How To Add an Award Percent Achieved Performance Goal

Percent achieved goals are goals to reach a desired percent. When tracking progress against a percent achieved goal, Responsible Individuals may capture Total Possible and Total Achieved percentages. An example of a percent achieved goal is “Volunteer Retention Rate” with a goal target of 70%.

1. Open Award Management>Awards.
2. Click the   (View Award icon) next to a lead recipient name.
3. Open the Post-Award tab>Performance>Performance Plan.
4. Click the  (Create icon) in the Icon Bar.
5. In the pop-up window, select a Strategy (optional). This will link the goal to an existing strategy.
6. In the Goal Type dropdown, select Percent Achieved.
7. Add the goal Name.
8. Add the goal Description (optional).
9. Select the Responsible Individual. This list pulls from the recipient's Contacts>Staff. The Responsible Individual can add achievements to the goal and is assigned system-generated tasks related to the goal.
10. Add the Percent Desired.
11. Click Create.