How To Add a Performance Goal

Depending on the opportunity settings, there may be a Performance Plan page. Funders may also include defined programmatic goals for applicants to meet through grant activities. If goals have been pre-defined, they will appear in the goal type dropdown.

1. Open the opportunity.
2. Click Performance Plan.
   
3. Click + Add Goal.
   
4. In the pop-up window, select a Goal Type. The available goal types may vary depending on the opportunity settings.
   • Milestone: Track completion of grant milestones (i.e. Will you complete X?)
   • Narrative: Capture a narrative response (i.e. How will you complete X?)
   • Numeric: Track discrete numbers to achieve (i.e. Will you achieve X number?)
   • Percent Achieved: Track a percent to achieve (i.e. Will you achieve X%?)
   • Percent Change: Track a percent increase or decrease (i.e. Will you achieve X% increase?)
   • Reimbursement: Track discrete units to achieve with a dollar rate per unit (i.e. Will you achieve X units with a reimbursement rate of $Y/unit?)
5. Add a goal Name.
6. Add the goal information. The fields will vary depending on the goal type.
7. Click Save.