03. Goals [6:32]

Description: This video provides an overview of the “Goals” area of the OrgPlanner solution.


0:0 Ok, let’s talk about OrgPlanner and the Goals area. So click on the goals button, and I’m presented here with a sheet of all my goals. Of course I’m looking at sample data for the year 2010. And you can see we have Business Long Term Goals, Short Term Goals, Professional Long and Short, Personal Long and Short Term Goals. So let’s quickly define the difference between those. A Business Long Term Goal would be an example of something you want to accomplish for the business or the organization that would span within a year or up to a year. And a short term goal would be anywhere from one week to one month to a quarter to a half year, your choice. In fact we give you a date here when you target the deadline for those. A professional goal would be a goal that you make as an individual, but on the professional side of your life. Maybe some courses you would like to take or some new skills you want to learn, or some professional commitments that you want to specify here. Personal goals are little more obvious. To have a personal goal would be something you want to do either as a hobby or family/friend related goals. And it’s important to have all three for a nice healthy mix. At the end of that decision making process, you can again specify the dead line and the status.

1:34 Let’s say for a minute that I have a goal that I’m not quite sure I know will be possible to accomplish within a year. You might want to put that as pending until you do more research, then when you realize you can or you need to define it in a way that you can make it in progress and finally when it’s complete, you can tag it as complete. Notice we give you an edit button here, where you can actually make your own statuses. And before we get too much further I want to talk about some of these icons that you see at the top. They are used throughout the system and they all behave the same way. So it’s worth talking about each one very quickly. Find allows you to find a certain record within the system. Show all simply shows all the records in the system that you are looking at. The new button will create a new record. Delete will delete a record. And print will print what you are looking at. And we will take a look at these in closer detail as we move along.

2:34 For now let’s actually use the New button and create a new goal sheet. Now notice this is for the year 2010. Let’s just say these goals were for 2009. I’m going to create a new sheet of goals and you’ll see here that it actually changes the status. I’m on record 2 of 2 found records in the set. That may seem a little confusing; let me explain that in a different way. I’m on the second goal sheet out of two goal sheets. If I click this button, I’ll navigate back to the first goal sheet. So I can go back and forth between the records simply by using these buttons. These buttons on the outer sides will bring me to the first record or the last record. So if I had 20 goals in here, 20 goal sheets, I can go all the way to the end or the beginning using those buttons.

3:26 So then let’s now go to the last record, I’m on my new goals, let’s make these goals for 2010. Ok, and let’s create a goal for Increase Revenue by 30% from previous year. And let’s give that goal a deadline of December 31st 2010. That gives me a whole year to accomplish that. And we’ll make this in progress. So entering a goal is that simple. You don’t even have to put in a date or a status. You can simply just type in your goals. And when you are ready, you can print them. This is what they look like when they are printed. In this case I will hone in on this long term goal. There is a button here that allows you to define the steps of that goal. Because having a goal is great, but how are you going to get there. So if you click on this button you can actually define the individual tasks to accomplish that goal. So we have the goal up here, Increase revenue by 30% from the previous year. A good task would be: research last year’s numbers and determine a baseline. And when do I want to get that done. Let’s get that done by the end of January. I’m doing this demo at the end of January, but it tells me I have 5 days left from today. So this will actually keep track how many days you have left from your due date, which enables you to see how long you have before your deadline. Then here you can specify a status as well, so we are in progress with that task. Then you can create another task like compare numbers and update progress. So let’s say were are 3 months into the year and by the end of March we want to compare the numbers of this year and update our progress so we can find out how we are doing on our goal. So in that case we will do pending because it hasn’t really started yet. We haven’t really determined this, so we can make this pending and make it in progress later.

5:44 Notice I have a delete button here, a red X, if I wanted to delete a task. So you can edit your tasks, you can even print your tasks here. Which is nice, you can actually see all the tasks you have to do for a certain goal printed out and email it or take it with you. So we will close that now. And essentially that’s the whole aspect of goals. You can enter your goals, dates, status, you can enter the steps, and you can print your goals. Let’s go back to a previous goal here, let’s do a show all and get everybody in the found set, go back to the first one and hit print. You can see what that might look like when it’s closer to being done. Ok, be sure to watch the other videos where we will explore positions and procedures.