- Locate Strategic Goal: On the main Goals screen, navigate to the Strategic Goal you wish to edit (e.g., Holistic Community Prosperity & Leadership Pipeline).
- Initiate New Goal: Click the + Add New Goal link associated with that Strategic Goal. This opens the “New Goal” creation window.
- Enter Goal Name: Type the specific Goal name (e.g., Future-Proofing Success: NextGen Opportunity Pathway).
- Add Description: Enter the detailed, measurable goal statement in the “Description” field.
- Set Timeframe and Status:
- Select the Start Fiscal Year and End Fiscal Year.
- Ensure the Status is set to Active.
- Save the Goal: Click Save Goal to finalize the new Goal and list it under the Strategic Goal.