ℹ️ Available on all plans.
Perdoo uses OKRs by default, but you can also run 4DX, Balanced Scorecard, OGSM, EOS, or SMART, or use your own terms. When you choose a framework, Perdoo uses its terms everywhere for your whole company.
Choose your framework
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Go to Configure > Framework.
Choose your framework (1): OKR, 4DX, Balanced Scorecard, OGSM, EOS, SMART, or Custom.
For Custom, enter your own name for each goal type.
Click Save (2).
Screenshot 1
The frameworks use these terms:
4DX: Mission & Vision, Strategic Pillar, KPI, WIG, Lag Measure, and Lead Measure.
Balanced Scorecard: Mission & Vision, Perspective, KPI, Objective, Measure, and Initiative.
OGSM: Mission & Vision, Strategic Pillar, KPI, Objective, Goal, and Strategy.
EOS: Vision, Strategy, KPI, Rock, Measurable, and Task.
SMART: Mission & Vision, Strategic Pillar, KPI, SMART Goal, and Initiative. SMART doesn't use Key Results.
Turn goal types on or off
ℹ️ This requires Superadmin rights.
Don't use Strategic Pillars, KPIs, Key Results, or Initiatives? Turn them off under Select your goal types (3 in Screenshot 1). Ultimate Goal and Objective are always on.
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