Creating Goals

Goals are the backbone of your organization’s strategy. They are the small pieces of the strategy that each person or team owns. In this article we are going to cover everything you need to know about creating your goals. This article will focus on creating goals in a ‘bottom up’ way – in other words, creating your own set of goals that will align back to the strategic plan. If you’re the owner of the strategic plan, and want to set goals in a ‘top down’ way, you probably should check out this article instead.


goals page

Creating Goals

To start creating your own set of goals in Cascade, go to the “My Goals” page, which is located under your name in the top left. In the top right hand corner you will see an “Add Goal” button. This short video will walk you through the goal setting process.

 

Contribute

When you create a goal in Cascade, you will be asked how that goal ‘contributes’ to other things that are happening in the organization. On the contribute tab, you’ll be presented with a list of goals that you might want to contribute to. Usually this will be your manager’s goals. If you can’t find the goal that you want to contribute to, you can use the search engine to find that goal. You can contribute to as many goals as you like – just keep clicking on the goals you want to contribute to.

It’s important to try to contribute to at least one other goal when you create your goal. Otherwise, your new goal will be viewed as being ‘unaligned’ with the organization’s strategy.

SMART Goals

Goals in Cascade conform to the concept of SMART goals. In other words: Specific, Measurable, Achievable, Results-focused, and Time-bound.

When you’re creating your goals, just follow the structure outlined and you’ll automatically end up with a SMART goal.

A word about metrics (target / unit)

You’ll be asked to (optionally) enter a target and a unit of measurement for your goal. Note that this is optional, but if your goal is measurable using a particular unit of measurement, you should enter this here. For example, if you had a goal such as ‘Deliver revenue target of $5,000,000’ – Your target would be ‘5,000,000’ and your unit of measurement would be ‘$’. We call the combination of target + unit a metric.

Some metrics might not fit all that nicely into a target + unit scenario. For example, if you had a goal such as ‘Reduce recruitment cost per hire to $300’, you would essentially be working with a ‘reverse’ target – i.e. you want to count down to 300 rather than up. In this case, you would need to configure this as an advanced metric as below:

advanced metrics

Creating goals for other people

There are 2 ways to create goals for other people in Cascade, and the way you choose will depend on what you’re trying to achieve.

Creating sub goals for other people

Once you’ve created your own set of goals, you might want to add sub goals underneath your own goals, that you assign to other people. For example, you may have a goal to ‘Sell more chickens’, and you now want to create a sub goal of that which is ‘Create our marketing plan for selling more chickens’.

To create sub goals underneath yours, you need to enter the goal hub for your own goal. Once there, click on the ‘Add sub goal’ button towards the bottom of the screen:


addsubgoal


When you click the button, the usual goal designer will appear, with the addition of an extra tab: Assign. Assign is where you select who you want to give this sub goal to. Note that by default, all of your direct reports will be listed – but you can assign sub goals to anyone. Simply search for the name of the person you wish to assign the sub goal to, and they will appear in the list for you to select from.

Also note that you can assign sub goals to yourself too. In this instance, you will simply be responsible for delivering both the parent goal and the sub goal.

Creating the same goal for many people

In some cases, you may even wish to create multiple copies of the same goal for lots of different people simultaneously. For example, you may want to create a goal for everyone in the organization to ‘Attend staff social events: 5’. This would be a perfect candidate for using a functionality called ‘parachuting’. To do this, go to the My Team page, and click on the ‘parachute goal’ button:


parachutegoal


When you create goal in this way, the ‘assign’ tab will allow you to add as many recipients for the goal as you like (again, use the search engine function if you can’t find the name of the person you want to create the goal for).

Note that when you parachute a goal, you are creating multiple copies of the same goal – these goals will all be independent and need to tracked separately!

Cloning Goals

goals-goals-agoos

Cascade allows you to create a new goal is Cascade by cloning an existing one. To clone a goal you will need to click the clone icon, either inside the goal hub on the My Goals page or on the Planner.

goal-hub

Once you click this button a Goal designer window will open giving you the option to change for the pre-existing goal information. The word CLONE will automatically be inserted into the beginning to the goal title to avoid confusion.

goal-desginer-2

You will be given the option to clone any Sub Goals attached to the goal, The owner of the sub-goals will be default to the user selected to own the parent goal. Or if you are Cloning a Organisational  Goal the Sub-goals will be assigned to their original owners.

goaldesignr-3


FAQs

What happens if I make a mistake creating a goal?

Don’t worry, you can always edit your goal at a later stage.


Do my goals need to be approved by someone else before I can start working on them?

No, when you a create a goal it is live straight away. Your manager will receive a notification and be able to take a look at the goal you’ve just created. If they have any questions or issues with the goal, they may raise this via the notifications system.