We're always here to help. Here are answers to questions we've received from charter school trustees and CEOs just like you. By setting annual goals, boards empower their organizations to achieve greatness.
Boards that set clear goals each year achieve results. Effective boards prioritize goal setting and monitor progress throughout the year.
Who's in charge of keeping our Goals dashboard updated?
Your BoardOnTrack Champion is the one who drives the strategic connection points in the BoardOnTrack platform — including your board’s goals, assessments, and evaluations. Your Champion is quite literally the person championing the strategic side of good governance for your team, partnering with BoardOnTrack's experts to do so.
For example, at board meetings, you might be the one to fire up BoardOnTrack and walk the board through where you all are with each of your goals. This keeps your goals — and your tools for tracking your progress — top of mind for your team.
Committees should be updating their own goals as a team and report out at board meetings on progress.
Can I assign a task to all of my board members?
Once you've created a Goal, you can easily assign tasks by clicking on the blue button labeled 'Add a Task'. Tasks can be copied and assigned to multiple members.
Is there a difference between board goals and committee goals?
In short, your board's goals are organized by committee. While the full board shares responsibility to ensure the board meets its goals, each goal must be assigned to and championed by a committee. That's the only way to ensure that your goals are achieved. By utilizing the Goals Dashboard, BoardOnTrack can help you get to the finish line.
Can BoardOnTrack help us track our CEO's goals alongside our board goals?
The Goals dashboard in BoardOnTrack is designed to help your board organize, track, and achieve its goals. We recommend you utilize the CEO Support & Evaluation process to manage your CEO's goals.
However, the dashboard can be customized to fit your needs. You could create a new "committee" called CEO Goals to track your CEO's goals.
How do I remove or delete a goal?
To delete a goal, open the committee goal page and then click on the goal you would like to delete.
Once you're on the specific goal's detail page, you'll see a drop-down arrow in the upper right corner. Once you click the drop-down, you'll see the options to Edit, Archive, or Delete the goal.
Can BoardOnTrack help me communicate with my committee about our progress towards our goals?
Yes! You can share posts with a committee using the Posts feature on each committee page. These posts work in a similar way to the 'Board Posts' except they are only seen by members of the committee.
How should we address goals that are promised in our charter?
Your charter includes promises regarding academic achievement, financial performance, etc. This can look overwhelming, especially if you're new to setting board goals. Would every charter promise be incorporated into the committee-level goals? Should academic achievement be turned into a Board goal or kept at the management level?
The short answer is: Yes! Your charter promises should be translated into board goals, and every board goal should be assigned to a committee.
We find that board goals don't get accomplished without having a specific committee to work on them. So, the Goals section of BoardOnTrack is designed to be as configurable as possible, to fit your board's structure and goals. Create new committees in the "Committees" section to fit your needs.
Could BoardOnTrack lead us through a goal-setting exercise?
We recommend you make full use of the ever-growing library of expert articles, templates, and samples, and on-demand training videos available right in the BoardOnTrack Resources Library. BoardOnTrack's governance experts can provide guidance as needed to get you and your board started.
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