How to create a Goal Cycle?
Goal cycles help structure goals around specific timeframes, such as quarterly or annual cycles. Creating a goal cycle in ThriveSparrow helps you manage and track goal-setting periods across your organization. Follow these simple steps to set up a new cycle:
Access the Goal Cycle Section
- Go to the Goals module in the Admin view.
- In the left navigation bar, select the Goal Cycle section.
Note: The system automatically creates four quarterly goal cycles. For example, if you set up goals in October 2024 and your annual cycle starts in January, it will create Q4, Q1-25, Q2-25, Q3-25. This means you’ll see the current quarter and the next three quarters, along with the current year’s annual cycle. Once the year is 3/4 complete, the system will also generate the following year’s cycle automatically. So since October is the start of Q4 and ¾ of the year is completed two annual cycles Y-2024 and Y-2025 would be created.
P.S: Once the goal cycle is set, it cannot be changed
Create a New Goal Cycle
- Click on the + New Cycle button to start.
Provide Basic Details
- Title: Give your new goal cycle a clear, descriptive title (e.g., Q1 2024 Performance Goals).
- Start and End Date: Set the date range during which this goal cycle will be active.
Set Default Goal Cycle
- Choose whether this goal cycle should be the default by checking the Make this cycle default option.
- Note: If you choose this option, it will override the current default goal cycle for your organization.
Save the Goal Cycle
- After filling out the required information, click the Save button to finalize and activate the new goal cycle.
Should you need any help, don’t hesitate to contact our support team. Happy thriving!