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Add Team Goal

Summary

 Plumm allows managers to add and manage Team Goals, providing clarity and focus for team performance. By adding team goals, managers can ensure alignment with the overall organizational strategy and track progress efficiently.

In this article

  •  Before you begin
  • Step 1:  Accessing the Team Goals Section
  • Step 2:  Adding a New Team Goal
  •  Step 3: Setting the Scheduling and Ownership for the Goal
  • Step 4:  Defining Objectives for the Goal
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You need access to the Team Goals section in PlummHR, which is available to managers and team leaders.
  • Make sure each team member has their goals set and assigned.

Step 1. Accessing the Team Goals Section

  1. Navigate to the Goals section from your dashboard.
  2. Click on the Team Goals tab to view the goals assigned to team members.
  3. Here, you can see an overview of goals, progress, and deadlines. You can also add new goals from this page.

Step 2. Adding a New Team Goal

  1. Click the + Add Goal button in the top right corner of the Team Goals page.
  2. You will be directed to the Add Team Goal page, where you need to fill in the following details:
    • Title: Give the goal a clear and descriptive title.
    • Description: Provide a brief description of the goal. This can include key focus areas, purpose, or desired outcomes.
    • Use the text editor to format the description as needed.

Step 3. Setting the Scheduling and Ownership for the Goal

  1. After filling in the Title and Description, proceed to the Scheduling tab.
  2. From Date and To Date: Select the start and end dates for the goal. This defines the duration within which the goal should be achieved.
  3. Goal Type: Choose whether the goal is for an Individual or Team.
  4. Owner: Assign the owner of the goal (usually the manager or team leader).
  5. Assigned To: Select the team members or individuals who are responsible for achieving the goal.

Step 4. Defining Objectives for the Goal

  1. After scheduling, proceed to the Objectives tab to define measurable objectives for the goal.
  2. Click + New Objective to add objectives that will help track progress.
  3. You can choose to:
    • Generate with AI: Let Plumm help create objectives using AI.
    • Draft Your Own: Manually input objectives that are specific and measurable.
  4. Once objectives are added, these will serve as the checkpoints for tracking the goal's progress.

Frequently Asked Questions (FAQ)

1. How do I add a new Team Goal?

Click the + Add Goal button in the Team Goals section, fill in the goal details, select the schedule, assign owners, and define measurable objectives.
 

2 . Can I assign a goal to multiple team members?

Yes, you can assign the goal to multiple team members by selecting them under the Assigned To section when adding or editing a goal.
 
 

3. What is the difference between an Individual and Team goal?

An Individual Goal is assigned to a specific person, while a Team Goal is meant for a group of people working towards a common objective.
 
 

4. Can I add multiple objectives for a single goal?

Yes, you can add multiple objectives for each goal. This helps break down the goal into smaller, measurable milestones.
 
 

5. Can I use AI to generate objectives for a goal?

 Yes, you can use the Generate with AI feature to automatically generate objectives based on the goal’s description and context.
 
 

6. What happens after the goal’s To Date is reached?

Once the goal’s deadline passes, its status will be updated. You can track whether it was completed, in progress, or not achieved.

 

7. How do I update or edit an existing goal?

Simply click on the goal you wish to edit, make the necessary changes (e.g., update objectives, change due dates), and save the updates.
 
 

8. Can I delete a team goal?

Yes, you can delete a team goal by accessing the goal and selecting the Delete option, but be aware that this action is permanent.