Goals, KPIs and key actions: adding owners and deadlines

Goals sit under your annual strategy on the Roadmap. Each goal can have key actions that break the work down.

What a goal holds

• A goal summary and goal notes
• A KPI (metric, quantity and description)
• Stakeholders
• A priority
• A status
• A theme
• A deadline
• Milestones

Goal statuses

Every goal has one of these statuses:

• On Track
• Monitor
• Off Track
• Complete
• Inactive

Add a goal

1. Open Roadmap and choose the year.
2. Click Add Goal.
3. Fill in Goal, and any of Goal summary, KPI, Goal notes, Stakeholders, Priority, Status, Theme and Deadline. Use Add milestone to add milestones.
4. Click Create Goal.

The goal form doesn't have an Owner field. You set owners on key actions.

To attach goals to an annual strategy, use Add Annual Strategy. See "Building your Roadmap".

Add key actions

1. Open Roadmap.
2. In the Key Actions section, click Add Key Action.
3. Fill in Title, Owner, Description, Priority, Status, Due date and Progress (0 to 100). Add Sub tasks if you need them.
4. Under Link goals, choose the goal or goals it belongs to.

You can also work on key actions in Execution, which has boards with priorities, status, progress and deadlines. In Execution, Add task adds sub-tasks.

Track progress in Accountability

Accountability lists goals with their linked key actions. You can:

• Filter by status, including a Completed tab
• Filter by person and year, or show only what you own
• See whether you're the owner or a stakeholder, and how many comments each goal has
• Expand or collapse goals
• Print goals, with or without comments
• Reopen a completed goal

Board Pack, next to the Completed tab, takes you to your board packs. It isn't a filter, so your Accountability filters don't change.

Deadlines in your calendar and Teams

If you connect a calendar, deadlines for goals and key actions you own appear in a "LeaderKit" calendar. If your organisation uses LeaderKit in Microsoft Teams, you also get reminders before deadlines.