Your organization and/or team will always work on many different goals at the same time. The amount of goals accumulates over time. It can be quite a challenge to organize all those goals in a way that provides clarity and focus.
Here’s how Perdoo takes a smart approach towards organizing your goals using 3 attributes:
The Owner answers the question: what’s this goal about?
Only Groups can own a goal. Just as you organize all the people in your organization by Group (eg, Marketing, Sales), you organize all the goals in Perdoo by Group.
Usually, Groups in Perdoo correspond with the Groups (eg, departments, teams) that you have in your organization. So if you have a Marketing team in your organization, you probably want to create a Marketing Group in Perdoo (and maybe even Subgroups like Content Marketing, PR, etc).
By organizing your goals by Group you can see in one glance how a certain area of your business is performing. You can see in one view how all the Product goals, or all the HR goals, are progressing. (Note that Groups in Perdoo can be cross-functional as well.)
The Lead answers the question: who’s responsible?
Only individuals can lead a goal.
To make sure a goal will be achieved, you need to make someone responsible (ie, assign a Lead) and keep that person accountable.
Typically, members of a Group are leading the goals that their Group owns.
We often see that Group leads are leading all the goals of their Group. We advise against this as Group leads are short on time and should distribute accountability across their Group members. So Group leads: make someone in your team responsible for a goal that your Group owns and help them achieve their goals through 1:1s.
The timeframe answers the question: when is/was this goal relevant?
KPIs don’t have a timeframe. KPIs are your business as usual, they track the things that you’ll always be working on. As such, they’re usually constant and don’t change from quarter to quarter or from year to year.
It’s different for OKRs. Your OKRs are your roadmap towards a desired future. As you progress down this path, your OKRs constantly change. Hence, OKRs (and their Initiatives) are only relevant for a specific timeframe and a timeframe must be assigned to them.
Group and User pages in Perdoo
You can look at your goals in Perdoo from different perspectives.
Go to a Group page to look at all the goals that a specific Group owns. So if you’d like to see how all your Product goals are performing, go to the Product group in Perdoo.
Go to a user page to look at all the goals that a specific user leads. So if you’d like to see how all the goals that one of your direct reports is leading are progressing, go to their page in Perdoo.
On both the Group and the user page, the OKRs are organized by timeframe then in alphabetical order.
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Next article in the quick start guide: Create or join groups