The goal lead is the person ultimately responsible for a goal, but that usually doesn't mean the lead is the only person working on that goal (learn why).
You can lead a KPI, Objective, Key Result, or an Initiative.
The goal lead is responsible for:
Updating progress
Keeping the goal on track
Act as the main point of contact when someone has a question about that goal
Who should be the lead?
As an Executive or Team lead (i.e. department head or team lead), you should not lead all the KPIs or OKRs. You simply don't have the time.
Instead, you should delegate responsibility and assign fellow Team members as the lead to your organization's or team's goals. As a guideline:
| KPI | OKR | Initiative |
Company | Executive | Executive | Anyone |
Team | Team lead/member | Team lead/member | Anyone |
How to edit a lead for a goal
KPI
Click on the name of the KPI to open the modal
Find the Lead field in the right side panel
Select a new lead from the dropdown menu. If they're yet to be added as a user, simply enter their email into the Lead field to invite them to Perdoo!
Objective
Click on the Objective to open the modal
Find the Lead field in the right side panel
Select the new lead from the dropdown menu. If they're yet to be added as a user, simply enter their email into the Lead field to invite them to Perdoo!
Key Result or Initiative
Click on the Key Result or Initiative to open it's right side panel
Find the lead field
Select the new lead in the popup that opens. If they're yet to be added as a user, simply enter their email into the Lead field to invite them to Perdoo!
Next article in our quick start guide: Drive execution using Check-ins
Need a hand?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.