As part of an Enterprise organization, you can create custom goals for scenarios. These custom goals allow you to import your own rubric and better align the feedback Yoodli gives to your organization’s priorities and training materials.
Creating and managing custom goals
You can create custom goals as part of creating or editing a scenario. While creating your rubric, choose the option at the bottom to create a custom goal and choose one of the support options.
Follow the wizard to create the goal. Goals are created as part of your organization and are available across all scenarios in your organization.
Here’s a bit more information on each type of goal as well as a sample of how they’ll appear as feedback:
Binary goals can either be achieved or failed. For example, “Booking a call” could be a binary goal where achieving it requires booking a call on the calendar, and failing would be either not discussing a call or talking about the call but failing to schedule it during the roleplay.
Rated goals are rated on a scale. You can define the scale, going from 1 to a maximum you choose (up to 10.) An example of a rated goal might be “Active listening” where, depending on how well a member actively listened during a roleplay.
Compound goals allow you to combine multiple rated goals into an acronym or single piece of feedback. You’ll chose a single scale that applies across all sub rated goals, and users will be assigned an averaged “final score.”
Custom goals will always appear at the top of the goal list. If you wish to edit or delete a custom goal that you’ve made, you can find those options under the “...” menu next to the goal.
When to use Coach Bot versus Custom Goals
Coach Bots and custom goals overlap considerably in that they both allow you to change the way that Yoodli coaches members of your organization. Yoodli recommends the following when considering when to use each tool:
If you wish to give consistent rated feedback as part of a rubric, use custom goals
If you wish for members to always get feedback on a specific skill, use custom goals
If you wish to give opportunistic stylistic feedback without a rating, use Coach Bot
If you are trying to give opportunistic feedback based on your organization's knowledge base without wanting to manually transform that into a rubric, use Coach Bot