Learning Outcomes

Upon completion of this course, you will be able to:

• Create new goal plan templates in Admin Center
• Configure and edit goal plan templates in Admin Center
• Convert legacy templates for compatibility with the latest version of Goal Management
• Manage and use Goal Management
• Set up Goal Management Feature Settings
• Import and export goal libraries
• Import goals and transfer existing goals between users
• Manage Team Goals
• Enable Mobile Goals
• Integrate Continuous Performance Management with Goal Management
• Integrate Dynamic Teams with Goal Management
• Explore Generative AI features with Goal Management
• Set up Goal Management Permissions

Course Content

• Overview
• Creating a Goal Plan Template
• Edit the Goal Plan Template
• Convert Legacy templates
• Set up and manage Goal Plan templates
• Goal Management Feature Settings
• Import and Export Goal Libraries
• Import Goals
• Manage Team Goals
• Goal Plans: End-User Functionality
• Accessing Goals with Mobile Devices
• Integrating Continuous Performance Management with the Goal Plan
• Integrating Dynamic Teams with Goal Management
• Objectives and Key Results (OKRs)
• Generative AI features to support Goal Management processes
• Goal Management Role-Based Permissions

Audience

• Business Process Owner
• Team Lead
• Power User