What are Objectives and how to use them?
- Gosia Morawska (Deactivated)
Objectives can be used to track progress on goals set by the company.
What are Objectives?
OKRs (Objectives and Key Results) is a goal system that aims to create engagement and alignment within a company that allows employees to understand what they are working towards, and for what cause.
An Objective is an overall goal.
Key Results are measurable results that must be completed for the overall Objective goal to be achieved.
OKRs help to break down an overall goal into achievable steps on Individual, Team, and Company levels.
With Objectives, users can see their OKRs and report on their progress.
You can access Objectives in the Assess Tab:
How do I create an Objective?
In the top navigation bar, select the + icon, and add an Objective
It will open a creator with the following options:
Create new / Pick a Pre-set
You can either select existing Objective settings or create a new objective set-up to assign to signle/multiple users.
Setting the owner
Each Objective must have an overall owner.
This owner will be the person responsible for carrying out the Objective as a whole.
What are the different levels of Objective?
Self-development: This will be an Objective that a person sets for themselves. For example, someone who wants to set themselves the task of being able to code in Javascript. Please note: All self-development Objectives are set to private and can only be viewed by the person who has set them.
Individual - pick particular users by writing their name in the search bar
Team/Group - choose groups of users by Team/Group name. When new users within the Team/Group are added - Objectives will be automatically assigned to them
Company - this Objective will be assigned for all the users within the system.
What is the overall Objective?
In this section you can fill in your objectives name and add details.
Make private
Self-development Objectives are set to private.
Individual, Team, and Company Objectives are set to public.
If you want to make Individual, Team, or Company Objectives private, you can do this by checking the following button:
Tags
You can add 'tags' to make them easier to find
Add relevant Tags to your Objectives by typing them in the search box
When is this Objective set for?
To learn more about Objective settings and how to create more options within the creator, click here.
You can choose from Q1, Q2, Q3, and Q4 or other custom options selected in the Company Settings.
You can change the dates of each quarter to suit your own company in Company Settings>Objectives.
If you select one of the quarters, the dates will automatically fill in.
You will be able to later change the deadline by editing the Objective:
Key Results
Add various Key results needed to accomplish the Objective
Choose a description, completion type and other settings
Completion type
Mark as complete
A user will manually have to mark the Key Result as complete.
This is useful in cases where the Objective is not quantifiable. For example, if the Key Result is to "Improve employee satisfaction" within the company.
Pass scoring
Set a value to be achieved for this Key Result
This is useful when the Objective is quantifiable.
Maintain value within a range
Set a range to be maintained for this Key Result
This is useful if you want to add a bit of scope and flexibility to your Key Result.
Marking as 100% if above/below the range means that the Key Result will be marked as 100% if the value is recorded as above the specified range (if you select upper) or if the value is recorded as below the specified range (if you select lower).
Please note that you can choose from various symbols and currencies when setting an Objective.
Other settings
Contribute to Objective progress?
Decide if you want this Key Result to contribute to Objective progress.
If this Key Result is marked as completed, the overall Objective’s progress will reflect that
Key Result has its own dates?
You have an option to set deadlines independently from the Objective
Changing Key Result owner
You can pick the key result owner to be a different user, than the Objective owner
Notification settings
To learn more about notification settings, please read the following article: https://support.learnamp.com/knowledge/notifying-when-item-completed
Once you’ve added an Objective it will be visible for the users selected on the Asses>Objective Dashboard>My Objectives.