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Who can create and edit goals?

Goal creation & editing permissions

Adam Plachta avatar
Written by Adam Plachta
Updated over 5 months ago

In Pando, goal setting is flexible and collaborative. Whether you’re creating a goal for yourself, for the company, or in collaboration with others, the platform ensures clear ownership and accountability. This article outlines who can create goals, how to manage sub-goals, and what to consider when creating or editing goals.

Who Can Create Goals?

  1. Anyone Can Create a Goal

    • Employees at all levels can create goals, including company-wide goals. This allows for open collaboration and alignment.

  2. Creating Sub-Goals

    • You can create sub-goals tied to someone else’s goal. This helps align individual efforts with broader objectives.

    • Sub-goals are owned and managed by the person they are assigned to, even if they are tied to a parent goal.

  3. Creating Goals on Behalf of Others

    • You can create a goal for someone else, such as a direct report or a peer. However, if you assign someone as a Contributor to a goal, they must accept the goal before it becomes active.

  4. Private Goals:

    • You can create private goals for yourself.

    • Your manager can also create private goals for you.

    • Note: You cannot create private or personal goals for peers or others outside your reporting structure.

Managing Goals with Sub-Goals

  • Ownership and Deletion:

    • If you own a goal that has sub-goals created by others, you have the ability to delete all associated sub-goals if you delete your parent goal.

    • Best Practice: Instead of deleting sub-goals, consider reassigning them to ensure continuity and ownership.

Tips for Goal Management

  • Alignment and Communication:

    • Always communicate with contributors or team members when creating shared goals or assigning sub-goals.

  • Reassign Instead of Delete:

    • To avoid disrupting progress, reassign sub-goals to another owner if you no longer wish to manage the parent goal.

For further assistance with goal creation or management in Pando, contact support@pando.com or use the in-app chat.

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