The Three Types of Goals in Propel Your Business #
In Propel Your Business, there are three types of goals:
1. Company Goals #
- Who sees them: Company Admins and any users granted access.
- Purpose: Track month-over-month performance of key business metrics.
- Focus: These are the levers that drive the company toward its annual targets.
- Where to view: Found under Company Goals in the left-hand navigation bar.
- In meetings: Typically discussed in leadership team meetings, where attendees can also view Health Scores and Enterprise Value.
2. Macro Plan #
- Who sees them: Teams or groups that may not have access to full company goals.
- Purpose: Track monthly performance metrics tied to that team’s specific outcomes.
- Example: A sales huddle might track “Clients Generated” month by month as their macro goal.
3. Micro Goals #
- Purpose: Short-term or smaller timeframe goals.
- Link to Macro Plan: Often tied directly to the larger macro goal.
- Example: An individual’s “Clients Generated” goal may connect to the sales team’s macro-level “Clients Generated” target.
Recap #
Propel Your Business structures goals at three levels:
- Company Goals – the big picture for the whole organization.
- Macro Plan – team-level performance measures.
- Micro Goals – short-term, individual or tactical objectives.
This layered system ensures alignment between individual work, team objectives, and the company’s overall targets.