Goal templates let you standardize common client goals (like profitability or customer experience) and reuse them across multiple clients. When you create a goal from a template, Lifecycle Manager can automatically create and link initiatives, keeping your goals and planned work aligned.

Accessing Goal templates

Goal templates are managed in the Account settings section of Lifecycle Manager:

1. Click your account name in the upper right of the screen.
2. Click Account Settings.
3. On the Account Settings screen, select Goals from the left navigation panel, under Features.

Goals templates can also be accessed directly from the Goals page by clicking Templates.

Understanding the Goal templates page

The Goal template page layout can be adjusted to your preferred settings by clicking the Display button.

You can choose to display your Goal templates in a list or card form by choosing the appropriate option.

Use the Group by dropdown to choose how templates are grouped.

• Outcome
  • Groups templates together by the desired outcome of the goal, eg. Cost Containment, Customer Retention & Expansion
• Provider
  • Groups templates together based on whether they were provided by ScalePad, or created by your team. 
    • ScalePad templates
      Predefined templates provided by ScalePad. These give you a starting library of common business goals.
    • Custom templates
      Templates created and maintained by your team.

Each group shows a list of templates with the following columns:

• Title  - Shows the Goal title.
• Outcomes - The desired outcomes for the Goal.
• Description - A description for the Goal.
• Initiatives - The number of initiative templates attached to the goal template (if any).
• Actions - The available actions depend on the provider.
  • ScalePad templates:
    • Use Template
    • Duplicate Template
  • Custom templates:
    • Use Template
    • Duplicate Template
    • Delete template

Creating a custom Goal template

To create a new template from scratch:

1. On the Goal templates page, click the + New Template button.
2. Enter a Title and Description for the goal.
3. (Optional) Add one or more desired outcomes for the goal by clicking + Add outcome and selecting from the list. 
4. (Optional) Add one or more Initiative templates. Initiatives are created and linked automatically when this template is used.
5. Click Create template

The new template appears on the Custom templates tab and is available when creating Goals for your clients.

To edit an existing Custom template:

1. On the Goal templates page, find the template and click its name.
2. Update the Title, Description or Linked Initiatives, as needed.
3. Click Save changes.

Making changes to a custom template won't affect any existing goals created with that template.

Copying and editing a Goals template

To create an editable copy of a template:

1. On the Goal templates page, find the template you want to use as a base for your new template. (This can be a ScalePad template or a Custom template)
2. In the Actions column for the template you want to reuse, click the overflow menu icon, and select the Duplicate option.
   • The template opens in the template viewer.
3. Adjust the Title, Description or Linked Initiative templates as necessary.
4. Click Create template to create a new copy of the template in your Custom templates.

The new template is saved and ready to be used when creating a new client goal.

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