Understand how Workfront Goals works
In this video, you will learn about:
- Articulating the “what” and the “why” during the planning phase
- Example goals
- Scope of influence
Designate accountable individuals
Before you begin configuring Workfront Goals, you need to identify the individuals in your organization who will be accountable for leading the achievement of each goal.
There are a few ways to do this. Workfront recommends sketching out your organization chart. There likely will be several layers of goal owners. Start with top-level leadership, then identify the teams and team members responsible for executing the work required to deliver these desired results. They need context of what goals they are working toward in order to produce their best work.
Next, take a step back and look at your people. Determine who needs full manage/edit access, view only access, and no access at all. The number with no access at all should be relatively small, as most everyone will at least need to view goals for strategic context.
We’ll show you how to set up and configure your settings in Workfront Goals, Part 2: Create and manage your goals.