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GoalTrak™ CV Tips
Techniques to get the most out of your
GoalTrak CV application
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- When a Measurable Criterion is a single event, like the completion of a project, then use an Annual frequency and select the completion milestone date as your Start Data Collection date.
For example, suppose your goal, starting on January 1, is to increase the production off a machine by 50,000 units, and one of the obstacles you identify is that a section of the machine needs rebuilding. The preferred solution you chose is a project to rebuild the machine and have it completed by July 31.
Create a Measurable Criterion with a target of 1, an annual frequency, and a July 31 start data collection. On July 31, record a 1 in the actual results if the project was completed on time and record a 0 if it was not completed on time.
- Measurable Criteria can be used for reporting on project milestones. If the milestones have a regular frequency, then you can record whether the milestone was met or missed for each measurement due date. For milestones that are not regular, use a suitable frequency to indicate that a project report is due and record whether or not the project report was uploaded to Goal Documents.
- Goal Setters: While the Goal Annotations window was implemented to allow others to collaborate with your goal, you can use the annotations field as a place to maintain information about the goal that you want to keep handy for yourself and others to see. For example, post: supporting data for criteria, contact info for collaborators or vendors, reminders and budget data.
- You don't have to wait until a measurement is due to enter Actual Results. You can enter partial results at any time. This way you can keep track of your progress during those intermediary times. Be aware that the color coded square identifying the status of the criterion will still function as if you recorded a full result.
- Goal Setters: When creating a System of Goals it is best to start with your top level goals and then create those goals that support them. However, our brains don't always work that way. If you want to start by creating support goals, temporarily use a stand alone parent type and begin creating your goal. When you finally create and commit to a Parent Goal you can then change your support goal to a Goal parent type, select the Parent Goal, and then finish creating your support goal.
- Use GoalTrak for creating goals that will take 6 weeks or longer to accomplish. Shorter goals are more appropriately handled by creating a list of action steps in your day planner.
- Read all the help under the Goal Setting tab in the Help Section prior to writing your first goal. It contains a trenchant monograph for each goal setting step. A thorough understanding of why these nine steps are important is the key to writing high quality goals.
- Coaches: Create a document with information and links that you can upload to your client's goal for private support or upload as a leader document for public support to all clients.
- Keep last year's goals in the system so that you can select their criteria for a dashboard and compare results year over year.
- When using GoalTrak's roll up criterion feature, results will have more intuitive meaning when all child criteria have the same frequency and start data collection date as the parent criterion.
- Leaders: Upload documents that are frequently needed by your GoalTrak clients so they are easily and quickly obtained by all users when they are needed.
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