Action Items are the key way to mark progress towards a Goal. The more specific an Action Item is will make it easier to tie Evidence and prove completion. Once the Goal has been created, you complete goal creation by creating Action Items to go with the Goal.
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.
- Super Admin
- Account Owner
Steps to accomplish the task:
Once you have created and saved a Goal, it is now time to add Action Items. The right side of the screen is where you create an Action Item. Click the blue + button to create a new Action Item.
Hitting the + button will bring up the Action Item title pop-up. Give the Action Item a title and click save.
Clicking save will give you an empty Action Item where you will define some requirements.
You can change the title and give the Action Item a description if you would like. By default, Users won’t see the possible Evidence types the Action Item can have. Admins, Super Admins, or Account Owners will have the option to select the Evidence types the Action Item might have.
If the Action Item is quantifiable, then check the box next to Add Measurement and give it a Start Value and an End Value. A measurement Action Item might be something like “I want to increase the number of book talks this semester from 5 to 10” or “I want to increase Annual Fund participation from 25% to 35%.” These are quantifiable Action Items that can have both evidence and a measurement value.
Finally, give the Action Item a due Date and click save.
You can repeat these steps as necessary to create all of the Action Items for a Goal.