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🎯 Goals & Actions

This section explores ways to work with goals and action steps to support member progress.

Creating Goals​

When you create goals with members, you might consider:

Goal Creation Interface

Helpful approaches for goal creation:

  • Being specific about what success looks like
  • Including ways to measure progress
  • Setting realistic yet meaningful targets
  • Aligning with what matters to the member
  • Establishing timeframes that work for the member

Creating Action Steps​

Action steps break goals into manageable parts:

Action Step Creation

When creating action steps, consider:

  • Breaking complex goals into logical sequences
  • Suggesting appropriate timeframes
  • Providing clear instructions
  • Including opportunities for reflection
  • Designing steps that build confidence

Monitoring Action Steps​

The Action Step view allows you to see progress on individual steps:

Action Step Detail View

Available features:

  • Step descriptions and instructions
  • Due dates and completion status
  • Member notes and comments
  • Related reflections

You might find these approaches helpful:

  • Ensuring steps have clear outcomes
  • Finding the right balance of challenge
  • Responding when members have questions
  • Acknowledging completed steps
  • Adapting steps if they aren't working well

Suggestions for Effective Goals​

Some things to consider when working with goals:

  • Connecting goals to what matters to the member
  • Starting with achievable targets to build confidence
  • Including early wins to build momentum
  • Being open to refining goals based on progress
  • Using completed steps to inform future planning

If you have questions about working with goals and action steps, please reach out to support@octapp.us.