Managing your goals effectively involves not just setting them but also keeping track of their progress.
Who can use this feature?
Users who are the goal owner can update goal progress and complete goals. Admins, have permission to update or complete any goal.
Available on:
All Culture Amp subscriptions that include goals (new)
Updating goal progress
Keeping your goals up-to-date is crucial for tracking progress and making adjustments as needed.
Without key results
If your goal doesn’t have key results, follow these steps:
On the Goals (new) page, locate the goal you want to update and click on it to open.
Click Update progress.
Use the drop-down menu to select the new goal status and adjust the value as needed (values can be below the start value or above the target value).
Click Update to save your changes.
Goal Statuses Available:
On Track
Off Track
At Risk
Completed
With key results
For goals with key results, you need to update each key result individually:
On the Goals (new) page, find the goal and click on it to open.
Click Update progress beside each key result (you must be the goal owner or the key result owner to make updates).
Use the drop-down menu to select the new status and adjust the value for each key result.
Click Update to save the changes.
Key result status impact
If a goal has at least two key results, each key result’s status influences the overall goal status percentage. Review how the status of each key result affects the goal status.
Status of key result 1 | Status of key result 2 | Overall status of the goal |
On track (Green) | On track (Green) | On track (Green) |
On track (Green) | At risk (Amber) | At risk (Amber) |
Off track (Red) | On track (Green) | Off track (Red) |
At risk (Amber) | Off track (Red) | Off track (Red) |
Completed | Completed | Completed (Green) |
Completed | Off track | Off track (Red) |
At risk (Amber) | Completed | At risk (Amber) |
Note: For aligned goals, each key result slider works independently. Adjusting one slider will not affect the others, so update each slider individually.
Completing a goal
Without key results
To mark a goal as complete:
Navigate to the Goals (new) page.
Locate and click on the goal you want to complete.
Select Update progress.
Change the status to Completed.
Click Update to save your changes.
With key results
For goals with key results, follow these steps:
Go to the Goals (new) page.
Find and click on the goal you want to complete.
Next to each key result, click Update progress.
Change the status to Completed.
Click Update.
Repeat these steps for each key result to mark the entire goal as completed.
Related pages: