Building Plans & Achieving Goals

How to create goals and build plans in Rhythm

Planning

• Creating an Annual Plan
• Using the Plan Builder
• Creating a Quarterly Plan
• Reviewing Your Quarterly Plan
• Cascading to Teams
• Creating a 2 to 5 Year Plan
• Rhythm Intelligence

Tasks

• Managing Tasks

Goals

• Visualizing Goals with Strategy Connector
• Closing Goal Status for the Quarter
• Setting Up OKRs
• Managing Projects in Rhythm
• Copying Goals and Changing Goal Types
• Measuring Key Performance Indicators (KPIs)
• Working on Priorities
• Determining Winning Moves
• Setting Red-Yellow-Green Success Criteria
• Linking Goals
• Creating Goal Dashboards
• Customizing Views for Goal Lists
• Using the People Energy Map
• Customizing Goal Settings
• Using a KPI Scorecard
• Help for Stuck Goals