Create an Operational Sustainability Management (formerly ESG Management) goal
Establish operational sustainability goals to track your progress toward your chosen material topics.
Before you begin
Role required: sn_esg.program_manager
About this task
After you create a material topic, you must also create goals to track your progress toward the material topic. After you create a goal, you can do the following:
- Assign targets to track the progress of goal achievement.
- If you integrate with Integrated Risk Management, you can add policies. You can also monitor the goal-related risks, policy and control compliance, and issues that are due. This integration enables you to create policies and implement controls to reinforce company goals.
- If you integrate with Project Portfolio Management, you can add programs and projects for the goal.
For more information, see Goal framework
Procedure
Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace > Lists > Program Setup > Goals.
Click New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Name of the goal. For example, `Climate change strategies`. |
| Classification | Category of the goal. Choices are the following:- Environmental - Social - Governance |
| Start date | Start date for the goal. |
| Owner | Person who owns the goal. |
| Status | Status to indicate the goal progress. Choices are the following:- Red - Yellow - Green |
| State | State of the goal. |
| Category | Category to which the goal belongs. Choices are the following:- Total Applications - Total Cost - Opex - Capex - Cloud Applications - Homegrown Applications - Support Cost - Labor Cost - Standards Compliance - Strategic - Operational - Tactical |
| End date | End date for the goal. |
| Contributors | Users contributing to the goal. |
| Progress | Percentage complete for the goal. The progress value is calculated automatically.For more information, on how the progress value is calculated, see Goal progress value calculation. |
| Description | Description of the goal. |
- Select Save.
What to do next
To view the goal's relationship with other sub goals, targets, metric definitions, and so on, click 360º view.
- Goal progress value calculation
The progress or percentage complete value of goals is auto-calculated using different formulas. The formula depends on whether the goal has only targets, a combination of sub-goals and targets, and if it has weighted average calculation enabled. - Migrate existing goals data to Goal Framework
With the admin role, you can migrate the existing goals data to the Goal Framework tables by running the scheduled job. - Display the priorities and goals on the project form
If you're an existing user, configure the project form to upgrade to the Goal Framework. The benefit of the Goal Framework is that it enables you to set targets for goals. You can also define strategic priorities and associated goals as part of the organization's strategic plans. - Map a goal to a material topic
Map a goal to a material topic so that you can track the actions being taken for the chosen topic. Based on this mapping exercise, you can act on the goals with the most significant material impact. - Associate entities to goals
After you create the goals, you must associate those entities, which you want to track, to the goals.
Parent Topic:Configure Operational Sustainability Management (formerly ESG Management)
Related topics
Goals overview in the Operational Sustainability Workspace (formerly ESG Workspace)