Goals

The Goals page template organizes the Goals, Objectives and Strategies for your plan. 

On the top of the page, select the [rename] link to give the page a custom name.

The Settings icon (top right) customizes how the Outline, Strategy and Expenditures appear when printed.

To add or edit a Goal, click on the blue Edit/View Goals button.

As you add Goals, they appear on the left menu.

Click All Goals to return to the main list and exit out of an objective or Strategies. 

Select the green New Goal button to add a new goal. Enter a short title and description. Select whether you want it to be a shared goal (this action adds the goal to the District Goals list that others can select); click Save.

Use the icons next to each goal to edit or delete. If shared, the goal has an icon indicating it is visible to other plans. A blue square with a number indicates there are other plans with matching goals (click the box to view).

On the top right, click the Add District Goals button to import shared goals. Select the plan name from the drop down list and then select one or more goals from the list.

Goals are listed in numerical order. Hold your mouse down over a goal to drag and drop it to a new location. This changes the number and move all of the associated objectives and strategies with it.

Select the Plan icon on the top left to return to the Goals summary page. 

The summary page lists how many goals, objectives and strategies have been entered along with the Progress Activity and associated resources.

View progress associated with your strategies  by Formative, Summative or All.  Check the box for My Strategies Only to view progress assigned to your login.

Use the history link from the Progress Activity section to see an audit trail documenting the progress of each goal. Click Back to return to the summary page.