There are
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five types of
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Types of Goal
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Types of subgoal
Activity Goal
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None
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Participation Goal
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None
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Outcome Goal
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Tickbox sub goal (Binary indicator)
Multiple Choice sub goal (Scale indicator)
Numerical sub goal (Value indicator)
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Progress Tracker
Type | Indicative (this means that it is designed to indicate progress towards an outcome and therefore must be associated with an outcome) | Back-end term |
|---|---|---|
Activity Tracker | No | activity metric |
Attendance Tracker | No | participation metric |
Achievement Tracker | Yes | Binary indicator |
Multiple Choice Tracker | Yes | Scale Indicator |
Numerical Tracker | Yes | Value indicator |
When to use each type of
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Progress Tracker and
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Outcome
Activity |
Tracker | Use this to track the number of each type of activity or event you do. Examples: “Sessions Run”, “Events Held”, “Workshops Delivered” |
Attendance Tracker | Use this to track people’s attendance at your activities and events Example: “Attendees” |
Outcome |
Use this to describe the difference that your work makes Example: “People increase their confidence” |
Achievement Tracker | Use this to track an individual’s progress using a tickbox. This is useful when a subgoal is binary, i.e. it is either Yes or No Example: “Got a Job”, “Got an Increase in Benefits”, “Got a new home” |
Multiple Choice |
Tracker | Use this to track an individual’s progress along a scale with a set of predefined levels. Example: “Level of confidence.” With levels: Low, Medium, High |
Numerical |
Tracker | Use this to track an individual’s track progress using a number. Examples: (Number of) “Presentations given”, (Number of) “Ideas proposed” |
Explanation video https://www.loom.com/share/f7fb0aad9c8441f0b53a23567c812643
Get Started with Goals and Subgoals
Create New Goals and Subgoals
Create an Activity Goal
Create a Participation Goal
Create an Outcome Goal
Create a Tickbox subgoal
Create a Multiple Choice subgoal
Create a Numerical subgoal
Use Goals and Subgoals
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Add an Activity Goal to a project
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Add a Participation Goal to a project
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Add an Outcome Goal to a project
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Add a Tickbox subgoal to a project
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Add a Multiple Choice subgoal to a project
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Log progress
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using a Progress Tracker
Log progress towards an Activity Goal tracker using the Instant Update popup
Log progress towards a Participation Goal an Attendance tracker using the Instant Update popup
Log progress towards a Multiple Choice subgoal tracker using the Instant Update popup
Log progress towards a Numerical subgoal tracker using the Instant Update popup
Log progress towards a Tickbox subgoal Achievement tracker using the Instant Update popup
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For Developers only
Rules that govern where Changes, Outcomes and Indicators appear
| Note |
|---|
Note: we sometimes use Metric / Goal / Sub Goal / Outcome / Indicator interchangeably. But they do the terms Metric, Outcome, Indicator, Change and Progress Tracker. They each have specific meanings as explained in the table below. |
Name in the back-end | Rules | Name in the front-end |
|---|---|---|
Change | In order for a CHANGE to appear on a Project Page, it must be in Stage 1 or Stage 2 If it is in Stage 1 it is called an Activity Change. (The back-end name for Stage 1 is Activity Outputs) If it’s in Stage 2 it’s called a Participation Change. (The back-end name for Stage 1 is Participation Outputs) | Now we are using the term |
“Progress Tracker” We call the STAGE 1 changes an “Activity |
Tracker” We call the STAGE 2 changes |
an “Attendance Tracker” | |
Indicator | Must be of one of three types:
In order to appear in the Create Story page or to be added to a Project, the indicator must be part of an Outcome |
We call the indicators “Progress Trackers” - each type has a different name Scale Indicator = Multiple Choice Tracker Binary Indicator = Achievement Tracker Value Indicator = Numerical Tracker | |
Outcomes | Must be in Stage 3, Stage 4 or Stage 5. Stage 3 is called Short-term otucomes in the back-end Stage 4 is called Medium term Outcomes in the back-end Stage 5 is called Long-term Outcomes in the back-end |
These are called “Outcomes” in the front-end as well as in the back-end |
Difference between Changes and Indicators
How to spot the difference while creating or editing a Progress Board
Explanation video: https://www.loom.com/share/27ee4bda152c42c9bd8affda62804f93
Helpful links
The Site Overview page: https://www.loom.com/share/dca51237d3174e1eb58adc90b92eeb3d
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