Perdoo offers you the flexibility to choose how your Objective's progress is calculated. Choose to calculate progress based on either Key Results only (default) or Aligned Objectives only (flexible option).
If flexible progress calculation is enabled, progress is chosen on a per Objective basis when you edit or create a new Objective, under More options. Read this article to learn about your progress calculation options and how to set them up.
In this article:
Progress for Objectives
You have 2 options for calculating your Objective's progress:
By default, an Objective's progress is based on its Key Results only.
(Super)admins can enable flexible Objective progress in Configure > Features > Flexible Objective progress calculation. In that case, an Objective's progress can be based on either its Key Results or its Aligned Objectives:
Where to choose or edit progress calculation
If flexible Objective progress calculation is enabled, you're then given the option to choose how you want your progress calculated when creating or editing an Objective:
You can then view which type of progress calculation is used via the icon beside each Objective' progress circle:
Initiatives do not affect an Objective’s progress. 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.
Key Results (or Aligned Objectives) are weighted equally
When calculating progress, the average of your Key Results (by default) or the average of Aligned Objectives (optional) 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 progress will be 33%.
* NOTE: Any negative values will be treated as 0% in this weighting process.
Always weighing either Key Results or Aligned Objectives 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.
If you have flexible Objective progress calculation enabled for your account, you can find out how your Objective's progress is calculated by hovering over the progress bar on profile pages (user, Group, or Company):
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) Objectives 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 OKRs
Perdoo displays any aligned OKRs on each Objective’s Aligned Objectives tab as well as on the 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.
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