The page for the product goals is a collection page for all objectives designed for the product. On this page, you will find all objectives listed (2), including their goal definitions. So, you don't have to click on each objective just to learn about the goals.
With the Create New Objective button (1), you can create a new page directly without having to think about the appropriate structure or template.
The template starts with entering the page title and some metadata. Give the page a meaningful title. If you track Objectives in Jira, you can also link a task in Jira here.
You can enter an Objective Lead and the time period for which the Objective should be valid. The priority value will be automatically filled in later.
Do you have any other documents that are important for the Objective? Then link them.
The next thing you can fill in is the Objective's goal. Describe in a few sentences what the goal of this objective is.
Now it's time for the strategic fit. Here you describe the influence this objective has on the company-wide strategy. Try to formulate it in a few sentences as well.
With the success factors you measure after completion of the objective whether this project was successful or not. Enter one success factor per line. You can subdivide each success factor into smaller partial goals.
An objective can both create and mitigate risks. It's important to know the risks. Enter the risks in this table and evaluate them. The evaluation can be done with the status macro, which you activate with the input /status.
Sometimes it is the case that other services are needed to achieve the goal of the Objective or there are other dependencies.
Enter this in the table. You can indicate the type again with the status macro (enter /status).
If you have defined many objectives you’ll need to prioritize them, because you cannot work on everything at once. For this purpose there is the prioritization macro that is documented separately. You can edit the values by clicking on the macro and then on the icon with the pencil. On the right side a panel opens with the possible settings. The priority value is automatically calculated and filled at the top of the page.
This is where the initiatives are blended in. The initiatives have their own template and are created as subpages to the associated objective.
Unfortunately, Confluence has an unrecoverable misbehavior here. In order for the button for creating an initiative to be displayed, you have to click on the error message and then on the icon with the pencil. You can close the dialog again without making any changes. This is enough for the macro to be updated with the current name of the space. You can then also delete the help text directly. You have to do this only once directly after using the template.
The template concludes with a simple question and answer block. If any content-related questions arise during filling, you have a central place here where you can deposit them. This way, others who have similar questions can share them.
