Creating goals

Goals in Mora give you a structured way to track what your direct reports are working toward — beyond the day-to-day of individual meetings. A goal might be a career development target, a skill they’re building, or a project milestone you want to follow together over time.

What a goal contains

Each goal has:

  • Title — a short description of what they’re working toward
  • Steps — optional sub-tasks or milestones within the goal
  • Target date — when you expect the goal to be achieved (optional but useful)
  • Health — a status indicator (on track, at risk, overdue, or stalled) that Mora calculates automatically

Creating a goal

Goals live on a direct report’s profile. To create one:

  1. Open the profile from My Team
  2. Navigate to the Goals section
  3. Click Add goal
  4. Enter a title, add any steps, and set a target date if relevant

You can also create a goal by importing a signal from the Feedback tab. If a direct report has mentioned something they want to learn or achieve in a questionnaire response, use the Use this signal button and choose Track as a goal from the intent options.

Adding and managing steps

Steps break a goal down into smaller, trackable pieces. You might use steps for:

  • Key milestones (“Complete first draft”, “Get feedback from stakeholders”)
  • Skills to demonstrate (“Lead a sprint planning session without prompting”)
  • Resources to engage (“Attend one external workshop”)

Each step can be marked complete independently. The goal’s overall completion percentage is calculated from its steps.

How goal health is calculated

Mora determines a goal’s health status automatically based on its target date, step completion, and recent activity:

  • On track — the goal is progressing normally, or has been marked complete
  • At risk — the target date is within 30 days and the goal is less than 50% complete
  • Overdue — the target date has passed and the goal is not complete
  • Stalled — the goal has steps, was created more than three weeks ago, and there has been no step completion or meeting check-in in the past three weeks

Goals marked at risk, overdue, or stalled are surfaced more prominently in the AI agenda and on your team dashboard so you can address them before they fall through the cracks.

Connecting goals to meetings

When you have an open goal for a direct report, Mora’s AI will surface it in the meeting agenda when relevant. Goals with approaching target dates or no recent discussion are more likely to appear.

You can also add a goal as a topic in the meeting planner directly, so it’s explicitly on the agenda for an upcoming meeting.

Tracking progress over time

Goals appear on the direct report’s profile with their current health status. Use My Team for a quick overview of each person’s active goals and whether anything is at risk.