Goals help you focus and track meaningful work over time, whether you are working on professional growth alone, coaching one person, or rolling out a learning initiative across your Account. When you create a Goal in Sibme, you start with the Goal itself, define the Action Items that break the work down, and finish by adding the people who will own and collaborate on it.
Who is this article for?
Based on the default User Settings in the Sibme platform, you should have permission to complete this task if you are one of the User levels listed below. If you do not see the screens in this article, you can ask your administrator if you have permission.
Users
Admin
Super Admin
Account Owner
Steps to accomplish the task:
You can start a new Goal from three places:
The Goals tab in the top menu — lets you create a Workspace, Huddle, or Account-Wide Goal.
The Goals tab inside a Workspace — creates a Workspace Goal only. Workspace Goals are private to you.
The Goals tab inside a Huddle — creates a Huddle Goal only. Huddle Goals are visible to Huddle Participants.
Here are the steps to create a Goal:
Step 1: Click the green plus button in the top-right corner of the Active tab to start a new Goal.
Step 2: Choose where the Goal will live (top Goals menu only)
If you started from the top Goals menu, you'll be asked Where would you like this Goal to live? Pick one:
Workspace — a private Goal in your own Workspace. No one else in the Account sees it.
Huddle — a Goal that lives inside a Huddle and is shared with that Huddle's Participants.
Account-Wide — a Goal that can be assigned to any individual or Group in your Account, accessible from the Goals menu.
Click Select under the option you want.
Note: If you started inside a Workspace or Huddle, this step is skipped — the Goal location is set automatically.
Step 3: Choose who will own the Goal
On the Who will own this Goal? page, pick the ownership type:
Individual(s) — assign the Goal to a single User, or to multiple Users individually (each user works on their own copy and sees only their own progress).
Group — assign one shared Goal to a Group of Users who will work on it together. (This option only appears if your Account has Group Goals enabled. See Goal Settings for Account Owners.)
Then choose how you want to start:
New — build the Goal from scratch.
New from Templates — start from a saved Goal Template. (See How Do I Use a Template to Create a New Goal?.)
Step 4: Fill in the Goal details
You're now on Step 1 of 3 — Goal. Give the Goal a foundation:
Title (required) — a clear, short name for the Goal.
Description (optional) — context, instructions, or background. Use the paperclip icon in the editor toolbar to attach files (example documents, guidance, rubrics) directly into the description.
Category (optional) — pick an existing category or click Add category to create a new one.
Start Date (required) and End Date (required) — set the Goal's overall timeframe.
Sync Action Item start/due dates with Goal — checked by default. When checked, each new Action Item you create starts out with the same Start and Due Dates as the Goal. You can still change individual Action Item dates as needed. Uncheck this if you'd rather enter Action Item dates from scratch.
Click Next to continue.
Step 5: Add Action Items
You're now on Step 2 of 3 — Action Items. The Goal information you just entered appears in a blue bar at the top of the screen. Click the green Add Action Item button to begin.
For each Action Item, complete the modal:
Title (required) — a short name for this piece of work.
Description (optional) — additional details. The paperclip icon lets you attach files to the Action Item description, just like on the Goal.
Measurement (optional) — turn on if you want to track progress numerically. When on, you can choose between:
Start Value / End Value — track progress as a number or percentage you set.
Use Avg PL — track progress as the average Performance Level across all Frameworks tagged in the Action Item's evidence (Forms, Video or Audio files, Resources, or Frameworks added directly).
Add Form (optional) — attach a Form to the Action Item.
Start Date (required) and Due Date (required) — set the Action Item's timeframe.
Then choose how to finish the modal:
Add More — saves this Action Item and opens a fresh modal so you can add another.
Done — saves this Action Item and closes the modal.
Each Action Item you've added appears in the table below the Goal info bar, with columns for Title, Description, Form, Measurement values (if used), Start Date, and Due Date. Hover over any row to reveal the pencil icon (edit), trash icon (delete), and the hamburger handle on the left (drag-and-drop to reorder). Hover over a truncated Description or Form name to see the full text in a tooltip.
When all Action Items are added, click Next.
Step 6: Add Goal Owners and Collaborators
You're now on the final step. Click the green Add Roles button to open the Roles modal.
For a Huddle Goal, this step also includes a Huddle picker — choose which Huddles the Goal will live in, and then click the Roles button on each selected Huddle to assign roles to its Participants. Only Participants of the selected Huddles can be given roles on a Huddle Goal.
In the Roles modal:
Search for a User or Group by name or email, or click Directory for a full list.
Select each User (or Group) you want to add and click Add. When you add a Group, each member is broken out into the list individually so you can assign roles per person.
For each User, click one of the role tiles next to their name to assign their role. The selected tile turns dark gray:
Owner — the person responsible for the Goal's progress and given credit for it.
Viewer — can view the Goal and its Action Items.
Editor — can edit the Goal and its Action Items.
Evidence — can add and manage evidence on the Goal's Action Items.
Reviewer — can review and provide feedback on Action Items.
Click Done.
Every Goal needs at least one Owner.
Step 7: Review and publish
On the review screen, the Goal info sits at the top, with the Action Items and Roles sections below — each can be expanded or collapsed using the chevron on the right.
Click Optional Settings to review or change the per-Goal settings (notifications, calendar additions, override of any Account-level Goal settings).
When everything looks right, click Save and Publish to set the Goal live so the Owners and Collaborators can start working on it.
Sibme auto-saves your work as you go, so you can step away at any point and pick up where you left off. Goals that haven't been published yet appear on the Unpublished tab of the Goals page where you can return to finish them.
What’s Next: