Create Personal Goals
While you may have Goals created for you by Admin and Managers, you can also create Goals for yourself!
Create a Personal Goal
1. Open the left navigation and click Goals > My Goals.
2. Click Create New Goal.
3. Complete the Goal Form by filling out the following fields:
We recommend the format "verb + outcome + time frame".
Optional. Provide detail to assist in understanding the Goal.
Ambition categorizes Goals into 4 different areas. These categories help identify that growth is happening in all areas of one's life. Be sure to set a variety of Goals in differing categories.
Contribution - Positively impact bottom line of company, group, or self.
Capability - Acquire new knowledge, skill, or competency.
Connection - Build, develop, or reinforce relationships.
Career - Take action to grow professionally.
Public vs Private.
Public Goals are transparent across the entire platform.
|Start Date and End Date||
The time frame for the Goal.
Note: A Goal's time frame cannot exceed 365 continuous days.
Will the target automatically be tracked through an existing Metric (Best Practice) Or will this manually be updated through a form (common for Capability and Career Goals)?
If you select Automatic through Existing Metric, you'll be prompted to select the Ambition Metric to track for this Goal.
If you select Manual through Input Form you'll be prompted to provide a Metric Name for the measurement of this Goal (Conferences Attended, Modules Completed, Dollars, etc).
If Automatic through Existing Metric was selected, which Metric will you track?
If Manual through Input Form was selected, what will your Manual Entry Metric be called?
Note: If Activity and Objective Score are selected, it's important to remember they are calculated based on specific time frames. Example if your Organization utilizes a Monthly Objective Score, a Weekly Objective Score Goal's value will represent the monthly value instead of calculating the gain in Objective Score over the respective week.
Will this Goal add or average the values it receives?
Note: Averages will be computed on a record level basis not a daily average basis. Example if a Goal is wanting to be set to track a user making an average of 25 calls a day, select Sum and input a Target Value that is 25 x goal's length in days.
Activity and Objective Score are inherently averaged. Example If a Goal is set to track daily Activity Score over multiple days, the values will be averaged together instead of summed.
How will this Goal be reached? What is the success threshold?
Note: If Talk Time is calculated in seconds, the Goal's target will also be represented in seconds. Example if a Daily Talk Time Goal is created and the desired Target is 2 hours, input 7200.
To assign a Goal to yourself, you will select Hierarchy Level User > Custom > you!
A visual preview of this Goal will be generated along with a notification of how many Goals will be created. No data calculations will be computed until after saving.
4. Click the green Create Goal button to save and create your Goal.
Note: A Goal will track historical data starting from the day it was created. If a Goal is created after the start-date of that Goal, Ambition will show a linear line from 0 on the first day of the Goal, to X points, on the day the Goal was created.