Help people create better goals faster
We were hearing from CS that our goal create process was less than ideal. Therefore, we interviewed current customers and benchmark tested the current goal creation process. We also observed what happens when customers need to create new goals after the quarter ends. A few pain points became clear.
Creating subgoals is not intuitive (goals that connect to other goals).
Can’t create multiple goals & milestones at once to see the big picture (examples: powerpoints, excel, word, post-its)
Can’t enter detailed information for goals and milestones at once (on one page)
Terminology is confusing
Can’t move goals and milestones around during creation - need to be more flexible
Iterate, iterate, iterate
How we measured success:
We were able to reduce the time it took to create a goal from 3minutes for 1 goal, to 1 minute for multiple goals
We discovered that people like to edit their goal (over 50% within the first 24 hours).
We created a multi-goal creation experience that is intuitive and simple
Users work in multiple fashions and being flexible to that preference was key
We know people struggle to brainstorm good goals and creating a collaborative environment for them to brainstorm increased goal creation in the following quarter after we launched this new features
Research for this project uncovered other challenges users face (change management, career path questions) that were out of scope for this project but became priority problems product would tackle in the future.