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Goals Guide for Members

Coming in late May/mid- June 2023- We encourage you to use the Goals feature within the BetterUp platform to record your overarching goals, intentions, or focus areas and the related steps to get there.  Your BetterUp Coaches will be able to view this information as well to help you stay accountable. 

The Goals feature can help you identify and track your achievements through partnering with BetterUp. You can work with your coaches to refine your goals; you can always edit the goal after you've saved it on the platform.  You can also use the Actions feature to track your next steps between coaching sessions. You can learn more about Actions by reviewing this Help Center article.

Adding/Creating Goals

To add or create a goal, you can do so by following these simple steps:

  1. From the BetterUp home page, scroll down to the What you're working on section
  2. Click + Add goal
  3. Enter your goal in the text box provided
    1. The date is optional, but you can click the calendar icon to select a date to accomplish the goal if you would like to add one.                                                                                                                       
  4. Click Save

Please note your coaches can create goals in partnership with you as well.  Goals will be sorted by the date added, and the most recently added goal will show up first under the What you're working on section of your home page.  We encourage you to review your goals with your coaches as they are here to support you in making meaningful progress on skills and topics that matter most to you in work and life. Priorities can shift, so you and your coaches can adjust these goals at any time.

Editing or Deleting Goals

To edit or delete a goal, you can do so by following these simple steps:

  1. From the BetterUp home page, scroll down to the What you're working on section
  2. Click the three dots (...) next to the goal you would like to edit or delete
  3. Select Edit or Delete depending on what you would like to do
    1. If editing, be sure to click Save to solidify the changes.
    2. If deleting, you will be asked to confirm, as this action cannot be undone.  Click Delete if you wish to continue with deleting the goal or click Cancel if you want to cancel deleting the goal.

Please note that coaches can edit or delete goals that they create in partnership with their members, but they can't delete a goal that their member has created.  Members can also delete or edit goals that they've created or that their coaches have created in partnership with them. 

Marking Goals as Complete

Only BetterUp Members can mark their goals as complete.  To mark a goal as complete, you can do so by following these simple steps:

  1. From the BetterUp home page, scroll down to the What you're working on section
  2. Click the three dots (...) next to the goal you would like to mark as complete
  3. Select Mark as complete
  4. Upon marking a goal as complete, you will see the following pop (pictured below).  From this popup, you can click View completed goals > to see all of your completed goals

If you still need to continue working on your goal after marking it as complete, please do the following:

  1. Click See completed > from the What you're working on section of your home page
  2. Click the three dots (...) next to the goal you would like to work on again
  3. Select Work on this goal again and the goal will return under the What you're working on section of your home page

Locating Completed Goals

Only members can mark their goals as complete.  To view all of your completed goals, you can do so by following these simple steps:

  1. From the BetterUp home page, scroll down to the What you're working on section
  2. Click See completed >
  3. You can then view all of your completed goals and their completion dates

Goals & Confidentiality 

Your goals and actions will be saved to tailor your coaching experience.  This includes sharing this information with all of your coaches.  We will not share your individual responses with your employer, but they may be shared as aggregated and anonymous reporting.

We take confidentiality very seriously and do not release personal information to your employer, even if they are paying for the service. The employer knows our confidentiality policy and knows that coaching is a safe space that helps foster real, meaningful growth. No personally identifiable information will be shared with your employer, meaning they won’t know what skills you're working on, what you've shared with your coach(es), or what kind of progress you are personally making. We will only share basic usage statistics with your employer related to whether or not your account is active for billing purposes.

Only aggregated data is sent out to the partner for all programs on the BetterUp platform. Data is never displayed at an individual level and is completely anonymous. Please note that aggregated information is only shared if there is enough data recorded to ensure the anonymity of each individual. Please note that the employer information shared above pertains only to BetterUp Members on corporate-sponsored accounts, and not to our BetterUp Direct Members as they are not part of an employer-sponsored program. 

Here is a link to our Privacy Policy for additional information.

If you have any additional questions or feedback related to the goals or actions feature, please don't hesitate to contact our Customer Support team! 

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