Perdoo offers you the flexibility to choose how your Objective's progress is calculated. Choose to calculate progress based on Key Results only (default), Aligned OKRs, or both. It's also possible to assign different weights to the Key Results and Initiatives or Aligned OKRs to customize the calculation.
Progress drivers for Objectives
You have 3 options for calculating your Objective's progress:
Key Results
Aligned OKRs
Both Key Results and Aligned OKRs
By default, an Objective's progress is based on its Key Results only.
Where to choose or edit progress calculation
You're given the option to choose how you want your progress calculated under Advanced options when creating an Objective:
You can then view and edit which type of progress calculation is used in the right side panel:
You can check how your progress and status is calculated by hovering over the progress tooltip on a Objective's details page:
*NOTE: If the Objective progress is different than expected, it's likely because the Progress driver is not configured as expected.
Initiatives do not affect an Objective’s progress by default. The logic is as follows:
An Objective tells you where to go.
Key Results are the results you need to achieve to get there (or the progress of aligned OKRs directly impacts the parent OKRs progress).
Initiatives are all the projects and tasks that will help you achieve your Key Results.
If we follow our car analogy, say your Key Result was to pass your driver's license test. Your Initiatives could then include studying for this test. However, studying for your driver's license test doesn't necessarily mean you will pass the test. It's just a (very good) idea.
Weighting Key Results, Initiatives and/or Aligned OKRs
When calculating an Objective's progress, the Key Results or Aligned OKRs will be weighted equally.
For example, if you have one Key Result that is at 100% progress, and two that are at 0% progress, your Objective's progress will be 33%.
*NOTE: Any negative values will be treated as 0% in this weighting process.
Always weighting either Key Results or Aligned OKRs equally boosts transparency, reduces complexity, and removes the subjectivity of which Key Result or Aligned Objective each coworker might think is more important than the others.
Customize weighting for Key Results, Initiatives and/or Aligned Objectives
In some cases, an Objective's Key Results (or aligned OKRs) should not all have an equal impact on the Objective's progress. Or maybe you also want to include an Initiative in the Objective's progress calculation. In those cases, you can adjust the weight.
The following video explains how:
How to adjust the weight
Open your Objective and click on Key Results, Aligned OKRs, or Both next to Progress driver in the right side panel:
Select the appropriate weight in the dropdown menu then hit Save.
Traditionally only Key Results impact the Objective's progress, so any Initiatives will have a 0 weighting by default. If you feel that an Initiative should impact Objective's progress, you can also do so. Just click "Also show Initiatives":
Then you can select the appropriate weight in the dropdown menu and hit Save.
When the default weighting has been adjusted, you can now quickly see this on the profile pages and details modal.
Defining metrics for your Key Results
A major benefit of Perdoo is that it helps you focus on results (outcomes), instead of activities (outputs). An output is something you do, an outcome is something that happens as a consequence of what you do. For example, “I’ve demonstrated our product to a prospect” is an output, and “I’ve acquired a new customer” is an outcome. Key Results are for tracking those outcomes/results, whereas Initiatives are for tracking the outputs/activities.
When you want your Key Results to measure outcomes, they need to contain a metric (for example, EBIT, Cashflow, Burn rate, Churn Rate, Monthly Active Users, or Net Promoter Score).
You may not always succeed at finding (good) metrics for your Key Results. This is fine, as it's most important that your Key Results measure what matters most to you. However, a good amount of your Key Results should contain a metric in order to shift your team’s and organization’s focus from activities to results.
When your Key Result contains a metric, only that metric can drive its progress (by default, unless flexible Objective progress is enabled). If your Key Result is to increase NPS from 20 to 40, then the metric NPS will define what the current progress for your Key Result is.
When to choose progress via Aligned Objectives
Sub (ie. quarterly) OKR can support a parent (ie. annual) Objective in a few ways:
If you're unable to synthesize success of a long-term OKR into measurable Key Results, so success can then be the sum of it's parts.
If the sub-Objectives are actually a breakdown of the parent Objective (for example, a parent OKR to represent the Sales division goal with sub-Objectives for the different Sales teams), so you don't need to duplicate the KRs.
If you have a company KR that is lagged, you can choose to have aligned OKRs drive progress for the majority of the year, and then switch it to the KR once that actually starts moving.
Locating your Aligned Objectives
Perdoo displays any aligned OKRs in the Objective and KPI modal as well as on the Map:
Objective modal:
KPI modal:
Map:
💡 Pro tip: Progress is different than goal statuses. To learn about the status indicators for Objectives and their Results (Key Results or Initiatives), read this article.
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.