
If you set the initial target to 10 customer calls, then add 5 more calls later on, the target value will update as long as they’re tracked by the same unit.
It’s easy to set target values to update automatically.
- Navigate to the goal list page and click the "..." additional actions button.
- Edit and access the Progress Settings section and select "Progress Settings."
- Set the target value and choose a unit. If you’ve already customized the target, your previous settings will appear in this modal. Then, check the checkbox marked “Auto.”
- When you’ve made the changes you need, click Save.
Checking the “Auto” checkbox makes the goal’s target value update automatically based on changes to the value of the unit assigned.
Comment threads are the bread and butter of social interactions on goals. Comments on a goal’s timeline are great to discuss the goal as a whole, but comments on milestones are even better if you need specific, granular discussion about goal progress.
Regardless of whether a comment is on a goal or a milestone, they all appear in the Timeline, so it’s easy to track the conversations in one place.
Leave a comment on any milestone, even milestones you own.
- Navigate to the goal list page.
- Scroll to the milestone you would like to leave a comment on.
- Under the progress column (in relation to the milestone you want to comment on), hover your mouse over that to see the option to comment.
- Click the Comment button. The comment window opens.
- Type a comment and click Comment.
- The comment appears in the timeline of the milestone.
Try to check into your goals at least once a week. A check in doesn't necessarily show positive progress, but rather awareness of the goal and your efforts to complete it.
Check in weekly and provide an update on the work you're doing to achieve your goal, even if you didn't complete a milestone or advance the metric. Your colleagues and manager will appreciate it!
Yes. You should absolutely edit your goal to reflect the latest understanding of how to achieve an outcome. All edits are tracked in the goal Timeline, so you can change whatever you like without losing the history of your goal.
Of course you should follow the procedures your organization uses to make major changes to work goals. If you need to communicate with your manager and coworkers about why a goal is changing, be sure to do that as well.
This status is calculated by goal progress / expected progress. Expected progress assumes the goal will be completed on a linear timeline.
- If the goal's current progress is no more than 25% behind expected progress, the goal will be green
- If the goal's current progress is at least 25% behind expected progress, the goal will be yellow
- If the goal's current progress is at least 50% behind expected progress, the goal will be red
- This means that if a goal has no progress it will not change to red until it is half way through the allotted time.
On the goal edit page, open the Progress Settings option and update the target value.
Advanced progress settings can be configured via the Progress Settings section in either the goal create or goal edit page. Locate the "Actions" button (signified by an ellipsis), select "Edit" and then select "Progress settings".
Advanced progress settings allow you to set range and reduction settings for your goal.