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GoalTrak™ EV Tips
Techniques to get the most out of your
GoalTrak EV 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.
- Have the System Administrator only enter data in the required fields when adding a new person and let each user complete their own personal profile. This reduces the data entry burden for the System Administrator and involves the new user early on.
- Executives: Create a Key Performance Indicators(KPI) dashboard containing graphs of the primary criteria for each corporate goal. This is a quick and easy way to get a snapshot of where things stand.
- Managers: Always view a goal prior to approving it. Goals that have been submitted are still changeable, so viewing prior to approving will ensure that you are looking at the latest revision. Once a goal is approved, it cannot be changed without going through the revision process.
- 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.
- Use the Annotations field of a Goal as a collaboration tool by sharing your "Best Practices" with the Goal Owner. If everyone in the organization shares one of their best practices with one other person, the performance level of the organization will skyrocket!
- Goal Setters: If you are creating a new goal and the goal you need to select as a Parent Goal does not exist, or is not yet Published, you don't have to stop working on your goal. Temporarily select another goal, or click on the Parent Strategy radio button and temporarily select a strategy. Now you can continue to create your goal. When the Parent Goal finally gets published, you can then select it as a parent and then finish creating your 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.
- Managers: Create a document with information and links that you can upload to your direct report's goal for private support or upload as a corporate document for public support to all users.
- Keep last year's goals in the system so that you can select their criteria for a dashboard and compare results year over year.
- Struggling with a goal? Spend some time reviewing other, similar goals in your organization. You may see some better solutions to your obstacles/challenges or a measureable criterion that you missed. Return the favor by spotting a problem in someone else's goal and annotating it.
- Leaders: Review the organization's goals by Key Result Area at least quarterly in order to ensure a balanced system of goals and avoid being blindsided by your competition.
- The User Directory under the Corporate link can be sorted by clicking on a header. For example, to group all users by their workgroup, click on the Workgroup header.
- Leaders & Executives: Upload corporate documents that are frequently needed by your GoalTrak users so they are easily and quickly obtained by all users when they are needed. Examples include: project report templates, HR policies, safety policies and travel expense sheets.
- 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.
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