Understand the process required to define goals using Goal Framework.

Use the following steps as guidelines for defining your goals. Some of these steps require the sn_gf.strategy_planner role and some require the sn_gf.goal_user role. If you're an Goal Framework for SPM user, you need the sn_gf.goal_admin role to configure the target automation feature. All steps are the same for defining goals using either Goal Framework or Goal Framework for SPM.

1. Create a strategic plan to define the purpose - vision, mission, and values - of your organization. For more information, see Create a strategic plan.

   You can create strategic plans only when Strategic Planning is installed. Creating a strategic plan isn't required to define goals.

2. Create a strategic priority to orient your organization's strategic plan to your goal. For more information, see Create a strategic priority.
3. Create a goal. For more information, see Create a goal.
4. Create targets for goals to track and measure the progress of the goals. For more information, see Set targets for a goal using Goal Framework.
5. (For Goal Framework for SPM users only) Set targets for goals and configure the target sources for the targets to auto-update the actual value of the targets. After the progress of a target is updated, the target's progress is rolled up to its goal. For more information, see Configuring target source for target automation using Goal Framework for SPM .
6. Create a goal or target relationship with a work or strategic item. For more information, see Associate work or strategy with goals or targets.
7. Set a goal or target as primary for the work and planning items where the items contribute to achieving the goal. For more information, see Associating the primary goal or target for work and planning items.