Admins and department heads can create department goals. Department goals are a great way to align the department to your company's priorities.
You can create company goals from two different locations within the platform:
Before you start
- To create a department-level goal, you must be a Super Admin, a Goals Admin, or department head.
- Goals will have to be enabled for all users, or department heads have to be included in the selected Goals pilot group, in order for department heads to create department goals.
- Only goal owners will be notified when a department goal is published and will be responsible for editing and adding progress to the goal.
- Each goal type has a unique icon. Please use the filter bar and select the "Type" option to view the icon for Department goals.
What is a public versus private department goal?
Goal visibility is set during the goal-creation process under Visibility.
- A public departmental goal is visible to everyone within Lattice from within the Company page.
- A private to selected departments goal is only visible to specifically selected departments with the Departments page. You can add additional departments if necessary.
Create a department goal from the Goals Explorer page
- Navigate to Goals.
- Click Create > Objective or Key result.
- Add a goal title and an optional description.
- Next to the Details section, select Edit.
- Within the Type field, select Department.
- Click Publish.
Learn more about additional goal fields in Create a goal.
Create a department goal from the Home Page
- Navigate to the Home page > Create goal.
- Click Objective or Key result to open the objective creation page.
- Next to the Details section, select Edit.
- Within the Type field, confirm it is selected to Department.
- Click Publish.
Learn more about additional goal fields in Create a goal. Next, learn where employees can view department goals.