Group goals allow cross-functional teams and sub-departments to share visibility to a specific goal. With group goal type, Lattice helps teams meet where they are and set goals at the appropriate level.
Before you start
Only admins can create and manage groups; However, all users will be able to create group goals for users in the system.
Group goals do not automatically assign all members of the group as goal owners. Group type and owners are independent. Only goal owners will be notified when a group goal is published and will be responsible for editing and adding progress to the goal.
What is a public versus private group goal?
Goal visibility is set during the goal creation process under Visibility.
- A public group goal is visible to everyone within Lattice from within the Company page.
- A private to selected group goal is only visible to a specifically selected group within the Explore page. You can add additional groups if necessary.
Create a group goal from the Goals page
Step 1: Navigate to the Goals page > Individual.
Step 2: Click Insert objective or Insert Key result to open the quick action context panel.
Step 3: Select Change details.
Step 4: Add in your desired fields –– Within the Type field, confirm it is selected to Group > select the desired group.
Step 5: Click Publish.
Create a group goal from the Goal Creation Page
Step 1: Navigate to the Home page > Create goal.
Step 2: Click Objective or Key result to open the objective creation page.
Step 3: Select Change details.
Step 4: Add in your desired fields –– Within the Type field, select Group > select desired group.
Note: If the goal Type is required, you will be able to access the field within the Goal creation main page.
Step 5: Click Publish.
Next, learn where employees can view group goals.