---
title: "Goals in Professional Learning Setup"
slug: "goals-in-professional-learning-setup"
updated: 2025-05-21T23:02:15Z
published: 2025-05-21T23:02:15Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Goals in Professional Learning Setup

**Goals** help align professional learning (PL) sessions with district, school, or personal learning objectives, ensuring that workshops contribute to broader priorities and strategic plans. In **Workshop Settings**, administrators can set up goals documents to be used district-wide or by a specific school. These goals documents can then be linked to workshops during the workshop creation process.

> [!NOTE]
> **Note:**The goals on this screen are the school or district goals addressed by professional learning workshops. They are not related to the Professional Goals or Student Growth Goals created by teachers during the evaluation process.

## **Adding a Goals Document**

**Step 1:**Select the **Settings** option from the main menu and then select **Professional Learning Setup**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143484666263.png)

**Step 2:**Select **Workshop Setup** to expand the options and then select **Goals**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143484667415.png)

**Step 3:**From the **Goal Options** menu that appears, select **Add New Document** to open the **Create New Goals Document**pane.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143474572439.png)

**Step 4:**In the**Goals Document Title**field, enter a name for the document and then select **Next**to continue.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143474573207.png)

**Step 5:**Choose whether the document applies to the whole **District** or to a **School**. Select **Next**to continue.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143484671511.png)

**Step 6:**If you selected **School** in Step 5, the **Select School** step appears. Choose the school to which the goal applies and then select **Next**. If you are creating a district-wide goal, skip this step.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143474574103.png)

**Step 7:**Select **Finish** to create the goal and close the wizard. You can now edit the goals document to manage the attached goals and then publish it for use.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143484673815.png)

## **Editing a Goals Document**

Once a goals document exists in Strive, you can edit its details or manage which goals are attached to it.

**Step 1:**Select the **Settings** option from the main menu and then select **Professional Learning Setup**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143484666263.png)

**Step 2:**Select **Workshop Setup** to expand the options and then select **Goals**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143484667415.png)

**Step 3:**From the **Goal Documents**list, select the document you want to edit.

**![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143474576663.png)**

**Step 4:**On the**Document Details** tab, you can edit the **Goals Document Title** or the **Document Type**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143474577559.png)

**Step 5:**On the **Goals** tab, you can perform the following actions for goals:

1. To add a new goal, assign a number to the goal in the **Goal Number** field, enter a goal name and description in the **Goal Text**field, and then select **Add Item**. The goal is added to the list below.
2. To edit a goal, select a goal from the list and then select **Edit Item**. The **Goal Number**and **Goal Text** fields populate with the current goal details. Edit as needed and then select **Update Item**.
3. To remove a goal, select a goal from the list and then select **Remove**.
4. You can also use the **Move Up** and **Move Down** buttons to change the order in which goals appear.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143474578071.png)

**Step 6:**When you finish editing the goals document, select **Save** to save your changes.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143484676503.png)

## **Publishing and Unpublishing Goals Documents**

After creating a goals document, you must publish it to make it available for use in workshops.

To publish a goals document, select the goals document you want to publish from the **Goals Documents**list and then select the **Publish**button above the **Goals Document** details.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143474579735.png)

To unpublish a goals document, select the goals document you want to unpublish from the **Goals Documents**list and then select the **Unpublish**button above the **Goals Document** details.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143484678423.png)

## **Archiving a Goals Document**

Archiving a goals document helps maintain an organized and up-to-date system while preserving past data for reference. For example, you might archive all goals documents from the previous school year before adding goals documents for the new school year. Archived goals documents cannot be edited or assigned to new workshops but can still be referenced in reports.

To archive a goals document, select the goals document you want to archive from the **Goals Documents**list and then select the **Archive**button above the **Goals Document** details.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143484680599.png)

## **Deleting a Goals Document**

You can delete a goals document if one was created by mistake or as a duplicate of an existing goals document.

> [!CAUTION]
> **Warning:**Deleted goals documents cannot be retrieved. All related data is removed from the system. If your district needs to reference any information from the goals document, consider archiving it instead.

To delete a goals document, select the goals document you want to delete from the **Goals Documents**list and then select the **Delete**button above the **Goals Document** details.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/30143474581271.png)