Goal cascading is the process of breaking down a high-level goal into smaller, manageable sub-goals assigned to individuals or teams. It helps align individual efforts with organizational objectives.
Cascading a goal ensures that strategic objectives are communicated clearly and effectively throughout the organization. This alignment boosts productivity and helps teams work toward common outcomes.
Goal creators, assigners, owners, admins, and managers can cascade a goal while maintaining overall goal alignment. They can cascade a goal to distribute a larger objective across multiple team members or departments, especially when collaboration is essential for achieving the desired results.
Navigate to Apps > Goals.
Perform the following actions relevant to your role:
|
Persona |
Navigation |
|
Admin |
Select Top Level Goals. |
|
Manager |
On the left pane, click the drop-down, select a team, and then select a team member. |
|
Employees |
Go to the My Goals page. |
- Click Add at the top right and type the goal title.
- Click Add Description to include a relevant description (optional).
When you create a goal, you automatically become the goal owner.
3. Search and select an employee from the drop-down to assign the goal to them.
4. Select the goal type from the drop-down: Individual, Organization, Department, or Business Unit.
If a department or business unit is selected, choose the specific department or business unit.
📒Note: Only admins have access to the selection of goal types.
5. Select the goal duration and set the start and end dates.
6. Select the measurement type from the drop-down to track goal progress.
- Percentage: For proportional target.
- Quantity: For numerical targets.
- Milestone: For specific checklist items.
📒Note: Weighting key results is only possible when the parent goal's measurement type is percentage. It is not available for goals measured by quantity or milestones.
7. Enable the Automatically Update Goal Progress from a data source and select a source (Optional).
💡Tip: Ensure you are integrated with Jira, Salesforce, or Google Sheets, where goal data and status are maintained.
📒Notes:
- If the measurement type is percentage, you can automatically update the goal progress from Jira.
- If the measurement type is quantity, you can automatically update the goal progress from Salesforce or Google Sheets.
8. Select goal categories from the drop-down to organize and filter goals (multiple selections allowed).
📒Note: This option is available only if the admin enables goal categories for your organization. Learn more in Configure goals settings.
- Public: Visible to everyone.
- Custom: Select specific departments, business units, or a combination of both.
📒Note: If employees are permitted to manage their goal visibility during goal creation, their preferences override the admin settings for that particular goal.
10. Set the reminder frequency to notify the goal owner.
📒Note: Skip adding contributors to cascade a goal.
11. Click Save as Draft if you prefer saving the draft goal, or skip to the next step to cascade it.
12. Click Cascade to align with top-level goals.
You are redirected to the employee list to assign the goal.
13. Select employees and click Next.
14. Toggle the Enable Weightage button and set the weightage (Optional).
📒Note: You can cascade a goal that has a key result or a sub-goal. However, only the parent goal is cascaded.
15. Click Save & Publish.
After publishing, you are redirected to the goal details page, where you can manage the goal. Learn more in Manage a goal.
📒Note: After publishing a goal, you cannot cascade it. However, you can copy it and assign it to others. While copying, you can copy only the goal or the goal with its key results.