Implementation Training – Part 4

Add Objectives and Feedback

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Now you are ready to create actual Objectives and actual Feedback for your users.
I included examples, feel free to be creative with your own.

Add Objectives

Two For each Role

One for one Individual on each level of your org chart

Two Team Objectives

DescriptionScopeScope DescriptionActiveGlobal
Sales1Role10
Operations1Role10
IT1Role10
HR1Role10
Accounting1Role10
Marketing1Role10
Admin1Role10
Customer Service1Role10
Business Development2Team10
Training2Team10
Reporting0Individual10
Sales Calls0Individual10
Tax Filings0Individual10
Revenue1Role10
Profit1Role10
Corporate Programs1Role10
Shift Reports1Role10

Add Feedback

One for each category you’ve created

FeedbackValueCategoryStatusAction 
Exceeded Budgeted Sales Leads!4Sales LeadsActiveEdit
Exceeded Forecasted Monthly Closed Deals!5Sales ProductivityActiveEdit
n a Challenging Deal!5Sales SkillsActiveEdit