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Life Plan Goals in Kibu are member-specific, unique to each individual, unlike daily notes, which are shared across the group.
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The goal builder, where you create individualized goals and the tasks staff answer for each member.

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Before You Begin

Ensure you have:
  • Your groups correctly created
  • Member(s) added to their correct group assignments
You can save time by copying existing goals. Click New Goal, then select Copy from Member to pick goals from another member, or Copy from Goal Title to search for goals by title. The goals and their tasks are copied into this member’s plan, where you can customize them.

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Step-by-Step Creation Process

1

Open the Goal Builder

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A member's life plan, showing the New Goal button.

1

Navigate to the Member's profile

2

Select Life Plan, then View Plans

If the member has more than one plan, open the plan you want.
3

Click New Goal, then select Create New Goal

Click New Goal to open the menu.
2

Basic Goal Setup

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The Create Goal form where you enter the goal's title, description, dates, and groups.

  • Title: Enter a clear, descriptive name.
  • Description: Provide context about the goal.
  • Expected Completion Date: Set the completion timeframe if this is a goal with a deadline. Leave it blank for an ongoing goal.
  • Groups: Select which group(s) will track this goal for the specific member.
  • Create Goal: Once you are satisfied with your goal details, click Create Goal. The goal builder opens, where you add tasks.
3

Choose a Task Type

Tasks are the questions staff answer to track goal progress. Choose the most appropriate type for your goal tracking. We know this can be an intimidating process so we have outlined how best to use each option below:
Tips for writing your first tasks:
  • Keep questions simple and direct
  • Focus on one specific behavior or task per question
  • Use consistent terminology across goals
  • Consider how the data will be used for progress tracking
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The Add Task menu showing the task types for a Life Plan Goal.

  • Yes/No: Best for clear, binary outcomes. Example: “Did [Member] participate in the activity today?”
  • Single Select: Best for choosing one option from multiple choices. Example: “What level of support was needed today?” with Independent, Minimal Support, Full Support.
  • Multi-Select: Best for selecting multiple applicable options. Example: “Which activities did [Member] engage in today?” with Art, Music, Movement, Social Interaction.
  • Number: Best for quantifiable goals. Example: “How many minutes did [Member] engage in the activity today?”
  • Short Text: Best for brief responses or quick notes. Example: “What was [Member]‘s initial reaction?”
  • Paragraph: Best for detailed observations and comprehensive notes. Example: “Describe [Member]‘s interaction during the activity and any notable behaviors observed.”
4

Add Your First Tasks

Click Add Task and choose from the task types explained above. These are the first tasks a will see when filling out a member’s service record for the day.
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The Life Plan Goal builder preview panel showing how the goal will appear to staff when filling out a service record.

The right side of the life plan goal builder offers a preview of what your staff will see and allows you to test goals before saving them.
5

Create Follow-Up Responses or Questions

Once you have decided the initial questions it is time to create followup questions/fields each DSP will complete based on the initial response:
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The follow-up question configuration panel, showing trigger response selection and follow-up format options.

1

Add Follow-up Questions

2

Select the trigger response

3

Choose the response format

4

Configure the follow-up question

Example “Was goal practiced”:

If No

Skip follow-up since goal was not practiced.

If Yes

Display a follow up text area asking how the task went.
6

Complete Your Goal

Before finishing your goal:
1

Preview how it will appear to staff

2

Test the questions

3

Confirm group assignments

4

Click Save Goal

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Multiple Life Plans Per Member

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A member's Life Plans list showing multiple named plans.

Members can have more than one named life plan. This allows you to organize goals into separate plans, for example, one plan for daily living skills and another for employment goals. Each plan:

Name

Has its own name set by the administrator.

Goals

Contains its own set of goals.

Acknowledgements

Tracks acknowledgements separately.
In service records, goals are organized and labeled by which plan they belong to, making it easy for staff to navigate to the relevant section.

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To create a new plan for a member

1

Open the member's profile

2

Select Life Plan, then View Plans

3

Click New Plan, then select Create New Plan

Click New Plan to open the menu.
4

Give the plan a name

5

Begin adding goals to the plan

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Deleting Goals

When a goal is made inactive or marked as complete, its tasks continue to appear correctly on any past service records created while the goal was active. Your historical records are never affected by changes to a goal’s current status.
If you delete a goal entirely, the data will not show up in reporting or be accessible.

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Exporting Life Plan Goal Data

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The Explore page showing export and download options.

Life plan goal data can be exported for reporting, compliance, or sharing with support coordinators. You can export:

Single Goal

Data for a single goal.

All Goals

Data for all goals at once.

Progress Graphs

Graphs showing progress over time (for one goal or all goals).

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To export

1

Open the member's profile and select Life Plan, then Explore

2

Select the goal you would like to export

3

Press the download button to choose your export format

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Best Practices

  • Be specific and measurable
  • Use clear, simple language
  • Focus on observable behaviors
  • Include success criteria
  • Set realistic timeframes
  • Use consistent terminology
  • Include relevant context
  • Document both successes and challenges
  • Note any modifications needed
  • Review progress regularly
  • Adjust goals as needed
  • Document any goal modifications
Regularly review and adjust goals based on member progress and changing needs, as the most effective goals evolve with the member’s development. Ensure all goals are confirmed with the authorizing party to maintain proper documentation.Note for admins: Life Plan Acknowledgements under Settings require staff to review and acknowledge a member’s life plan before signing service records. When enabled by an admin, staff must review the member’s goals and teaching methods, and click acknowledge to confirm. Admins can configure whether this blocks service record signing entirely or simply reminds staff, and can set it to expire after a certain period of time or whenever the life plan is updated.