Goals Setup

To get started with goals, you'll need to create your first goal. This guide explains how to set up and manage goals effectively in Convictional.

How Goals Work in Convictional

Goals in Convictional are designed to track progress toward specific outcomes that matter to your organization. Each goal includes:

• A descriptive title that clearly states what you aim to achieve

• Optional target date by which the goal should be completed

• Success conditions that define measurable outcomes

• Status indicators showing whether the goal is on track, at risk, or off track

Goals help you organize your work, align your team, and measure progress over time. They connect directly to other parts of Convictional, helping you see how decisions, meetings, and tasks contribute to your strategic objectives.

Setup Steps

1. You can create a goal by clicking the New Goal button in the top right of the Goals page.

2. Give your goal a descriptive title that clearly communicates what you aim to achieve.

3. Define success conditions (see below for details).

4. Optionally set a target date the goal should be met by.

Success Conditions: The Key to Effective Goals

Success conditions are specific, measurable outcomes that define when a goal has been achieved. They transform abstract goals into concrete targets that can be tracked.

Why Success Conditions Matter

• Clarity: They remove ambiguity about what "success" means

• Measurability: They provide a clear way to track progress

• Accountability: They make it easy to see whether the goal is on track

• Alignment: They help team members understand exactly what they're working toward

Creating Effective Success Conditions

Each success condition should:

• Be specific and measurable

• Define a single outcome (create multiple conditions for multiple outcomes)

• Optionally include a tracking URL linking to where progress is being measured

For example, instead of a vague goal like "Improve customer satisfaction," you might create success conditions like:

• "Increase NPS score from 32 to 40"

• "Reduce support ticket resolution time to under 24 hours"

Tracking Goal Progress

Marking Success Conditions Complete/Incomplete

As you make progress toward your goal:

1. Navigate to the goal's detail page

2. For each success condition, click "Mark complete" when it has been achieved

3. If needed, you can mark a condition as incomplete again by clicking "Mark incomplete"

The goal tracks the ratio of completed conditions (e.g., "3/5 conditions completed") to show overall progress.

Goal Status

Goals can have one of three status indicators:

• On Track: Progress is proceeding as expected

• At Risk: There are concerns about meeting the goal

• Off Track: The goal is not progressing as needed

You can update a goal's status to reflect its current state, helping your team understand where to focus efforts.

Completing Goals

When all success conditions have been met, you can mark the entire goal as complete:

1. Navigate to the goal's detail page

2. Click the "Close goal" button

3. Select "Mark as completed" in the confirmation dialog

Completed goals remain in your history for reference and reporting purposes.

Best Practices

• Create clear, measurable success conditions for every goal

• Update goal status regularly to reflect current progress

• Use the tracking URL to link to dashboards or documents that show detailed metrics

• Close goals when they're completed to maintain an accurate view of active priorities

By following these practices, you'll create goals that drive meaningful progress and help your team stay aligned on key priorities.