Who can use this feature?
Goal administrators, Account administrators, Group goal creators and Users assigned as goal creators can create group goals for assigned organizational units.
Available on:
All Culture Amp subscriptions that include Goals (new) with Collaborations enabled.
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.
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:
Create collaborations:
Under the Goals drop-down click on Collaborations
Select Create collaboration 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. By default, you will be assigned as the Collaboration Administrator but you can remove yourself and assign someone else.
Save collaboration
Click Save collaboration.
Viewing 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." You’ll only see groups you have permission to create goals for.
Steps to create a group goal:
Navigate to Goals > Goals (new) in the main menu.
Click Create goal to begin.
Choose Group goal
Choose the appropriate group from the list.
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.
After completing all mandatory fields, click Save draft or Publish Goal.
Assigning a goal to another group
You can transfer a draft or published group goal to another group as long as you are the group admin or goal creator for that group.
How to update the group:
On the Goals (new) page, find the goal you want to reassign.
Click the ellipsis (⋯) to open the menu and select Edit.
In the Group dropdown, enter the group name and check the box to select.
Click Save to update the group assignment
Related pages:
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