Sometimes your originally planned Key Results or Initiatives no longer make sense. This can be due to changing circumstances, restrictions (time, budget, approval, scope) or you simply picked the wrong measurement.
How to archive a Key Result or Initiative
To archive a Key Result or Initiative, use the 3-dot menu and select Archive. You'll then be asked to fill out a template.
Important notes:
Superadmins can customize the template under Configure > Templates > Archiving Key Results & Initiatives.
Archived Key Results & Initiatives do not count towards progress.
Archiving vs. Editing a Key Result or Initiative
Sometimes it makes sense to modify a Key Result or Initiative instead of archive it. This depends on the nature and scope of the modification, as well as if the Key Result or Initiative was started. If it's a minor edit, then it's ok to modify the name of the existing Result if it hasn't been started. If the edit changes the nature of the Result, then it's best to archive it to record why you're not pursuing it anymore and create a new one.
Make visible and restore archived Key Results and Initiatives
Within the Objective modal you'll find the option to Show or Hide archived. This allows you to ensure you're only seeing the Key Results and Initiatives that you want to see.
To restore an archived Key Result or Initiative, make sure you've clicked 'Show archived', locate the archived goal, click the 3-dot menu and select Restore:
Perdoo 3.0
How to archive a Key Result or Initiative
You'll find the option to archive in the 3-dot menu in the top right corner of the detail pages:
You can change the stage from Active to Archived in Cascade, or the details modal:
You'll then be asked to fill out a template.
Important notes:
Superadmins can customize the template under Configure > Templates > Archiving Notes.
Archived Key Results & Initiatives do not count towards progress. If you're done working on them and progress should be counted, Close them instead.
Archiving vs. Editing a Key Result or Initiative
Sometimes it makes sense to modify a Key Result or Initiative instead of archive it. This depends on the nature and scope of the modification, as well as if the Key Result or Initiative was started. If it's a minor edit, then it's ok to modify the name of the existing Result if it hasn't been started. If the edit changes the nature of the Result, then it's best to archive it to record why you're not pursuing it anymore and create a new one.
Make visible and restore archived Key Results and Initiatives
In Cascade, select Archived from the Stage dropdown or filter. Once you locate the goal, either change the Stage to Active or select 'Unarchive' from the 3-dot menu:
How to close a Key Result or Initiative
If the Key Result or Initiative is in a past timeframe, you'll find the following red button at the top right corner of its details page:
You'll find the option to close in the 3-dot menu in the top right corner of the detail pages:
You can change the stage from Active to Closed in Cascade, or the details modal:
If you don't see the previous 2 options, the Key Result or Initiative is in a current timeframe. You can click the 3-dot menu in the top right corner and select Close Objective.
Next, fill out the form:
How would you rate your execution? Give a rating out of 5 stars.
Closing status:
achieved - when the stretch (70%) or committed (100%) outcome is achieved
partially achieved - when you've made progress, but not fully achieved the outcome
missed - when the desired outcome is not achieved
postponed - when the OKR is delayed and will be pushed to sometime in the future
canceled - when the OKR is no longer being pursued
Answer the templated questions e.g.
Learnings
Next steps
Click Save.
Important notes:
The templated questions are customizable by a Superadmin in Configure > Templates > Closing notes. Make sure to read this article to understand why our default templates are set up like this.
You can find the Closing note on the goal's details page or the 'Closing note' column in Cascade.
If you're not ready to close it yet, but want to start the closing process, you can uncheck 'Mark as Closed' and this will save your inputs as a draft.
Once a Key Result or Initiative is closed, you cannot update it anymore. If you need to update a goal, you'll need to reopen the goal.
You do also have the option to delete a Key Result or Initiative, however, this action is permanent and irreversible. An OKR cannot be restored after it's been deleted.
Closing an Objective will close all of its Key Results and Initiatives.
How to edit the Closing Note of a Key Result or Initiative
Select 'Edit Closing Note' within the modal or dropdown menu to edit the notes submitted.
When to re-open a closed Key Result or Initiative
If the Key Result or Initiative's details need to be changed or updates need to be made then the goal will need to be re-opened to make the necessary changes. Select 'Reopen Objective' from the Objective dropdown menu.
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.