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The Global Life Plan View in Kibu Settings showing the Upload Life Plans button
Uploading Life Plan Goals through templates is an efficient way to create and organize goals in bulk for your organization. This guide will walk you through the entire process from template download to goal upload.

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Getting Started

To access the upload tool:
1

Go to Settings in your Kibu navigation

2

Navigate to Global Life Plan View

3

Click the Upload Life Plans button

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Step 1: Download the Template

The upload process begins with downloading a template file that you’ll use to input your goals and tasks.
The Upload Life Plans modal showing the Download Template button and file upload area
1

Click the Download Template button

2

The template file will be saved to your computer

3

Open the template file in Excel or similar spreadsheet application

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Step 2: Understanding the Template Structure

The template contains two main tabs:

Goals Tab

Where you’ll define your life plan goals.

Tasks Tab

Where you’ll add questions and tasks for each goal.

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Step 3: Creating Goals (Goals Tab)

Start by creating your goals in the Goals Tab.

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Required Information

Goal Key

A unique identifier for each goal. Use any number, we recommend starting at 1 and using consecutive numbers for easier tracking.

Title

Required. The name of your goal.

Description

Optional descriptive text about the goal.

Start & End Date

Start date defaults to today if left empty. End date defaults to “forever” if left empty.
In the template, you will see columns for member name and member ID. Do not edit these fields. They are used to match goals to the correct individual and should remain unchanged.

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Goal Key Guidelines

  • Each goal must have a unique number
  • Use consecutive numbers (1, 2, 3, etc.) for easier tracking
  • Never duplicate goal keys, each must be unique
  • You’ll use this same key number to link tasks to the goal

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Example

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Step 4: Adding Tasks (Tasks Tab)

After creating your goals, add questions or tasks using the Tasks Tab. For each task, enter the same Goal Key as the goal it belongs to, then define the task details: the type of question (Yes/No, Select, Paragraph, etc.), the question or instruction to ask, and the required completion tracking details.

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Example

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Best Practices

  • One goal can have many tasks (unlimited)
  • Use descriptive questions that are easy to understand
  • Consider what information you actually need to track progress

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Step 5: Uploading Your Goals

The upload validation screen listing goals and tasks from the template with any warnings or errors highlighted
1

Save or export your template as an Excel (.xlsx) file

2

Navigate back to the Life Plans section where you downloaded the template

3

Click the Upload button and select the completed template file from your computer

4

Verify all mandatory fields are completed and check that Goal Keys match between tabs

5

Review any formatting warnings or errors, then click Confirm Upload when ready

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Step 6: Managing Goal Assignment

Once uploaded, goals will be visible to all groups by default, available on member profiles, and appear in service records. To assign goals to specific groups instead:
1

Navigate to the member's profile

2

Edit the specific goal

3

Select or modify which groups can access the goal

4

Save changes

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Troubleshooting

Double-check that every goal in the Goals Tab has a unique identifier. No two goals can share the same Goal Key.
Verify all goals have titles completed. Title is a required field and goals cannot be uploaded without one.
Review cell formats in the template. If errors persist, download a fresh template and re-enter your data.
Ensure tasks in the Tasks Tab use the exact same Goal Keys as their corresponding goals. A mismatch will prevent tasks from linking correctly.
Check the error messages before finalizing, verify Excel version compatibility, and contact support if problems persist.

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Best Practices

Plan Before Upload

Think about how often you’ll track each goal, consider goal end dates carefully, and design clear, measurable tasks.

Keep Templates Simple

Don’t overcomplicate task questions. Use concise and clear language, and test with a few goals before bulk uploads.

Organization Tips

Group related goals with consecutive keys, use meaningful titles for easy identification, and document your goal key system.

Follow-up

Review uploaded goals before assigning to members, confirm goals appear correctly in member profiles, and test goal tracking to ensure proper functionality.
Remember to double-check your template for accuracy before uploading. This helps prevent complications and ensures all goals are properly formatted in your Kibu system.