Here’s your guide to getting started with GoalCheck.in! Follow these simple steps and you will be a pro in no time!
The 4 Stages of a Goal: Build. Launch. Fly. Land.
Every goal goes through 4 stages during its life: Build, Launch, Fly, Land. Each stage has different activities, and allows you to drive each goal towards accomplishment.
- Build: Is a space to define your goals
- Launch: Helps you plan the goal with others
- Fly: Supports your work towards completing the goal
- Land: Provides learning and preparation for the next goals
Build Your Goals
When you build goals, you have a personal canvas where you can draw up your goals. This area is private and won’t be shared with others.
On GoalCheck.in
- Click the “Build” tab to access this space.
- Click “Add New” to create a new goal.
- Type the goal and key results. We save your changes automatically.
- Feel free to change these at any time.
- When you’re ready to publish this goal and start planning it, click “Launch” (note: you must have a goal title and at least 1 key result to do this)
On Slack
- Use the slash command /GoalCheck.in New
- Follow the prompts in your GoalCheckIn app channel to enter the Goal and Key Results
Launching Goals
When you Launch a goal, it allows you to plan the goal to be a success, by helping you establish when the goal is accomplished, who is helping, and how they help.
By default, the Launch sequence guides you to set up the following:
- Goal Duration
- Goal Circle (Contributors and Advisors)
- Contributors are people who will help and participate in your goal
- Advisors are people who will advise on or approve your goal
- Or perhaps this is an individual goal just for yourself! If this is the case, you can skip the contributor and advisor prompts.
- Supporting Goals
- Your first automated Check In
On GoalCheck.in
- Go to the “Launch” tab to access this space.
- Click on a goal to open its detail view.
- Follow the prompts at the top of the detail view to get guided through this process.
On Slack
- Visit the GoalCheckIn app channel and follow the prompts to get guided through this process.
- You will need to visit GoalCheck.in to add Collaborators and Advisors.
Flying Goals
Once you have finished setting up the goal and its check ins, it will automatically move to the “Fly” stage. In this stage, GoalCheck.in will help you keep on track with your goals with automated check ins and reminders.
On GoalCheck.in
- Go to the “Fly” tab to access this space.
- Click on a goal to open the detail view.
- Click the “Check Ins” tab to create or edit your automated check ins.
- Click the “Timeline” tab to see your past check ins, and a schedule of your future check ins.
- On the “Timeline” tab, you can also Check In Now to immediately send a check in to your Goal Circle.
On Slack
- If you own a goal, you will receive automated check ins from the GoalCheckIn app channel.
- If you are an advisor or collaborator, you will receive check ins as direct messages from the person who is checking in with you.
- If the goal is posting to a Slack channel, it will show the updates and history of each check in.
Landing and Closing Goals
Landing a goal provides essential learnings to the whole team to set the stage for your next set of goals.
By default, the Land sequence guides you through the following questions:
- How do you feel we did with this goal (Contributors)?
- What could be improved for next time (Contributors)?
- Would you like to close this goal? (Responding “Yes” will close the goal)
On GoalCheck.in
- Go to the “Land” tab to access this space.
- Click on a goal to open the detail view.
- Follow the prompts at the top of the detail view to get guided through this process.
- To reopen a goal, please click on the “Info” tab and click “Reopen Goal”
On Slack
- Visit the GoalCheckIn app channel and follow the prompts to get guided through this process.
Set Up your Profile
It’s a great idea to set up your profile before you start using GoalCheck.in. Here are some tips:
View your profile
Click your name in the menu to open your profile page.
Add a photo
Click “Change Photo” to add your own photo. Your photo helps everyone see what you’re working on in the application.
Edit your profile and communication preferences
To edit your profile, click your name in the menu, and then click edit.
You can select a day when GoalCheck.in will send you a weekly goal reminder. Set your time zone. Choose Slack and/or email notifications, and manage your Slack connection.
Connect to Slack
GoalCheck.in integrates with Slack, and will check in with you in your channels, direct messages and a Slack Bot. It’s easy to connect!
Connect to your Slack Workspace (Admins only)
- Make sure your Slack Account has permissions to add new apps to your Slack Workspace.
- Visit Admin>Company Settings and click “Add to Slack” – you will be sent to Slack
- Sign in to your Slack workspace, if needed.
- Authorize GoalCheck.in
- Congratulations! You have set up your Slack Account and Workspace on GoalCheck.in
Connect to your Slack Account (all users)
- Visit your profile by clicking your name in the menu, then click Edit.
- Click “Sign in with Slack” – you will be sent to Slack
- Sign in to your Slack account, if needed.
- Authorize GoalCheck.in
- Congratulations! You have set up your Slack Account on GoalCheck.in
