Our new Goal Tracking sheets track your credit union's progress towards the strategic objectives (goals) set in the Insight Planning Software.

There are two easy ways to access the goal tracking sheets.

The first way is by opening your BD1 Sheet and selecting one of the GRAPH buttons to the right of the goals.

The second way to access the feature is by going to the Index and pressing on any of the G1 - G4 Sheets.

Let's take a look at the various Goal Tracking Graphs (which, by the way, provide excellent progress reports for the Board of Directors)

This sheet tracks Objective 1, the loan growth and average loan balance goal.

This sheet tracks Objective 2, the member savings growth and average savings balance goal.

This sheet tracks Objective 3, the average products per member goal.

This sheet tracks Objective 4, the staff productivity and income to FTE goal.

In each of the goal tracking sheets (sheet tabs G1 through G4) by default, the program assumes a steady monthly progress towards the goal, however you're able to change the monthly goals leading to the end of the year goal.  So, if your credit union has low loan demand in January and February, but then loan demand is high in March, you are able to adjust the monthly goals to reflect the trends that are anticipated.

Notice the yellow highlighting? This displays the current month's information and will move as you advance to new months during the year.

For example, in September, it will look like this...

And in November, it will look like this...

Within each of the goal tracking sheets there is a Project Tracking button...

And a Reset button.

The Project Tracking button will lead you to a project tracking sheet.

The Project Tracking sheet is simply a memo area for you to write notes about the projects you are doing to help achieve each goal. This sheet will become more functional in future releases.  The Project Tracking sheet can be formatted in any way you want, there is no protection on these sheets.

Just like the Goal Tracking sheets, there is a separate project tracking sheet for each of the Strategic Objectives.

When the Reset button is selected the monthly goals will revert back to the default of the steady monthly goal progression, so if you modify the monthly goals, handle this button with care!

In summary, each Strategic Objective, as shown in this sheet...

...is individually tracked on its own corresponding Goal Tracking sheet...

...and has its own Project Tracking sheet.

As you work through this process, feel free to e-mail us with questions and comments at insight@ahoconsulting.com.