Goalify Professional Knowledge Base

Understanding Goalify Goals

The path becomes the goal with Goalify. In a step-by-step way, Goalify goals take your clients where you want them to go, whether it is learning something new, training for something or practicing a new skill, reaching a target or really anything to improve upon in general. For each goal, you establish periodic targets for your clients that they then complete and record. This approach involves moving closer to a goal in manageable, repeatable steps.

The Philosophy

When you define a goal in Goalify Professional, you will quickly realize that you do not merely document the desired outcome, rather you create actionable steps towards that outcome. These steps are then repeated until the goal is achieved.

Let's illustrate that with a few examples:

Increasing Sales

As a team leader, you know that simply defining a higher sales target does not make it happen. It takes an actionable strategy to increase the sales of each team member. Breaking down the actionable strategy into single actions will give you a perfect starting point for defining goals for your team members within Goalify Professional.

Here are some sales goal definitions that we have seen:

Making an X amount of client calls a week
Visiting X amount of clients a month
Prepare X amount of upsell offers a month
Updating the client database once a week

Onboarding New Hires

As an HR professional, you know all about the importance of a structured onboarding process to make a new hire become a productive and valuable team member in as little time as possible. With Goalify Professional, you can support this process while also documenting the progress for compliance purposes. Using documents you will be able to not only create a structured process but also deliver support materials whenever they are needed.

Here are some onboarding goal definitions that we have seen:

Daily task lists, with associated reading material
Reading X amount of pages every week
Daily and weekly tasks to introduce important routines (e.g. timekeeping, weekly reports, etc.)

Supporting Change Initiatives

As a professional consultant, you are well aware of the many obstacles that can hinder progress when initiating a change. You are also aware of the importance of small but consistent steps taken to foster progress. With Goalify Professional, you can easily take those steps and make them attainable, measurable and time-bound.

Here are some consulting definitions that we have seen:

Daily task to move the change initiative forward
Avoiding old processes X time a week or month
Prepare personal change report weekly or monthly

Duration & Repetition

Every goal in Goalify has two main options that define its behavior over time:

Duration: Every goal has to start at some point in time and it will most likely also end at some point. If you do not know when your client will stop working on a goal, you can ignore the end date and the goal will repeat for as long as you keep it active or until you set a specific end date.
Repetition: Within the given timeframe of the duration the goal will repeats its objectives automatically. Currently, you can choose between a daily, weekly and monthly repetition cycle. Throughout this documentation, we will refer to the length of a single repetition as the period.

Goalify provides convenient ways to design patterns for your period objectives, like weekday-specific objectives, or alternating objectives, to name only two.

Customizing Periods

If you are an advanced Goalify Professional user, you can make use of our sophisticated and flexible timing capabilities. This will allow you to create goals that repeat every three days, every four days, every three weeks, every quarter, etc.

The Description

Each goal has a description field, defining the necessary actions that need to be taken to reach the goal's objective. Combined with accompanying documents, your client should have a good idea of what is expected of him or her. Try to describe the necessary action as briefly as possible.

Using Documents for Detailed Instructions

If you need to give detailed instructions for different periods, try to find a more general goal description, like learn more about today's task in the attached documents and link an document with the detailed description.

The Different Goal Types

Within Goalify Professional you have four different goal types that you can choose from:

Target Amount: It's best to use a target amount goal whenever your clients needs to reach a specific target, or if your client needs to record his or her progress in partial steps. Quick example: doing sports for at least three hours a week.
Task: Use the task goal whenever you want to make sure that a certain task is performed. A task goal must be marked completed, otherwise it will be counted as a failure. Quick example: preparing monthly sales report.
Avoid: Use the avoid goal type whenever you want to help a client avoid a habit or specific action. An avoid goal can either be marked succeeded or failed. Quick example: avoid drinking coffee.
Limit: If you need your client to moderate an activity or habit, this goal type allows you to set fixed upper limits. Compared to the other goals types, this type is about making as few entries as possible within a period. Quick example: smoking at most three cigarettes a day.

You can learn more about the goal types, including practical examples of when to use which type, in more detail here