Creating Goals

Goals help you stay on track of all your deliverables, enabling you as well as your manager, to keep a close eye on your progress. This is important for you to stay on top of your responsibilities and help you optimise for efficiency and productivity.

Anyone can create Goals in Mesh - you as an employee, your manager or the process owners/ HR Admins. Apart from this, your manager and the process owners also have the option of setting company objectives, to which all goals need to be assigned

Here’s how you can go about creating Goals in Mesh,

‍Step 1: On the Mesh homepage, go to Mesh list (the panel on the right side) and toggle to the Goals part.

Step 2: Click on “Create new Goal” (plus icon) on the top of the Mesh list. This will open a new window from the right-hand side for setting up your KRs.

Step 3: Objective

First of all, click on the Select Objective "+ icon" to align your KR to any of the already created Objectives or sub-Objectives, which is mandatory. Only managers and admins have the access to create new objectives.

Step 4: Key Result (KR)

This could be either the title/ name of your KR or a result you wish to achieve. Common examples could include, write 10 articles or hire 3 engineers or conduct 2 webinars. 

‍Step 5: Metric Name 

"Metric Name" is essentially used to define the type of your Key Result. This could be a revenue KR, leads KR, NPS KR, etc. This will help anyone immediately recognize the category in which the KR is supposed to create a larger impact.

Step 6: Select measure

Select a measure of how you wish to evaluate your Target value.

• ₹: When the outcome of your KR is to be in the terms of monetary value. For example, if you wish to decrease your operational expenses by 50,000 ₹ every quarter.
• %: When the outcome of your KR is to be in percentage terms. For example, if you wish to increase the conversion rate of your demo form by 10%.
• #: When the outcome of your KR is to be in units. For example, making 10 social posts for the week.

Step 6: Starting

While the Starting value will almost always be 0 (default), the way the system works is whatever value you put in here except 0, the system will assume that the previous amount of work has already been done and it'll start evaluating your goal accordingly. For example, if your starting value is 11%, the system will assume that 10% or 1/10th of the work has been already done.

‍Step 7: Target Value

This will be a numeric value, corresponding to the outcome of your KR. Taking the above examples again, the Target value could be, 10, 3 or 2.

Step 8: Visibility

While the default Goal visibility is set by admins in the settings panel, Goal owners can override the visibility of their individual Goals via this option. Read the article on Goal visibility, in case you wish to know more about it.

Step 9: Description

This is where you add a detailed description of the Goal or Key Result you wish to achieve. 

Step 10: Owner(s)

You have the option to add multiple owners to a Goal.

Step 11: Collaborator(s)

You have the option to add multiple collaborators to a Goal.

Step 12: Start on & due by

Ideally, the day you’re creating your Goal is what your default Start date will be, but you have the option to modify it as per your wish. Your due date will be the one by when you need to complete your Goal.

Here’s a GIF of the Goal creation process.