GoalSpan Review

GoalSpan
Product:
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Founded:
Headquarters:
GoalSpan
GoalSpan
2008
San Francisco, CA
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Free Trial:
Private
Unknown
Cloud
Yes
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GoalSpan At A Glance

Good: Employees set concrete and measurable goals and milestones with managers' feedback, easy-to-use interface with minimal training needed, employees share ideas and achievements with others.
Bad: Templates and event editing features need updating, which GoalSpan plans to do in 2019.
Bottom Line: Intuitive and customizable solution that helps companies improve their performance and employee engagement, and ultimately achieve their missions.

Product Overview

GoalSpan is a performance management solution that supplements the yearly performance appraisal with continuous check-ins between the manager and the employee. The employee sets performance goals that are manageable by milestones and tracks the goals’ progress within the software. The manager can provide comments and approve the employee’s goals, which can be used in the annual review.

GoalSpan has a simple and intuitive user interface that requires minimal training. It works as a collaboration tool for employees/managers to share ideas, achievements or other updates with their team. The user tags specific employees and those employees get instant notification, so they can provide comments or feedback in real time.

Several benefits of GoalSpan include:

  • Improved employee job satisfaction as they have ownership in their career success using measurable goals
  • Platform and workflows that are tailored to client’s brand
  • Flexible performance management features, such as peer feedback and anonymous feedback
  • Scalable to fit client’s growing needs (e.g., additional employees)
  • Clients have access to a customer service rep by phone or email rather than a chat-bot

Features

Clients set their own goal types and attributes that best fit their organizational structure, visions or objectives. The employees set their own goals that align with their job roles and the company’s objectives. They can add measurable milestones to achieve in order to reach their goals. GoalSpan’s SMART Coach feature provides tips that guide the employees on specific goals and milestones they can add.

The goal plan is sent to the manager for feedback and approval. Once it’s approved, the manager and employee each sign off on the goal, which then can be exported, printed or saved in the library (a section within GoalSpan that houses reviews and other documentation).

GoalSpan offers a goal history tracking feature that lets users track any changes made to the goal over its lifespan.

Within GoalSpan, employees complete a self-assessment review where they rate their performance on specific metrics and add in their accomplishments and goals met. The self-assessment is then sent to their manager for feedback and approval. Within the software, the manager can request changes to the self-assessment from the employee. Once the assessment is completed and approved, both the manager and employee can sign off on it electronically. The assessment is saved within the software and can also be printed.

Managers can customize goal attributes and performance reviews, such as by adding rating scales or question/answer formats to the review. They can also collect performance feedback from the employee’s peers or other managers. GoalSpan even has the capacity for users to submit feedback anonymously.

Finally, GoalSpan’s additional features include employee engagement surveys, document management, custom training videos, activity logs, notifications (both email and within the platform) and task overview.

  • Compensation Management?
  • Learning Management?
  • Onboarding?
  • People Analytics?
  • Performance Tracking?
  • Recruiting Management?
  • Social Integration?
  • Succession Planning?

Target Market

GoalSpan is intended for companies of all sizes and industries. We’ve listed 10 of its clients below:

  • Interra International
  • Martinelli's
  • Pasadena Federal Credit Union
  • Praetorian Digital
  • Reading is Fundamental
  • Silver Peak Systems
  • Takara Bio
  • TenCate Advanced Composites
  • Visit Milwaukee
  • VitalWare

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Implementation/Integration

GoalSpan does the heavy lifting so the client doesn’t have to. Implementation timing is driven by the client, not GoalSpan. The vendor can implement as quickly or as slowly as the client needs. Implementation steps include:

1.) Develop implementation timeline with client
2.) Set up templates, content, processes and workflows
3.) Turn on applicable integrations
4.) Conduct administrator and user training workshops
5.) Go live

GoalSpan provides interactive online training workshops that are specific to the client’s content, processes and workflows.

GoalSpan integrates with Slack, BambooHR and ADP. Users can also post feedback and share files directly from their email program.

Customer Service & Support

GoalSpan prides itself on providing exceptional customer service. It doesn’t believe in self-service chat-bots, and customers are assigned a client service representative they can email or call. GoalSpan provides online support for all users from the support screen of its application. It also provides short videos and digital content which answer most of the common questions.

Pricing

GoalSpan is very competitively priced with a tiered structure based on the number of users the client has. Please contact the company directly for a quote.

Shortcomings

For administrators, GoalSpan’s template and events editors are very functional but need updating. It will be upgrading those modules in 2019.

Screenshots

GoalSpan Screenshot 1
GoalSpan Screenshot 2
GoalSpan Screenshot 3

About

GoalSpan is creating the future for employee feedback and performance. It was founded in 2008 with the mission of providing the best solutions to the most common performance management problems in the most simplistic and elegant way. It was also founded with the vision of helping organizations improve their performance, workforce alignment and productivity, and ultimately achieve their vision and mission.

Its founders have run public and private companies, and are performance management experts. GoalSpan freely offers consultative value with every implementation. It serves customers in the U.S., as well as nine other countries.

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