Making Rocks SMART
Make Rocks SMART with detailed descriptions and add Milestones to track progress across customized timelines.
Table of Contents
Building Rocks
When building a Rock, be as detailed as possible to make expectations clear for completing the goal by the end of the quarter. We recommend adding Milestones and making the Rock SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) whenever possible.
Milestones
A Milestone breaks down a Rock into smaller pieces with actionable due dates. Each Milestone can be delegated to an individual or worked on as a team.
How to add Milestones to a Rock:
- Click Rocks from the sidebar.
- Select the Rock from the dashboard.
- Press the + button next to Milestones.
- Add a title, due date, and description.
- The due date could be the same as the Rock or earlier as an incremental step towards the larger goal.
- Click Add.
Once a Rock has active Milestones, edit them as you progress, and be sure to save them once finished.
Turn Milestones into To-Dos
Having an accurate due date for Milestones is essential. Seven days before their due date, Milestones automatically become To-Dos unless they are already marked off as completed.
- Open a Rock
- See all Milestones on the ride-side of your window
- Click the checkbox to the right of the Milestone name to create a To-Do
As a To-Do, the Milestone can receive a new due date and an update to its description. The To-Do defaults to one for the team, but it can be switched to a personal To-Do with the on-screen toggle.
Our system keeps the To-Do and Milestone connected. So once the To-Do is completed, it will also be completed as a Milestone.
For more on Rocks, check out the following. |
SMART
When creating Rocks, make them SMART. Feel free to copy and paste these questions below into any Rock's description.
Specific — What specifically will be achieved?
Measurable — How will the completion of this goal be measured?
Achievable — Is this goal achievable by this individual or team?
Relevant — How relevant is this goal to the company's overall vision?
Time-Bound — What are the key dates, and what is the final date for this goal?
Reminder: Team members can add additional details as Milestones to each Rock.