Creating Objectives

Whether you're setting personal objectives or aligning team ambitions, this guide offers comprehensive guidance to navigate the objective-creation process. This guide explains how to create objectives in Perspective, including personal objectives, team objectives and objectives linked to your Development Plans. 

Note: Objectives can also be created directly within performance reviews, as well as your SEF! Allowing priorities and improvement areas to flow seamlessly across multiple areas of Perspective. This helps reduce duplication, keeps objectives aligned across the school and ensures that improvement planning, self-evaluation and staff development remain connected and consistent.

Quick Steps

1. From your homepage dashboard, click Objectives and then New Objective.
2. Complete the relevant fields.
3. Add any Success Criteria and Actions.
4. When you are happy with the contents of the objective, click Add Objective.

Creating an Objective via your Personal Dashboard

The fastest way to create a new Objective is via your Perspective homepage. To create one, navigate to the Objectives tab on the homepage and click New Objective. The quick creation box will pop up and contain several fields/options.

Each option on the new objective screen is outlined below.

Option/Field	Purpose
Type	This can either be Personal or Team. Personal objectives are for specific staff members to undertake. Team objectives are for a group of people or a team who will combine to achieve the objective.
Team	Only appears if you select the objective type as Team. This field allows you to determine the team in question. Please note, once you save the objective, the type cannot be changed - it is not possible to change a team objective to a personal objective, and vice versa. Teams must be created in your Perspective account to appear for selection. Note: If you want to create Development Plan objectives for a particular group of staff, make sure the relevant team has been created first. This also allows the team to be selected when creating a Development Plan objective using TILDA.
Responsible	Choose who is responsible for the objective. If it’s a personal objective, then the person responsible would be the staff member whose objective it is. If it’s a team objective, you can set any team member as responsible.
Monitor	This field allows you to choose someone to oversee the objective. This may be the team leader, headteacher or the staff member in charge of the review.
Title	The name of the objective.
RAG Rating:	Give the objective a RAG rating. This can be either red, amber, green or not set.
Status	What is the current status of the objective? Not started, In progress et
Priority	How urgent this objective is.
Start & Deadline	Allows you to select a date range for when the objective needs to be completed. You can set this per academic year or choose a custom date range.
Success Criteria	Click New Success Criteria to add one. These are the things used to know whether we have achieved our objective. The best practice in this area suggests you make these quantifiable, perhaps using numbers or percentages rather than words such as "most". This is a free text field.
Actions	Click New Action to add one. Actions allow you to add steps that the person responsible can take to achieve the overall objective. You can create new ones directly within this menu or add existing ones that have been made previously.

To add more detail to your objective, click Add Description & Strategy. This will expand two additional text fields:

Description	This allows you to explain more information about the objective and its purpose.
Strategy	A free text box designed for a detailed description of what needs to happen to achieve the objective.

Note: If you create a Development Plan objective using TILDA, the description and strategy will be drafted for you based on the prompt you enter. You can still edit these fields before saving the objective.

When you are happy with the content of your objective, click Add Objective. 

There are other fields within the 'full view' of an objective. To access these, click on the objective title or the Edit button and click See Full View.

Option/Field	Purpose
Challenge	Select how challenging the objective is. This can either be low, medium, high or not set.
Objectives	Allows you to add smaller sub-objectives to an overarching one. This would turn the overarching objective into a parent objective, and the one assigned to it would become the child objective.
Costs	If you add actions that include costs and staff time to an objective, this tab shows you the total.
Monitoring	A free text section which allows you to add as much supporting information as you need. This should contain all the critical evidence about the objective and how ‘met’ it is.
CPD Need	Allows you to add or update CPD needs on the objective.
Themes	If your school has themes to assign to objectives, you can link them in this tab.
Attachments	Upload supporting evidence and documentation using this tab.
Notes	Any notes that you want to put on the objective. The notes don’t appear anywhere other than this tab so you can write informal information here.

Complete the relevant information within the sub-tabs and remember to save. 

If the objective was saved as a team objective, then every member of staff in that team within Perspective will be able to see it.

Creating a Development Plan Objective using TILDA

Our AI agent TILDA can help you create a new objective from within a Development Plan. This is useful if you want a starting point for your objective title, description, strategy, success criteria and actions.

To use TILDA for a Development Plan objective:

1. Find the relevant Development Plan and click Edit.
2. Click Add Objective.
3. Select Create a new objective.
4. Select the relevant team if required.
5. Enter a clear prompt explaining the objective you want TILDA to create.
6. Click TILDA: Generate.

Tip: To speed things up, try using Voice-to-Text by clicking the microphone icon in the bottom-right corner of the text box.

TILDA will use your prompt to create a draft objective, including a title, description and strategy. You can review and amend these details before continuing.

The option to 'Generate Success Criteria & Actions for me' is switched on by default. If left on, TILDA will also suggest Success Criteria and Actions for the objective. You can edit, remove or add to these before saving the objective.

Note: Ensure you review and update the dates assigned to your Actions, as TILDA will not presume your deadline for the action, and will automatically set it for the end of the academic year.

When you are happy with the generated content, click Continue, review the Success Criteria and Actions, then click Add Objective.

Tip: The more detail you include in your prompt, the more useful TILDA’s draft is likely to be. Try to include the focus of the objective, who it is for, what you want to improve and any key outcomes you want to see.

For example, instead of entering:

'Improve AI use'

You could enter:

'Create an objective to improve the consistent and appropriate use of AI across a primary school setting, with a focus on supporting teaching and learning, agreeing staff guidance and reviewing classroom practice.'

Note: TILDA creates a draft for you to work from. Always review the generated title, description, strategy, Success Criteria and Actions before adding the objective to your plan.