Group goals allow teams to align their objectives within organizational structures or collaborative projects. This guide will walk you through the basics of creating and managing group goals.
Who can use this feature?
Users assigned as goal creators can create group goals for specific organizational units. Collaboration group admins can create goals for the groups they manage.
Available on:
All Culture Amp subscriptions that include Goals (new) with Collaborations enabled.
Group types
There are two types of groups you can create and manage:
Organizational Unit Groups: Formerly known as "Departments", these groups are permanent and represent company demographics like Regions, Divisions, or Teams. Only Administrators can add these groups.
Collaboration Groups: Formerly known as "Teams", these are cross-functional groups outside of the formal organizational structure. Any employee can create a collaboration.
Creating a collaboration group
Collaboration Groups are designed for cross-functional projects. Follow these steps to create one:
Steps to Create a Collaboration:
Manage Collaborations:
Click the three dots icon (⋯) next to the Create Goal button
Select Manage Collaborations to start.
Enter Collaboration Details:
Name: Required. Duplicate names are allowed.
Add Administrators and Members: Optional. Administrators manage the collaboration and have permissions to edit, delete, and publish group goals.
Save Collaboration:
Click Save Collaboration.
You’ll be automatically assigned as the Collaboration Administrator. You can remove yourself if needed.
Viewing organizational unit groups
To view organizational unit groups:
Go to the Goal List view.
Filter by Group to see all organizational unit groups and collaborations.
Creating a group goal
Creating a group goal is similar to creating an individual goal with the added step of selecting a group and an additional visibility option: "Group Members."
Steps to create a group goal:
Navigate to Goals > Goals (new) in the main menu.
Click Create goal to begin.
Choose Group goal
Select the Group: Choose the appropriate group from the list. You’ll only see groups you have permission to create goals for.
Set Visibility: Choose from the following options:
Everyone: All employees can view the goal.
Specific People: Only goal owners, key result owners, administrators, the owners’ managers, and selected employees can view the goal.
Private: Only goal owners, key result owners, administrators, and the owners’ managers can view the goal.
Group Members: Only group members, goal owners, key result owners, administrators, and the owners’ managers can view the goal.
Save a draft or publish the group goal:
After completing all mandatory fields, click Save draft or Publish Goal.
Related pages: