How do I Set Project Goals?

The Impact tab is divided into two sections. In the top half of the screen, you can set Goals for your Project. Goals are distinct from SubProjects in that they represent  Project milestones that have internal significance for you and your team, but are not initiatives that a giver may give to exclusively. For example, to build one of our hypothetical charter schools, we may know that our total Project budget includes a number of smaller costs. We can use Goals to track these costs and see when we have received enough money to check them off our list.

To add a Goal, click on the blue add button in the upper right of the Goals box. One the new Goal form, you'll have the option to create one of two kinds of Goals: Numeric or Descriptive.

Numeric Goals have a stated count of objects or milestones to be met. Examples might include "Dig 25 new wells" or "provide 50 meals for the homeless." For our charter school, one of the goals may be "Purchase 300 new student desks."

                                 

Descriptive goals are more esoteric, like "Improve the lives of inner-city students" or "World Peace." To be measurable, these goals must still have a monetary cost to achieve them. For example, a descriptive goal for our Philadelphia Teachers' Workshops might simply be "Empowering Teachers."

                               

As gifts are received and credited to a project, the Goal progress will be automatically updated.

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