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.
Alternatively, 1 and 3 Year Goals can be created directly from the V/TO the same manner described below.
- 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 that can be filled out as normal.
- Once you’ve added and reviewed all information, click the “New 1 and 3 Year Goal“ button at the bottom of the modal.
Viewing and Managing 1 and 3 Year Goals
The 1 and 3 Year Goals page includes both card and list views. Select an 1 and 3 Year Goal card, the 1 and 3 Year Goal name, or the Details button to open the detail panel.
The detail panel shows the 1 and 3 Year Goal name, owner, start date, due date, status, attached Rocks count, meeting count, and overall progress. Overall progress is calculated from the progress of the attached Rocks.
The timeline view displays each attached Rock with its owner, start date, due date, status, percent complete, and timeline bar. Select a Rock row or timeline bar to open that Rock in the slide-out detail drawer.
To update an 1 and 3 Year Goal, use the three-dot actions menu or select Edit 1 and 3 Year Goal from the detail panel.
If no Rocks are attached, the detail panel will show an empty state. Use the edit workflow to attach existing Rocks or create a new Rock.
