The Strategy feature helps your team see how their work contributes to company-wide objectives. It ensures that projects and tasks are aligned with broader company goals, keeping teams focused and prioritizing effectively.
With this feature, you can:
Link Projects to Goals: See how projects align with company strategies.
Track Progress: Monitor timelines and task completion.
Make Informed Decisions: Use project insights to guide decisions.
Enhance Team Clarity: Show how work contributes to overall success.
Admin and Team Managers can create goals by following these steps:
Go to the Strategy Section.
Click Create Goal.
Fill out the required fields:
Goal Name: Choose a title that reflects the strategic objective.
Assign the Accountable Team.
Assign an Owner to the goal.
Set the Time Period: Choose if it’s a quarterly or yearly goal.
Click Create Goal.
Link Projects to Goals
To link a project to a goal:
Go to the Project > Overview.
Scroll down to the Strategy Section.
Click + Link a Goal and select the relevant goal to link.
Track Progress
Track the progress of linked projects and goals by:
Going to the Strategy Tab.
Clicking on your Goals to view progress.
See task, project, and actual hour completion data in one centralized view.
This feature ensures your projects are aligned with company goals, making it easier to track progress and stay on target.
User Access for Goals
Access to goals is designed to balance visibility with organizational boundaries, ensuring users see what’s relevant to their role while maintaining alignment across teams.
Who can access goals
Admins have full visibility and control. They can view all goals (company and team-level), and create, edit, or delete any goal.
Team Managers can view all company goals and goals for their own teams. They can create and manage goals only for the teams they oversee.
General users (e.g., Learning, Facilitator, Business users) can:
View the Strategy page
See company-level goals
See goals assigned to their own team (if applicable)
They cannot access goals from other teams
Best Practices
eBook: Building a High-Impact Talent & L&D Strategy
This eBook outlines how to create a Talent and L&D strategy that drives measurable results and prepares your workforce for the future. Learn key tactics for aligning L&D with business objectives and boosting overall organizational performance.
Article: Aligning L&D with Organizational Goals
Check out this article by Ryan Austin in the Training Journal for a practical, five-step approach to align L&D with your organization's strategic goals. Discover actionable insights to ensure your L&D initiatives deliver maximum impact.
Feel free to reach out to support@cognota.com for any other questions or feedback about this feature.