Add and Update Action Items on a Goal

Although creating Goals in myFolio has a new look, the visibility of those Goals hasn’t changed.  As before, if a myFolio user can see your Profile, they can view your Goals.  This would include the following:

•  myFolio School Admins.
• your supervisory chain.
• Group Viewers of Groups you are a member of.
• Colleagues you have invited to view your Profile.
• Members, Collaborators or Leaders of Workspaces you have shared the Goal with.

We recommend working towards no more than 3 active goals at the same time.

To create a new goal, use one of these methods:

• On the Folio Home screen, click the + Add Goal button.
• In the main navigation bar, click your name to navigate to your profile. Click the + Add Goal button in the profile header.

[Screenshot of Home screen with box around + Add Goal button]

[Screenshot of User Profile with box around + Add Goal button]

Step 1: Select a Theme

Schools can create themes in Folio to represent their strategic initiatives.

The first step in creating a goal is to choose one of these themes to focus on. Linking your goal with one of your school’s themes helps you stay aligned with and have impact on the initiatives your school has decided are most important.

• Select a theme
• Click Next

Don’t see any themes? You may be creating a goal before your administrator has set up themes for your school -- props to you for being proactive! You can still create your goal without selecting a theme; you’ll be able to add a theme later once they’re set up. We also suggest reaching out to your administrator if this happens, to remind them to set up themes for your school.

Step 2: Identify Your Challenges

As a starting point for defining your goal, it’s helpful to identify an opportunity for improvement or a problem to solve.

Consider this step a place to brainstorm the  

Step 3: Understand Your Baseline

Step 4: Write Out Your Goal Question

Step 5: Add Action Items

Save & Finish Later