How to Create a Goal
This guide describes how to create a goal for yourself.
Patrick McClain
27 steps
6 minutes
CSOD
1
Navigate to <https://cornerstone.ou.edu/> and click on the menu icon
2
Click "Performance" and then click "Goals"
3
Click "Create"
Note: If you do not have any goals approved for the current time period, it will look empty like the screenshot above. If you want to review previous years' goals, you can click on the drop down arrow next to "Current Period".
Creating a Goal for Yourself
There are two ways to create a goal - 1. Create the goal yourself, or 2. Use the goal library.
4
Click in the text box to create a "Goal Statement". This can be a few words or a sentence to describe the goal at a high-level.
5
Click in the text box to provide a more detailed description of the goal.
6
Click on the calendar icon to select the date the goal will begin. Oftentimes, the start date will be the beginning of the calendar year, but it can be any date of the year.
7
Click on the calendar icon to select when the goal should be completed. Oftentimes, the end date will be the end of the calendar year, but it can be any date of the year.
(Optional) Creating a Task
8
(Optional) Click here to add one or more "Tasks" to the goal. Tasks can be used to identify specific steps and/or milestones to achieve the goal.
9
A new pop-up window will open. Click in the "Description" text box to add the task details.
10
(If needed) Similar to goals, you can click on the calendar icon to change the start and/or end dates for this task.
11
Once you are finished, click "Done"
12
(If needed) Repeat Steps 7 thru 9 to create additional tasks for this goal.
13
When ready, click "Submit" to complete creating the goal. (Alternatively, you can click "Save as Draft" if you want to edit/submit the goal at a later time.)
14
Once you've added all the goals you need to, click "Send Approval Request". (Your supervisor will have to approve the goal before it is finalized.)
15
Click "Yes" to submit your goal(s). Your supervisor will receive an automated email from the system letting them know you have submitted a goal(s) for approval.
16
Verify that you see "Request Sent" to ensure your goal(s) were submitted to your supervisor correctly.
It is important to remember that your supervisor has the right to change, edit, or remove part or all of the goal you created. If you have any questions or concerns about the edits, please reach out to your supervisor to discuss.
(Optional) Using the Goal Library
17
Click "Library" to open up a new window.
18
Click in the search box for a specific goal, or click on the page numbers to view all of the available goals.
19
To view the description of a goal, click on the name of the goal.
20
When you have selected the goal you want, click "Import".
21
The goal statement and description you selected above will auto-populate those fields.
22
Click in the "Goal Statement" and/or "Description" text box to add, edit, or delete the default text.
23
(If needed) Click the calendar icon to change the "Start Date" and/or "End Date" for the goal.
(Optional) To add "Tasks" follow Steps 8 thru 11 above.
24
When ready, click "Save" to complete creating the goal.
Finalizing Your Goal
25
Once you've added all the goals you need to, click "Send Approval Request". (Your supervisor will have to approve the goal before it is finalized.)
26
Click "Yes" to submit your goal(s). Your supervisor will receive an automated email from the system letting them know you have submitted a goal(s) for approval.
27
Verify that you see "Request Sent" to ensure your goal(s) were submitted to your supervisor correctly.
It is important to remember that your supervisor has the right to change, edit, or remove part or all of the goal you created. If you have any questions or concerns about the edits, please reach out to your supervisor to discuss.
How to Create a Goal
This guide describes how to create a goal for yourself.
Patrick McClain
27 steps
6 minutes
CSOD
1
Navigate to <https://cornerstone.ou.edu/> and click on the menu icon
2
Click "Performance" and then click "Goals"
3
Click "Create"
Note: If you do not have any goals approved for the current time period, it will look empty like the screenshot above. If you want to review previous years' goals, you can click on the drop down arrow next to "Current Period".
Creating a Goal for Yourself
There are two ways to create a goal - 1. Create the goal yourself, or 2. Use the goal library.
4
Click in the text box to create a "Goal Statement". This can be a few words or a sentence to describe the goal at a high-level.
5
Click in the text box to provide a more detailed description of the goal.
6
Click on the calendar icon to select the date the goal will begin. Oftentimes, the start date will be the beginning of the calendar year, but it can be any date of the year.
7
Click on the calendar icon to select when the goal should be completed. Oftentimes, the end date will be the end of the calendar year, but it can be any date of the year.
(Optional) Creating a Task
8
(Optional) Click here to add one or more "Tasks" to the goal. Tasks can be used to identify specific steps and/or milestones to achieve the goal.
9
A new pop-up window will open. Click in the "Description" text box to add the task details.
10
(If needed) Similar to goals, you can click on the calendar icon to change the start and/or end dates for this task.
11
Once you are finished, click "Done"
12
(If needed) Repeat Steps 7 thru 9 to create additional tasks for this goal.
13
When ready, click "Submit" to complete creating the goal. (Alternatively, you can click "Save as Draft" if you want to edit/submit the goal at a later time.)
14
Once you've added all the goals you need to, click "Send Approval Request". (Your supervisor will have to approve the goal before it is finalized.)
15
Click "Yes" to submit your goal(s). Your supervisor will receive an automated email from the system letting them know you have submitted a goal(s) for approval.
16
Verify that you see "Request Sent" to ensure your goal(s) were submitted to your supervisor correctly.
It is important to remember that your supervisor has the right to change, edit, or remove part or all of the goal you created. If you have any questions or concerns about the edits, please reach out to your supervisor to discuss.
(Optional) Using the Goal Library
17
Click "Library" to open up a new window.
18
Click in the search box for a specific goal, or click on the page numbers to view all of the available goals.
19
To view the description of a goal, click on the name of the goal.
20
When you have selected the goal you want, click "Import".
21
The goal statement and description you selected above will auto-populate those fields.
22
Click in the "Goal Statement" and/or "Description" text box to add, edit, or delete the default text.
23
(If needed) Click the calendar icon to change the "Start Date" and/or "End Date" for the goal.
(Optional) To add "Tasks" follow Steps 8 thru 11 above.
24
When ready, click "Save" to complete creating the goal.
Finalizing Your Goal
25
Once you've added all the goals you need to, click "Send Approval Request". (Your supervisor will have to approve the goal before it is finalized.)
26
Click "Yes" to submit your goal(s). Your supervisor will receive an automated email from the system letting them know you have submitted a goal(s) for approval.
27
Verify that you see "Request Sent" to ensure your goal(s) were submitted to your supervisor correctly.
It is important to remember that your supervisor has the right to change, edit, or remove part or all of the goal you created. If you have any questions or concerns about the edits, please reach out to your supervisor to discuss.
