How to create your own SMART objective
StaffCircle allows users to create their own personal objectives. In this lesson, you will learn to create your own SMART objectives in the platform.
Step One
Navigate to the Objectives and Reviews area of the platform using the side-bar navigation on the left-hand side of your screen. This is usually displayed as a clip board icon. Opening this page will display all your open personal objectives.
If you are using our new menu feature, hover over the Objectives and Reviews section of the side-bar, then navigate to:
My Performance ➡️Objectives
Select the ➕ next to Objectives and skip to step three of this guide.
Step Two
Click on the ‘+’ button to the far right of the screen. This will open the ‘Add Objective’ pull-out drawer.
Step Three
Select the appropriate template in the ‘Template to use’ drop-down menu.
SMART objectives are identified with a green SMART tag
If the ‘Template to use’ drop-down menu appears empty, contact your system administrator. This indicates that Objective Templates have not been configured for your platform.
Step Four
You can now configure the objective. Please refer to the grid at the bottom of this page for further details.
Step Five
Once the fields have been configured, click the ‘Save’ button at the bottom of the form.
Step Six
The objective will now appear as a new tile under your open personal objectives.
| Field Name | Description |
|---|---|
| Title | The name or title of the objective. Ensure that this clearly summarises what you are trying to achieve. |
| Description | A brief description to explain what the objective is about. You can also include hyperlinks in here to specific web pages/online courses etc. |
| Date Starts | The date that you are due to start achieving the objective. |
| Date Ends | The date that you aim to complete the objective |
| Objective Should Recur | Allows the ability to create a recurrence for the objective. This can repeat in intervals of days, weeks, months, and years. Toggling this on will mean that the objective will duplicate at that recurrence. |
| Value Type | This cannot be changed and is linked back to the objective template. The Value type indicates how the objective can be measured (Percentage, Number, Financial, Yes/No). |
| Start Value | The value the objective will start from. For example, 0%. |
| Target Value | The target value for the objective. For example, 100% |