Versata Development Group, Inc.

Trilogy Development Group, Inc.

Adam R Hunter

Shad William Reynolds

Justin Boyd Petro

Andrew Whittier Allemann

A goal management system stores at least first and second goals. The goal management system also stores a relationship between the first goal and the second goal. In one aspect, the goal management system detects modification of the first goal and, in response, causes the second goal to be automatically highlighted for alignment verification. The second goal is a parent goal to the first goal, and the relationship is stored as a parent link associating the first goal with the parent goal. The goal management system also stores an owner for the first goal. In response to detecting modification of the parent goal, the goal management system causes the first goal to be automatically highlighted for alignment verification in a display associated with the owner of the first goal, based on the parent link. Additional aspects relate to additional technological solutions which facilitate goal management through, for example, goal alignment.

Automated system and method for managing goals

A goal management system stores at least first and second goals. The goal management system also stores a relationship between the first goal and the second goal. In one aspect, the goal management system detects modification of the first goal and, in response, causes the second goal to be automatically highlighted for alignment verification. In another aspect, the second goal is a parent goal to the first goal, and the relationship is stored as a parent link associating the first goal with the parent goal. The goal management system also stores an owner for the first goal. In response to detecting modification of the parent goal, the goal management system causes the first goal to be automatically highlighted for alignment verification in a display associated with the owner of the first goal, based on the parent link. Additional aspects relate to additional technological solutions which facilitate goal management through, for example, goal alignment.

A method of aligning a new goal of an entity ensures that the new goal is a child goal of a parent goal. The method also ensures that a group is linked to the parent goal, and ensures that the entity is subordinate to the group. In one embodiment, selection lists constrain the available values for the group and/or the parent goal. In another aspect, a method of facilitating contextual alignment of a new goal recognizes an organizational role for an entity and customizes content of a user interface, based on the organizational role of the entity. The user interface with the customized content provides goal creation guidance according to the organizational role. In one embodiment, the customized content includes specialized instructions and sample content for characteristics of the new goal, such as a goal-objective characteristic, a goal-measure characteristic, and a goal-activity characteristic.

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Austin, TX, United States of America

Adam R Hunter