How do I set up and manage individual and team goals?

In this article, we’ll walk through some best practices around the hierarchy and nomenclature for goal management in Bridge (video available here).

There are three types of Goals (or Objectives) in Bridge:

  • Company - The big picture (one line only)
  • Team - Goal with start/end, status, weight; can be aligned to Company Goal
  • Individual - Goal with start/end, status, weight; can be aligned to Team Goal

Bridge Goal Template

Required Fields

  • Goal Title
  • Due Date
  • Status (select from the drop-down)
  • Progress Metric
  • Weight
    • Use this field to indicate the relative importance of this goal compared to others
    • How much of your time should be devoted to this goal?
    • Note: you will need to track the weighting across your goals; in Bridge, the numbers can exceed 100, and you will want to stay at 100.

Goal Alignment

  • CEO sets company goals (done yearly)
  • Leaders set Team goals (VPs, Directors) - Align with Company Goals
  • Individual set personal goals - Align with Team Goals

Alignment in Bridge Interface

Example

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