Perspective Quick Tips: Work Smarter, Not Harder
Looking to streamline your workflow in Perspective? This guide is packed with practical tips to help you save time, stay organised, and work smarter. Learn how to move targets across multiple areas, bulk-add CPD needs, run exports, customise terminology, access your targets in one click, and more.
Top tip: Training support is included in your package! Book a session with one of our trainers here.
Using Targets Across Multiple Areas
Did you know a single target can be used in multiple areas of Perspective, including your School Development Plan (SDP), SEF, and Whole School Performance Management?
Quick Add a Target to School/Team Plans
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Locate your target in the Planning module.
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Click the development plans bubble in the top-right corner.
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Select the development plan(s) you want to add it to.
Your target can appear on multiple plans simultaneously.
Note: Only team targets can be added to plans—personal targets cannot.
Did you know you can use one target across multiple areas of the system? Including your School Development Plan, SEF and Whole School Performance Management.
For more info, see our dedicated guide by clicking here.
Quick Add a Target to Your SEF
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Navigate to Self Evaluation > School and select a section.
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Scroll to the Targets drop-down to add an existing target or create a new one.
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Tick the box next to the target you want, then click Add Selected Targets.
Any changes to the target—whether in Planning, your SDP, or the SEF—will automatically reflect in all linked areas.
Correctly linked targets retain the same reference number across areas.
Note: Only team targets can be added to the SEF.
Quick Adding a Whole School Target
In addition to having a target in your SDP/SEF, you can also have the same target as a Whole School Target (WST). This means that when creating performance reviews, you can copy the same core target onto all staff reviews, saving you from recreating it every time.
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Add a target as a Whole School Target to automatically copy it into all staff performance reviews.
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Navigate to the Performance Management Dashboard, click See Reviews, then Add New > Whole School Target.
Need more info? We have a dedicated help guide you can access by clicking here.
Exporting Target Reports
Did you know you can run an export of specific targets? This is useful if you'd just like a printout of your targets and not your entire performance review or plan.
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Navigate to Planning > All Targets.
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Tick the boxes for the targets you want to export.
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At the bottom, use Run exports / assign themes and select your preferred export.
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Click the arrow to download the PDF.
Perfect for printing or reviewing targets without exporting full reviews.
Need more info? We have a dedicated help guide you can access by clicking here.
Updating Personal Targets via the Homepage
Any target you are responsible for can be accessed straight from your homepage dashboard. It is by far the quickest way to make changes.
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Click the Targets tab or the target number on the Summary tab.
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Edit targets instantly via the quick edit screen without navigating multiple pages.
Adding CPD to PM Reviews in Bulk
Save time by adding CPD needs to multiple staff at once:
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Go to Performance Management Dashboard > Add New > Bulk CPD Needs.
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Fill in the CPD details.
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Use the Staff Members field to select multiple staff (by default, all eligible reviewees are pre-selected).
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Choose a category and add a description.
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Click Save & Add, then confirm.
The CPD needs will automatically link to the selected staff members’ performance reviews.
Need more info? We have a dedicated help guide you can access by clicking here.
Customise Your School Terminology
Make Perspective speak your school’s language:
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Navigate to Settings > Terminology Preferences.
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Update default terms (e.g., change Targets → Objectives, Actions → Goals).
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Changes will apply system-wide and appear in reports.
These tips will help you cut down repetitive work, keep your data consistent, and make Perspective work exactly the way your school does.