Your organization must have the following to use the functionality described in this article:
Contact your Workfront account manager to learn about a Workfront Goals license.
For additional information about access to Workfront Goals, see Requirements to use Workfront Goals.
Every organization needs to set and communicate clear goals to keep their teams productive, focused, and engaged. Truly knowing how work is aligned to strategy is key to success. Yet, without a system of record that connects your strategy and goals with the work in the organization, attaining alignment can be really difficult.
Workfront Goals helps you define, communicate, and achieve strategic outcomes by connecting strategy to work execution and delivery. You can focus everyone’s efforts on what truly matters, make progress measurable, and enable teams to accomplish amazing results. People can do their best work knowing their contributions have a meaningful impact.
Workfront Goals is an add-on module for the core Workfront work management platform. It is intended to work together with Workfront platform and leverages many of the platform setup and configuration entities, such as users, teams, groups, and projects.
For information about Workfront Goals, see Adobe Workfront Goals overview.
Typically, the mission and vision of an organization don’t change on a regular basis. But organizational goals often shift based on various factors. There are some key steps to follow to ensure you define and communicate clear and measurable goals to your teams, so that they can achieve what’s important if focus does shift.
We have identified the following steps for defining your vision and strategy for your organization:
Create a clear statement which sets the strategic pillars of your vision and will establish the highest level of goals to which your teams and their work will align.
Your highest level goals represent your longer term objective(s), and the higher the goal sits within the hierarchy, the broader the scope.
A goal should represent a value statement that indicates the outcome you are working towards.
Think of a statement you would want to make about your company, brand, organization after successful achievement and think of way you want to measure your achievement. For example, your goal could be “Our brand is globally recognized as a leader in our industry.” and the result associated with it which measures its achievement could be " We obtain 55% market share within our industry."
We recommend the following:
For information about creating goals and adding results, see the following articles:
Cascade the high level goals. Building upon the strategic pillars outlined first, mid-senior level management establishes goals that provide segmented guidance of the driving results required to fulfill the vision. For this, we recommend that you do the following:
Consider the following guidelines when creating and aligning goals:
For information about creating and aligning goals, see the following articles:
Once you have defined your goals and associated results with them, share the strategy and goals with your primary audience. Together, refine the goals and set shorter term ones that can be achieved in a defined time period.
Do the following:
Review and activate proposed goals.
So, far, your goals have been in a “draft” state, but once you have refined and finished entering the first few levels of the goal hierarchy, it is now time to activate them.
After activating your goals, communicate with the teams who will ultimately perform and manage the work which will drive these outcomes. As in Workfront can be connected to goals in Workfront Goals, teams truly see the connectedness between their work and outcomes.
Cascade and align quarterly goals and add activities to goals.
If you have set goals with an annual plan in mind, you may want to set quarterly goals next. As you define and refine project plans for how you will start delivering against these goals you will also start to align activities with them.
Activities can either be basic activities created within the goal itself, or activities can be linked Workfront projects.
Establish a cadence for how frequently you will review and set quarterly or incremental goals in the future. We recommend that you set goals for each planning period but not to map them out too far in advance, so you can remain nimble and responsive to shifts in the business.
Update your goals periodically. This is a time where you report back on the progress of a goal.
For information about activating, adding activities, and updating goals, see the following articles:
Follow these guidelines to ensure that you are properly configured to get started:
When identifying the primary owners, take into consideration that you are setting strategic goals for enterprise outcomes and not personal development goals.
For information about configuring access to Workfront Goals, see Requirements to use Workfront Goals.
The table below describes the Workfront Goals objects. You can customize their name by modifying a layout template and assigning it to users, teams, or groups. For information about customizing object names using a layout template, see Customize user interface terminology using a layout template.
Workfront Goals uses the following main objects:
|Goal||The overall outcome you wish to achieve. You can create multiple goals for a defined period of time. Each goal has an owner, typically an individual or team (although you can also assign a goal to a group.) You can align goals to one another, to show how the progress on several goals (children goals) influences the progress of another (parent goal).|
|Result||A metric indicator of goal success. Each goal can have one or more results and their progress indicate the progress of the goal.|
|Activity||A primary action that needs to take place to gain a result. You can add one or more activities to a goal in order to indicate what work has been planned to achieve that goal.|
In addition to results and activities, you can also connect projects with goals to show how the progress of projects can drive the progress of the goal.
For information about goals, results, and activities, see: