One of the most important parts of a coaching engagement is developing clear, achievable goals. The goal-setting feature allows coaches and clients to collaborate, track progress, and celebrate achievements. This article walks you through creating goals, adjusting visibility, and managing them throughout the engagement.

Note: Creating goals is a collaborative process between coaches and clients.

To create a new goal, click Goals, then select Create a New Goal.

On the Create a Goal page, you’ll see the four main components of a goal. Below is a description of each section.

State the goal clearly and explicitly. Whatever you enter here will appear as the goal title in your Goals tab.

List the specific steps that will help move toward the goal. Include dates or milestones if helpful for accountability.

Describe what it will look like when the goal is successfully achieved. Be as specific as possible so progress is easy to recognize.

Explain who or what will be affected when the goal is reached: coworkers, managers, the team, the organization, or even personal life. Highlight what will improve or change as a result.

You may select coaching topics related to the goal. These topics may be shared with program sponsors, but only in an aggregated, anonymous form when at least three individuals have selected the same topic.

Depending on your program’s settings, every new goal may default to either Confidential or Visible.

When creating a goal, you will see the current visibility setting. You can change a goal’s visibility at any time by editing the goal.

Note: Programs may allow or restrict sponsors from viewing Visible goals.

To mark a goal complete, edit it, or delete it, select the three dots next to the goal.

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If you need any further assistance, please feel free to reach out using the chat feature of the Optify Platform!