Goals

Goals are measurable career-growth targets you commit to across seven cadences (daily, weekly, bi-weekly, monthly, quarterly, semi-annual, annual). Most progress auto-tracks — applications submitted, books finished, contacts touched, self-evaluations completed — so you don't log the same activity twice.

TL;DR — Create a goal (or start From template), pick a metric + cadence + target. Auto-tracked metrics tick up from your activity; a few manual ones get a "+" to log entries. Active-goal caps scale by tier (Free 1 → Executive unlimited).

The mental model

Every goal has three things:

  • Metric — what to measure (applications submitted, books finished, board meetings attended, …)
  • Target — the number you're aiming for in each period
  • Cadence — one of seven: Daily · Weekly (Sun→Sat) · Bi-Weekly · Monthly · Quarterly · Semi-Annual · Annual

The platform tracks progress over the current period and snapshots each closed period for the historical hit-rate view in Reports.

First goal in 60 seconds (step-by-step)

If you've never used Goals, this is the fastest path to a working setup. The example below adds 3 applications per week — a common starter for active job-search.

  1. Open Goals from the sidebar
  2. Click the From template button in the top-right
  3. The category filter at the top of the picker defaults to All — leave it (or filter to Search if you want only job-search templates)
  4. Pick Weekly application target from the list — it pre-fills the form
  5. Adjust the Target if 3 isn't right for you (most active subscribers run 3–5 per week)
  6. Click Add — the goal lands on your Goals page and starts counting from this moment forward

That's it. You'll see the goal card on the page with a progress bar and a count like "0 / 3 — week ends Saturday 2026-05-09". The number ticks up automatically every time you mark a job as applied.

Repeat 2–3 times — pick a daily search-time goal and one monthly goal so you have motion at multiple scales. Don't pick more than five active goals on your first pass.

Filtering

The Goals page header has three labelled dropdowns — Category, Cadence, and Status — so you can narrow the grid however you like. The grid is sorted by the canonical cadence order (Daily → Weekly → Bi-Weekly → Monthly → Quarterly → Semi-Annual → Annual), so goals group naturally by rhythm.

The Category dropdown:

  • All — every active goal
  • Search — job-application goals
  • Brand — brand-building goals (monthly artifact, quarterly speaking, etc.) — paired with the Build Your Brand surface, see Build Your Brand → Goals
  • Networking — outreach + relationship goals
  • Learning — reading + skill-development goals
  • Other — anything custom or uncategorised

The Status dropdown toggles between Active and Paused.

/brand deep-links to /goals?category=Brand so the Brand sidebar keeps a single goal-management surface — there's no separate "brand goals" page anymore. (If you remember a "Featured Goals" tab inside Brand, that's been retired in favour of this filter.)

Picking your first goals

Open Goals from the sidebar. The first time you arrive we'll suggest 3 goals based on your career status. You can accept all, edit them, or browse the full template library.

Click From template for the curated list — organised by category:

  • Search — daily application cadence, weekly applications, quarterly interview cadence, active-days streak
  • Networking — weekly deep contacts, monthly retained-search relationships, new senior contacts, board outreach
  • Brand — monthly thought-leadership artifact, quarterly speaking engagement, annual published volume
  • Learning — monthly book, weekly reading note, article-a-week, reading reflection, executive coaching, mentorship
  • Custom — define your own (any metric, any cadence)

Auto-tracked vs manual goals

Most metrics auto-derive from existing activity — all count-based:

  • Job search — applications submitted, interviews scheduled, interview rounds completed, offers (from your pipeline's status history)
  • Networking — contacts added, contacts touched, search firms engaged
  • Learning — books finished, articles finished, reading notes added, self-evaluations completed
  • Active days — distinct days with at least one logged activity

Note. Time-based goals (minutes spent) were retired when time tracking was removed from the Daily Plan (27MAY2026). Existing goals on the legacy time.* metrics still render their historical totals, but the goal picker no longer offers them — use a count-based metric instead.

A few are manual — you log entries by clicking the + on the goal card. These are activities the platform can't see:

  • Board / advisory meetings attended
  • Mentorship conversations
  • Thought-leadership artifacts shipped
  • Public speaking engagements
  • Executive coaching sessions
  • Strategic skill milestones

Manual goal cards show a Log entry button. Each entry has an amount (default 1), an "occurred on" date (default today, but you can backdate), and an optional note.

Goal card with progress bar — placeholder.

Plan caps on active goals

| Tier | Max active goals | |---|---| | Free | 1 | | Managerial | 5 | | Leadership | 15 | | Executive | unlimited |

Paused and archived goals don't count against the cap. If you're at the limit and want to try a new goal, pause one of your existing ones — its history is preserved.

Period boundaries

Periods are calendar-aligned (not rolling):

  • Daily — midnight to midnight (your local time)
  • Weekly — Sunday → Saturday
  • Bi-Weekly — 14-day windows anchored to the first Sunday of the year (weeks 1–2, 3–4, …)
  • Monthly — 1st of the month → end of the month
  • Quarterly — Q1 (Jan–Mar), Q2 (Apr–Jun), Q3 (Jul–Sep), Q4 (Oct–Dec)
  • Semi-Annual — H1 (Jan 1 – Jun 30), H2 (Jul 1 – Dec 31)
  • Annual — Jan 1 → Dec 31

A goal you create mid-period is credited for everything already done in the current period — not just from the moment you created it. So if you complete your quarterly self-eval and then add the "1 self-eval per quarter" goal the same day, it reads 1 / 1, not 0 / 1. From the next period onward, progress counts normally from the period's own start.

Where progress shows up

  • Insights — top 3 most-urgent active goals (sorted by time remaining + remaining gap)
  • Goals page — all of them, with Category / Cadence / Status dropdown filters, sorted by canonical cadence order
  • Reports → Career Growth → Goals — last 12 periods — hit/miss strip per goal, plus rolling hit-rate %

Tips

  • Don't over-commit. 5–7 active goals is plenty. More than that and you stop reading the dashboard — defeats the purpose.
  • Mix cadences. A daily goal (applications) + a weekly goal (contacts touched) + a monthly goal (book) gives you motion at different scales without anything feeling overwhelming.
  • Revisit quarterly. Open Reports → Career Growth at the end of each quarter, look at the hit-rate, and adjust targets. A goal you hit 100% of the time is too easy; one you hit 0% of the time is too hard.
  • Pair Goals with Self Reflection. A quarterly self-reflection is itself a great goal — and the eval surfaces blind spots you can build new goals around.

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