Life Plan Goals

The image above shows the Global Life Plan Goals view, accessible from your organization’s settings. This centralized dashboard displays all created goals across the organization, along with their member and group assignments, enabling efficient goal management and oversight.

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Key Features

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Form Builder & Question Design

Create clean and concise life plans with ease using our drag-and-drop form builder. As you build daily tasks, you’ll see exactly what your staff will see.

• Real-time Preview: Watch your form take shape as you build it
• Drag-and-Drop Interface: Easily arrange and organize questions
• Smart Question Logic:
  • Configure follow-up questions based on responses
  • Example: When a DSP selects “Yes”, automatically show a text box for details
  • Create dynamic flows for easier staff navigation
• Flexible Response Options:
  • Multiple choice, text, checkboxes
  • Customizable dropdown menus
  • Conditional field display
  • Smart form organization tools

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Efficient Goal Management

Save time and reduce redundancy with powerful goal management tools.

• Copy Goals Between Members: Replicate similar goals in just a few clicks
• Multi-Group Assignment: Select multiple groups for goal to be assigned to
• Goal Templates: Create reusable templates for common goals

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Progress Tracking & Analytics

Monitor and measure progress with comprehensive tracking tools.

• Point-Based Tracking: Assign success values to responses
• Global Task Report: View all goals and tasks in one place
• Progress Visualization: Clear visual indicators of goal completion
• Performance Metrics: Track success rates and patterns

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Advanced Features

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Goal Configuration & Management

Customize and standardize your goal tracking with powerful management tools:

• Options Library:

  • Create preset response sets for consistency
  • Manage dropdown menus and checkbox lists centrally
  • Share standardized options across your organization

• Group Controls:

  • Assign goals to multiple groups simultaneously
  • Configure individual and organization-wide assignments
  • Customize access and tracking per group

• Success Tracking:

  • Configure point-based progress tracking:
    • Success (1 point) = Goal met (e.g., “Yes”)
    • Fail (0 points) = Goal not met (e.g., “No”)
    • Ignore = Situations where tracking doesn’t apply
  • Track progress accurately while accounting for exceptions

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Getting Started

Ready to create your first Life Plan Goal? Follow these initial steps:

1. Navigate to the Life Plans Settings page
2. Set up your Options Library with standard responses
3. Head to our detailed creation guide to build your first goal
4. Assign goals to members or groups
5. Monitor progress through the Global Task Report