Two ways to add a goal

• 1. Use the “New Goal” button in the top right corner.

  

  If using this button, make sure you specify which Strategic Objective under which you would like your goal to appear.

  

  Or, use the big blue button right next to the Strategic Objective under which you would like it to appear.

  

• 2. Edit a goal:

  Click on any of the text of a goal to edit it.

  

  Or, use the edit button found to the right of every goal.

  
  
  

Add an Action plan:

Click on the blue plus button of a goal too add an action plan.

Edit an action plan

Click on any of the text of an action plan to edit it.

Or, use the edit button found to the right of every Action plan.

Updates are used to notify others of your progress on Goals and Action Plans. To create an update, click the "Add Update" button next to the Goal or Action Plan you have made progress toward completing. Important note: You must be the author or owner of a Goal to add an update.

You will then see all previous updates (if any). Add a new update by clicking the "New Update" button. You may edit your previous updates by clicking directly on the text.

You may then describe the progress you have made.

If updating a Goal, the progress can be automatically tabulated by selecting Auto Update. This works by averaging the Action Plan percentages supporting the Goal.

You may also manually choose the percentage of completion by selecting "Manual Update." After selecting this you will see a percentage selection drop-down menu. This will be visible by default on Action Plans.

When adding a Goal or Action Plan, you may find yourself wanting to emphasize something or add bullet points.
In order to do this, check the box next to "Enable advanced formatting options for this item."

Doing this will enable new editing features.

There are two ways to change your password.
Navigate to the top right corner of new.focusandexecute.com and select “Forgot Password?”

Type your email address in the field and submit. An email will be sent to you with instructions to change your password.

If your username is not an email address, contact the Level 1 Administrator (the person on the top of the Org Chart or their assistant) for help changing your password.

Only level 1 admins can add a new user.
Navigate to the Org chart page.

Navigate to the user to whom the new user will report. Hover over their user name and select "Add User"

Enter the user's information, using their email address as their login name.

This will ensure that they may change their password without the Level 1 Admin's assistance. Select "Add" to finish the process.