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 Metric while monitoring the performance and timelines of each individual Rock.
How to Create 1 and 3 Year Goals
Click the “Add 1 and 3 Year Goal” button at the top of the to 1 and 3 Year Goals listing page to open the 1 and 3 Year Goal creation modal.
- Start Date & Due Date: Select the appropriate start and end dates from the date picker fields.
- 1 and 3 Year Goal Name: Enter a descriptive name in the “1 and 3 Year Goal Name” field.
- Owner: The person who will oversee the 1 and 3 Year Goal.
- Team Members: Individual users who need to view and interact with the 1 and 3 Year Goal.
- Viewers: Individual users who only need to view the 1 and 3 Year Goal but aren’t contributing members.
- Select Existing Team: Add entire Teams to the 1 and 3 Year Goal.
- Meetings: If needed, select one or more meetings from the dropdown. This will associate the 1 and 3 Year Goal with the selected meetings’ agenda.
- Rocks: If there are Rocks already created that need to be associated with the 1 and 3 Year Goal, select them from the dropdown. In the “Add New Rock” button, and you will see a default Rock block.
