How to Change the Wording for Your Goal Types
Learn how to rename the four goal type levels in StratSimple — KPI, Objective, Key Result, and Initiative — to whatever terminology your organization prefers. The changes apply across the entire platform, including dashboards, reporting, and generated presentations.
What's new?
StratSimple now allows you to change the goal type names. This is a cosmetic change applies across the entire platform, including dashboards, reporting, and generated presentations. The functionality for each level of goal type remains the same.
Why it's important
Consistent language across your strategy platform and everyday conversations makes it easier for everyone to stay on the same page.
How to use it
Click on your avatar in the top right part of your screen in StratSimple, and go to Org Settings. You're StratSimple login needs the Admin Role assigned in order to do this.
On the left side, under Goals and Deliverables, click on Goal Types.
You'll see the standard four levels: KPI, Objective, Key Result, and Initiative. Click on Edit Names to open the editor.
Then click on the name of the goal type you want to rename. Type in your new custom name and hit Save. Confirm the rename when the warning pop up appears.
Return to your dashboard to see the updated names reflected across the platform.
Pro Tip
Before renaming your goal types, align with your leadership team on the terminology that best fits your organization's culture.
Keep in mind what each level of the goal tracking is meant to do:
- KPIs are broad overarching goals that will always be important measures of your organization's health, year after year.
- Objectives are supposed to be a big inspirational goal, set for each strategic period. Most organizations aim for 3-5 per year.
- Key results should be measurable. They are how anyone can see that your objectives are getting accomplished. When the key results aredone, the objective is complete.
- The initiative level is for tasks to complete that will get you to your Key Result. Some organizations refer to these as actics.
Here is a video demonstrating how to make the change.
Closing Statement
Customizing your goal type name is a simple but powerful way to make StratSimple feel like it was built just for your organization. When your team sees language that they already know and use, adoption becomes effortless and alignment becomes natural.
