Understanding Goal Steps

Each Goal can be broken down into smaller Steps to help a person work towards achieving their Goal.

Steps can be assigned to different people, given target dates and updated as progress is made.

What can you do with Goal Steps?

As a Buddy or Goals Admin, you can:

• Create Steps within a Goal.

• Assign Steps to the Supported User or other people involved in the Goal.

• Set dates for when Steps should be completed.

• Track progress using statuses such as To Do, In Progress, Overdue and Completed.

• Edit, duplicate, reorder or delete Steps where appropriate.

• Add comments to discuss progress.

• Link Diary entries to Steps as evidence of activities, achievements and progress.

Creating a new Step

1. Open the Goal you want to work on.

2. Select the Steps tab.

3. Enter a Step name in the Quickcreate box and press Enter or click Go.

4. Alternatively, use the Step Wizard to help create a Step.

5. Edit the Step to assign responsibility, set dates and add further details.

Viewing progress

At the top of the Steps page, you can choose between:

• To Do – Steps that still need completing.

• Completed – Steps that have been completed.

• All – Every Step within the Goal.

A progress bar shows how much of the Goal has been completed.

Steps may also be highlighted to show whether they are In Progress or Overdue.

Using Diary entries as evidence

Diary entries can be linked to individual Goal Steps to demonstrate progress.

For example, if someone's Goal is to travel independently, a Diary entry showing them successfully taking a bus could be linked to the relevant Step as evidence of their achievement.

Tip: Keep Steps small, achievable and meaningful to the Supported User. This makes it easier to recognise progress and celebrate achievements along the way.