As the end of the year approaches, you might wonder what happens to current goals in Teamflect and how you can manage them effectively. While goals in Teamflect cannot be archived in the traditional sense, there are several strategies you can use to ensure that goals remain relevant and organized as you transition into a new year.
Understanding Goal Management
In Teamflect, goals do not automatically archive once their end date passes. However, you have several options to manage these goals effectively:
1. Closing Goals
At the end of the year or the goal period, goals can be manually closed. Closing a goal signifies that it has either been achieved, partially achieved, missed, or dropped. This action helps in differentiating active goals from those that are no longer in focus.
Here's how your goals will be labeled after closing them so that you can always refer back to their progress updates and related actions you've taken before closing them. 👇🏼
2. Using Date Filters
To maintain visibility on the most relevant goals, you can use date filters within the goals module. This feature allows you to view goals by specific time frames, such as those set for the current year, previous years, or custom date ranges. By filtering out older goals, you can keep your dashboard clean and focused on current objectives.
3. Setting New Goals for the New Year
As part of the annual review and planning process, setting new goals for the upcoming year is crucial. This ensures continuous growth and alignment with evolving business objectives. You can create new goals while referencing the outcomes of past goals to inform better decision-making and goal-setting strategies.
Note: To learn how to assign new goals, please check out this article here.
4. Reviewing and Adjusting Goals
It's important to review goals periodically, especially at the end of the year. This review process can involve adjusting the scope, timelines, or priorities of current goals to better align with new business strategies or changes in the operational environment.
Troubleshooting Tips
Regular updates: Keep your goals updated throughout the year to reflect any changes in priority or direction. This makes the year-end management process smoother.
Engage with your team: Regular discussions about goals with your team/manager can provide valuable insights and help adjust goals as necessary to ensure they remain relevant and achievable.
By effectively managing your goals using these strategies in Teamflect, you can ensure that your and your team's efforts are aligned with the most current and strategic objectives, even as you transition from one year to the next.