If Cascading Goals have been enabled for your company, you will have a few special options when creating your Goal. While you can certainly continue to create "independent" goals that are not cascaded or aligned with a higher-level goal, the cascading functionality allows you to link Goals to each other.
By explicitly linking Goals to one another, you can ensure alignment between the company's strategy and department/individual objectives. For example, if your Department's goal is "Grow the team by 20 by the end of Q3", and you are responsible for interviewing 30 candidates, you may want to align your objective to this Department-level objective.
How to Create a Cascaded Goal
To create a goal, go to the "You" Page and click "Create a goal."
Step 1: Add a Goal Title (Overall objective of your Goal)
Step 2: Write a Description
You may optionally write a description to remind yourself and your teammates about some details of the goal.
Step 3: Decide How You Will Measure Progress for this Overall Goal
Metrics can be:
- Binary: A goal that is definitively complete or incomplete. i.e: grow international accounts
- #: A numeric measurement. i.e: hire 3 new sales representatives
- %: A goal measured by percentage. i.e: increase revenue by 20%
- $: A goal that is clearly defined by currency. i.e: sell $200,000 more supplies this quarter
Step 4: (Optional) Select a Goal Cycle
If an Admin has created a Goal Cycle, you may be asked to select a cycle that this Goal falls under. This is a time period in which your goals are being worked on. If you have any questions about this, we recommend reaching out to your Admin!
Step 5: Establish an End Date
When establishing an end date for the goal, we default to the end of the current quarter. You may use the date-picker calendar to select another end date in the future.
Step 6: Select an Owner
Most goals created in Lattice are personal goals, owned by one person. However, goals can also be owned by more than one person.
Step 7: Select the Goal Type
Goals can be for an Individual, a Department or the Company. Keep in mind, the types of Goals you see will depend upon the permissions your Admin has granted you.
Step 8: Choose Visibility
Goals can be either public (visible to the entire company) or private (only visible to you, your manager, and their managers).
Step 9: Add a Parent Goal
Under the "Align to a parent goal" option, you can search for the parent goal that you want to align your goal to.
As a reminder, Parent Goals will only be visible if your Admin has requested to turn on Cascading Goals.
Another way to quickly align a goal to a parent goal is to find that goal in the righthand explore panel and click on it. From there, you'll see the option to "Align to goal" as shown below.
Step 10: Select Applicable Tags
Tags are optional, but help classify and organize goals. These are created by Admins!
Step 11: Set a Goal Priority
You may optionally set a priority for the goal ("P1" - "P5") which will be displayed next to the goal on certain pages throughout the site. Goals will also be listed in order of priority ("P1" first).
Step 12: Add Key Results
When creating a goal, add key results or metrics that impact the overall goal. Key results help determine if you are tracking properly against your goal. These key results can also be assigned a specific owner and type.
Lastly, publish your goal or save it as a draft!
Goal drafts are visible to the owners and their managers, but are not visible to the rest of the company.
Where to View Cascading Goals
To view Cascading Goals, click into the Explorer from your You page! Learn more about the different views here.