Using Goals and Scorecards in Meetings #

Goals and scorecards can be integrated directly into your meeting series, allowing teams to review performance and stay aligned during recurring meetings.

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Where to Find Goals and Scorecards in Meetings #

1. Navigate to the Meetings module
2. Open a specific meeting
3. In the agenda bar, select:
   • Scorecards
   • Activities

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Scorecards in Meetings #

Viewing Scorecards #

When you click Scorecards, you will see:

• Pinned Scorecards – Scorecards attached to this meeting series
• Primary Scorecard – Often the main company or shared scorecard
• All Goals – A full list of goals available in the system

You can use filters to find specific goals or scorecards.

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Pinning Scorecards to a Meeting #

You can control which scorecards appear in a meeting:

1. Click the Scorecard selector/pin option
2. View:
   • All scorecards
   • Already pinned scorecards
3. Click Pin or Unpin to manage visibility

You can pin multiple scorecards to a single meeting series.

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Creating Scorecards from a Meeting #

You can create a new scorecard directly within a meeting:

• Click Create Scorecard
• Set it up as needed
• Pin it to the meeting for ongoing use

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Working with Goals in Meetings #

Within the meeting:

• You can add existing goals to the meeting
• You can create new goals directly
• Goals can be tied back to scorecards for tracking

This allows real-time alignment between discussion and measurable outcomes.

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Activities Tab #

The Activities tab represents leading indicators tied to goals.

What Are Activities? #

• Actions or behaviors that drive results
• Examples:
  • Sales calls made
  • Meetings scheduled
  • Proposals sent

Key Features #

• Activities are tracked within a defined time period
• They can be linked to broader goals
• They help teams focus on inputs, not just outcomes

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Key Takeaways #

• Scorecards and goals can be embedded directly into meetings
• You can pin, create, and manage scorecards within a meeting series
• Goals can be added or created in real time during meetings
• Activities provide visibility into leading indicators driving results

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Best Practice #

Use meetings to:

• Review scorecards for outcomes (lagging indicators)
• Track activities for inputs (leading indicators)
• Keep teams aligned through a consistent rhythm of accountability