> ## Documentation Index
> Fetch the complete documentation index at: https://help.kibu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Life Plan Goals

> Kibu's Life Plan Goals system revolutionizes how organizations manage, track, and analyze individual service plans. Whether you call them Life Plans, PCPs, or ISPs, our platform provides a streamlined experience for both administrators and direct support professionals.

<Frame caption="The Global Life Plan Goals view, accessible from your organization's settings.">
  <img src="https://mintcdn.com/kibu/hbYODml4kXu0qb46/images/CleanShot-2026-07-10-at-14.12.24@2x.png?fit=max&auto=format&n=hbYODml4kXu0qb46&q=85&s=03bda5810e8e8eaa3a7432fdb38be27e" alt="Clean Shot 2026 07 10 At 14 12 24@2x" width="3108" height="1736" data-path="images/CleanShot-2026-07-10-at-14.12.24@2x.png" />
</Frame>

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.

## Key Features

### 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.

<Frame caption="The Life Plan Goals form builder showing the drag-and-drop interface and real-time preview.">
  <img src="https://mintcdn.com/kibu/hbYODml4kXu0qb46/images/CleanShot-2026-07-10-at-14.13.40@2x.png?fit=max&auto=format&n=hbYODml4kXu0qb46&q=85&s=1be0e6b6792c3836b2b71c1396105813" alt="Clean Shot 2026 07 10 At 14 13 40@2x" width="3108" height="1738" data-path="images/CleanShot-2026-07-10-at-14.13.40@2x.png" />
</Frame>

<Columns cols={2}>
  <Card title="Real-time Preview" icon="eye">
    Watch your form take shape as you build it.
  </Card>

  <Card title="Drag-and-Drop Interface" icon="grip-vertical">
    Easily arrange and organize questions.
  </Card>
</Columns>

<Columns cols={2}>
  <Card title="Smart Question Logic" icon="question-circle">
    Configure follow-up questions based on responses. For example, when a <Tooltip tip="Direct Support Professional — a staff member who provides daily care." headline="DSP">DSP</Tooltip> selects "Yes", automatically show a text box for details. Create dynamic flows for easier staff navigation.
  </Card>

  <Card title="Flexible Response Options" icon="seal-question">
    Multiple choice, text, checkboxes, customizable dropdown menus, conditional field display, and smart form organization tools.
  </Card>
</Columns>

### Efficient Goal Management

Save time and reduce redundancy with powerful goal management tools.

<Columns cols={3}>
  <Card title="Copy Goals Between Members" icon="copy">
    Replicate similar goals in just a few clicks.
  </Card>

  <Card title="Multi-Group Assignment" icon="users">
    Select multiple groups for a goal to be assigned to.
  </Card>

  <Card title="Goal Templates" icon="file-pen">
    Create reusable templates for common goals.
  </Card>
</Columns>

### Progress Tracking & Analytics

Monitor and measure progress with comprehensive tracking tools.

<Columns cols={2}>
  <Card title="Point-Based Tracking" icon="chart-bar">
    Assign success values to responses.
  </Card>

  <Card title="Global Task Report" icon="table">
    View all goals and tasks in one place.
  </Card>

  <Card title="Progress Visualization" icon="chart-line">
    Clear visual indicators of goal completion.
  </Card>

  <Card title="Performance Metrics" icon="trophy">
    Track success rates and patterns.
  </Card>
</Columns>

## Advanced Features

### Goal Configuration & Management

Customize and standardize your goal tracking with powerful management tools:

<Columns cols={3}>
  <Card title="Options Library" icon="books">
    Create preset response sets for consistency. Manage dropdown menus and checkbox lists centrally. Share standardized options across your organization.
  </Card>

  <Card title="Group Controls" icon="people-group">
    Assign goals to multiple groups simultaneously. Configure individual and organization-wide assignments. Customize access and tracking per group.
  </Card>

  <Card title="Success Tracking" icon="circle-check">
    Configure point-based progress tracking and track progress accurately while accounting for exceptions.
  </Card>
</Columns>

**Success tracking values:**

<Columns cols={3}>
  <Card title="Success — 1 point" type="check" icon="check">
    Goal met (e.g., "Yes").
  </Card>

  <Card title="Fail — 0 points" type="danger" icon="x">
    Goal not met (e.g., "No").
  </Card>

  <Card title="Ignore" type="note" icon="minus">
    Situations where tracking doesn't apply.
  </Card>
</Columns>

## Getting Started

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

<Steps>
  <Step title="Navigate to the Life Plans Settings page" />

  <Step title="Set up your Options Library with standard responses" />

  <Step title="Head to our detailed creation guide to build your first goal">
    See the [detailed creation guide](/documentation/creating-lpg) for full instructions.
  </Step>

  <Step title="Assign goals to members or groups" />

  <Step title="Monitor progress through the Global Task Report" />
</Steps>
