Initiatives

In GoExpand, you can create long-term goals with 1 and 3 Year Goals. 1 and 3 Year Goals are designed to be a group of Rocks (which consist of their own To-Dos) that contribute to the larger goal. This layered structure enables you to manage and track progress at different levels—from the granular To-Do level to the broader 1 and 3 Year Goal level. By grouping Rocks together under a single 1 and 3 Year Goal, you can focus on achieving a strategic objective while monitoring the performance and timelines of each individual Rock.

Here’s how to create an 1 and 3 Year Goal.

Step 1: Open the 1 and 3 Year Goal Creation Modal

1. Navigate to the 1 and 3 Year Goals page (Rocks > 1 and 3 Year Goals List).
2. Click the “+ 1 and 3 Year Goal“ button at the top of the page.

Step 2: Enter 1 and 3 Year Goal Details

1. Start Date & Due Date: Select the appropriate start and end dates from the date picker fields.
2. 1 and 3 Year Goal Name: Enter a descriptive name.
3. Owner: The person who will oversee the 1 and 3 Year Goal.
4. Team Members: Individual users who need to view and interact with the 1 and 3 Year Goal.
5. Viewers: Individual users who only need to view the 1 and 3 Year Goal but aren’t contributing members.
6. Select Existing Team: Add entire Teams to the 1 and 3 Year Goal.
7. Meetings: If needed, select one or more meetings from the dropdown. This will associate the 1 and 3 Year Goal with the selected meetings.
8. Rocks: If there are Rocks already created that need to be associated with the 1 and 3 Year Goal, select them from the dropdown.

Step 3: Add New Rocks to the 1 and 3 Year Goal

1. In the Add New Rock button, and you will see a default Rock block.
2. Fill in the Rock details.
3. If you wish to add additional Rocks, click the “Add New Rock“ button. A new Rock block will appear—repeat the fields as needed.

Step 4: Submit the 1 and 3 Year Goal

1. Review all the entered information.
2. Click the “New 1 and 3 Year Goal“ button at the bottom of the modal.

Step 5: Verify 1 and 3 Year Goal Creation

1. After submission, your new 1 and 3 Year Goal will be listed on the 1 and 3 Year Goals page.
2. You can click the 1 and 3 Year Goal title to review details or and update as needed.