Organizing Goals with Initiatives

An Initiative (or SuperGoal) in Ministry Goals is a parent that holds related goals under one roof. It’s the difference between a list of disconnected tasks and a coherent initiative.

Think of an Initiative as the vision and the goals beneath it as the plan.

When to use one

Create an Initiative when several goals share a single purpose, season, or audience. Examples:

• Year of Discipleship — discipleship meetings, leader development, small-group launches
• Easter Outreach — invitations, follow-ups, baptisms
• Spiritual Disciplines — prayer, fasting, Scripture reading, journaling
• Church Plant Q3 — gospel conversations, core team formation, public launch readiness
• Worship Team Spring Season — rehearsal hours, song rotation, team development

A SuperGoal can mix lead and lag goals, different cadences, and different metric types. That’s the point — one initiative, many lenses.

Creating a SuperGoal

1. Open the Initiatives view (sidebar on Mac/iPad, tab on iPhone).
2. Tap + New Initiatives.
3. Give it a title, optional summary, category, start date, and optional due date.
4. Optionally add a color, system icon, or emoji so it’s recognizable on the Dashboard.
5. Save.

You can create the Initiative first and then add goals to it, or attach existing goals to a Initiative later from each goal’s Edit sheet.

Adding goals to an Initiative

From the SuperGoal’s detail view, tap + Add Goal. The new-goal sheet opens with the parent already set, so anything you create there is automatically attached.

To attach an existing goal, open the goal, tap Edit Goal, and pick the SuperGoal from the Parent SuperGoal field.

Reading a SuperGoal at a glance

The SuperGoal detail view shows:

• A header with the SuperGoal’s color, icon, summary, and date range
• An aggregated progress ring combining the targets of every child goal
• A list of all child goals with their individual progress
• A This Week snapshot of activity rolled up across the initiative
• Streak-at-risk warnings if any daily disciplines are about to break

On the Dashboard, you can filter the goal grid by SuperGoal — handy when you want to focus on one initiative without the noise of unrelated goals.

Lifecycle

A SuperGoal has a start date, an optional due date, and an isActive toggle. When a season ends:

• Deactivating a SuperGoal hides it (and optionally its children) from the active dashboard but keeps the data.
• Setting a due date lets the Dashboard show “X days left in Year of Discipleship.”
• You can always reactivate later if the season returns.

Standalone goals are still fine

Not every goal needs a parent. Daily prayer or a personal reading goal can live on its own. SuperGoals are an organizing tool, not a requirement.

A small example

SuperGoal: Year of Discipleship  (Jan 1 – Dec 31)
├── Lead: Weekly 1:1s              (cadence count, 4/week)
├── Lead: Daily Scripture prep     (streak)
├── Lead: Monthly leadership huddle (cadence count, 1/month)
├── Lag:  Disciples discipling     (cumulative count, target: 6)
└── Lag:  Leaders ready to lead    (cumulative count, target: 4)

Five goals. One vision. The Dashboard shows them as a single moving initiative.

What’s next

• Working with Templates — start a SuperGoal from a built-in pack
• Reading Your Progress — Dashboard cards, sparklines, and the history view