Making Rocks SMART
Make Rocks SMART with detailed descriptions and add Milestones to track progress across customized timelines.
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Insights
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Data
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Rocks
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To-Dos
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Issues
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Meetings
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Headlines
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Vision
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Org Chart
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1-on-1
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Process
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Directory
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Mastery
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Assessments
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Integrations and Beta
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Account Options and Troubleshooting
Table of Contents
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.
SMART Methodology
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.
Copy and Paste Template
Copy and paste the table below to use as a template in your Rocks.
Milestones
A Milestone breaks a Rock down into smaller pieces with actionable due dates. Each Milestone can be delegated to an individual or worked on as a team. To enable Milestones for your account, go to Settings > Configuration.
To add Milestones to a Rock:
- Click Rocks from the left navigation.
- Select the arrow on the Rock to display milestones
- Click + Add Milestone.
- Add a title
- To edit the milestone, select it from the list
- Edit due date, and description.
- The due date could be the same as the Rock or earlier as an incremental step towards the larger goal.
- Edit due date, and description.
- Click Add.
Turning Milestones Into To-Dos
It is essential to have an accurate due date for Milestones. Seven days before their due date, Milestones automatically become To-Dos unless they are already marked off as completed.
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 private 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.