Goals are the major driver behind the conversations you will have with your customers. An asset-oriented, forward-thinking and passionately-held goal can motivate customers to achieve what's most important to them.
To start, when in a customer's profile page, click on the “Goals” tab on the left sidebar.
Adding a New Goal
1. Click on the “New Goal” button
2. Fill in the form
i. "Name" field:
This is where you'll key in the customer's goal. It can be any passionately-held goal that the customer has: from "renting a new apartment" to "traveling to Costa Rica."
Tip: If your customer has difficulty thinking of a goal, brainstorm together with your customer using the Envisioning My Goal worksheet.
ii. “Goal Type" field
Select an option based on the goal’s criteria:
- Specific due date: if a customer wants to achieve the goal by a specific date. Change Machine will calculate the amount a customer needs to save every week in order to achieve the dollar amount listed in the “Amount” field.
- Specific regular savings: if a customer is currently saving a specific amount per week regularly. Based on this saving per week amount and the start date entered, Change Machine will determine the end date that the customer will achieve the goal.
iii. "Amount" field
This field indicates the amount needed by the customer to achieve that goal.
iv. "Amount Saved" field (optional)
If the customer has started to save for this specific goal, this amount can be entered here.
v. "Status" field (optional)
- Active: a main goal that a customer wishes to achieve. There can only be one active goal at anytime.
- Achieved: a goal that a customer has achieved.
- Inactive: a goal that a customer has, but is being set aside for the time being.
- Stalled: a goal that a customer is unable to achieve for the time being.
vi. "Type" field (optional)
This is an optional field to be filled up that may be helpful for your organization to group goals together and keep track of them.
vii. "Description" field (optional)
Notes and further description of a customer's specific goal may be entered here.
viii. "Initial Meeting" field
Select a meeting date when this goal was discussed with your customer. The initial meeting always defaults to the latest meeting date.
3. Click "Save"
Click the "Save" button to save the goal, or the "Cancel" button to return to the previous page.
Tracking Goals Over Time
If you have seen the same customer over several meetings and have entered data in those meetings, you will be able to see historical information over time.
1. Click on an existing goal
If your customer doesn't have a goal yet, you may add one now.
2. A detailed pane of information will appear on the right side
This pane displays:
- the goal's name
- start date
- due date
- total amount needed for the goal
- amount saved for the goal
- remaining amount needed for the goal
- saving per week
- a table of relevant historical data for that goal
In the table of historical data, click on the "Amount" or "Saved" column to edit past data for the goal.
How to Edit or Delete a Goal
Click on an existing goal.
To edit a goal, click the "Edit" button. This will allow you to update the Amount Saved to indicate the progress they are making towards that goal. You can also update the Goal status to indicate that a goal is now inactive or achieved.
To delete a goal, click the "Delete" button.
Tip: If your customer increases the amount saved on a goal, be sure to also update the Asset Balances worksheet to reflect the increased savings. This will contribute to the customer's cash value and progress towards the Assets outcome.
Printing the Goals Dynamic Worksheet
Clicking the "Print" button at the bottom of the Goals dynamic worksheet will enable you to print a summary of the goals entered in the dynamic worksheet.
Depending on your customer's language preference selected within the customer's Details tab, the language on the printout will be in either English or Spanish.