An Objective's progress and status is automatically updated based on its Key Results and Initiatives, Aligned OKRs, or both — depending on what Progress driver is chosen. It's also possible to assign different weights to the Key Results and Initiatives or Aligned OKRs to customize the calculation.
Allow Aligned OKRs to drive progress
By default, an Objective's progress is based on its Key Results.
If you want to have the option for aligned OKRs to drive progress for your Objective, you must make sure that Allow Aligned OKRs to drive progress is enabled in Configure > Features > Goal management. Note that you need to be a Superadmin to access Configure.
Weighting Key Results, Initiatives and/or Aligned OKRs
By default, the Key Results or Aligned OKRs will be weighted equally.
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 since they are those high-level projects and tasks that you think might push your Key Results forward. But they're just that: hypotheses that you're attempting to validate.
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.
If you still 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.
How Objective status is determined
An Objective's status (on track, needs attention, etc.) is not manually updated.
You set your subjective status of “on track”, “off track”, etc when you update your Key Results. This is based on your own confidence level of the goal.
The logic of te Objective's status is based on the weakest Key Result status (excluding the none status). For example, if you have an Objective with 2 Key Results where one is 'off track' and one is 'on track', the Objective status will be off track.
Checking the Progress driver of an Objective
You can check how your progress and status is calculated by hovering over the progress tooltip on a Objective's details page:
Or by hovering over an Objective on the Strategy Map:
*NOTE: If the Objective progress is different than expected, it's likely because the Progress driver is not configured as expected.
Have a question?
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