Creating Goals And Submitting Them For Review

To start creating goals, select OKRs > My OKRs from the left hand menu pane. To add a new goal press the Add new goal button.

The Goal page is shown. Enter a title and an optional description for the goal. Enter one or more key results and then align the goal with another goal in the organization. Finally press the Close Objective button to hide the Goal page.

You should aim to define 3 or 4 goals for a quarterly period. Once you have defined all your goals, you may submit them to your manager for approval.

With Workteam you will normally create personal goals and align them with another goal in the organization. Additionally, Workteam lets you create shared goals and also allows you to cascade goals to other people within the organization.

Personal goals

A Personal goal is goal where only you have responsibility for achieving the goal. Personal goals may have key results and may be aligned, depending on how Workteam is configured, with a top-level company goal, a departmental goal, a team goal or with one of your manager’s goals.

Goals are personal by default, unless you change them into shared goals, by adding team members, or unless you make them cascaded goals by assigning key results to other users.

Shared goals

A Shared goal is a goal where an ad-hoc group of people have a shared responsibility to achieve the goal. Although a shared goal is shared across a team of people, it will have just one owner (the creator of the goal).

Shared goals may also have key results and may be aligned with a company goal, a team goal, a departmental goal or with one of the goals of the shared goal owner’s manager.

The owner of the shared goal will be responsible for updating the goal.

To create a shared goal, simply add members to the goal by pressing the Shared this goal link and type the first few letters of the team member you wish to add into the Add team member field and choose the relevant person from the dropdown list. The selected person will be notified of their new membership and will see the shared goal appear in their list of goals.

Cascaded goals

If a goal is a high level goal, you may want to break it down into smaller goals and optionally assign each sub-goal to other people within the organization. An assigned sub goal is called a Cascaded goal. The assignee will become the owner of the goal that is cascaded to them. By default, the goal cascaded to the assignee will become their personal goal, but they may turn it into a shared goal by adding team members or they may further break it down into sub goals and cascade those sub goals to other people.

To cascade a goal, first use the Key Results list to add sub goals, that represent the breakdown of the goal. Then assign each sub goal to another person by clicking on the avatar to the left of the sub goal title and type the first few letters of the name of the person you wish to assign the sub goal to in the Select user field. Choose the person from the dropdown list. Once you do this, the person will be notified of the assignment and the sub-goal will appear in their list of goals as a personal goal.

Private goals

You may set a goal as private, which means that only you, your manager, HR/account administrators or members of the goal will be able to see the goal in your goal list. Other people in the organization will neither be able to see the goal nor align with it.

To set a goal as private, open the goal in the View Goal page and click on the “Public” drop down just under the goal title at the top of the page and select Private.

Setting the confidence level for a goal

Each goal has an associated confidence level, which lets you convey to your manager and others your confidence of achieving the goal. Workteam defaults the confidence level to 70%. Each goal you define should stretch yourself such that you believe from the outset that you have a 70% chance of achieving the goal. If you are more or less confident when defining the goal, then change the confidence level accordingly by dragging the confidence bar at the top of the goal page or entering a confidence level (between 0% ad 100%) into the confidence field.

If a goal has one or more key results, which each have their own confidence levels, then you will not be able to change the overall confidence level of achieving the goal using the top confidence bar, Instead this bar will reflect the average of the confidence values associated with each key result. You can instead change the confidence level of each key result.

Key results

A key result is a measurable statement, which defines a goal’s successful outcome. For instance, a goal entitled “Reduce team expenditure” might have the following key results:

  1. Travel expenses will be reduced by at least 25%
  2. Computer related purchases will be reduced by at least 10%
  3. Overall team expenditure will reduce by at least 5%

To add a new key result, click in the area Add a new key result and enter a description for the key result. Press Enter to add the key result.

You can delete a key result by selecting Delete from the menu that appears when you click the dotted button at the right of the key result.

You can adjust your confidence level of achieving the key result by clicking down the mouse on the confidence bar and dragging until the appropriate confidence level is selected. Alternatively enter the percentage into the confidence level field.

Aligning a goal

Workteam lets you align a goal with either one of your manager’s goals or with a departmental or team goal or directly with one of the organization’s objectives. You may be limited by what goals you can align to, depending on the configuration of Workteam for your organization. You can only align a goal during the planning phase if it is a personal goal or if it is a shared goal and you are the owner of the goal. In the case of a goal that is cascaded to you, the goal will already be aligned for you.

To align a goal, click the Set Alignment button in the Alignment panel of the Goal page. A popup window is shown and, if Workteam is configured to let you align goals with your manager, an organization hiearchy is displayed, showing your manager at the bottom level of the hierarchy. You can either choose to align the goal with one of your manager’s goals, simply by clicking on one of the goals listed in the Choose a goal to align to section, or you can select your manager’s manager and select one of their goals. You can keep navigating up the manager hierarcy until you reach the organization. If you select the organization the list of company objectives will be displayed and you can select from one of those goals in order to align directly with the appropriate company objective.

If Workteam is configured to allow more than one alignment option, for example, the ability to align goals with departmental or team goals in addition to your manager’s goals, then you may choose from the buttons at the top of the alignment dialog to determine which type of goal to align with.

Collaborating on a goal

The Goal page contains an activity panel, which logs all the activity around the displayed goal, for instance whenever you change a confidence level or whenever you change the status of a goal. You can use the activity panel to start a conversation about the goal with your manager or with other team members or colleagues. If you post a comment to the activity area, anyone who views the goal will see the comment. If you mention someone specificially within your comment that person will be notified straight away and they will also be notified when you or anyone else subsequently comments on the goal.

To mention someone, simple type the ‘@’ character followed by the first few characters of their name. You will see their name appear in the drop down list. Select it and then complete your comment and post it. The mentioned person or people will be notified and emailed straight away and when anyone else posts a comment about the goal.

Submitting goals

Once you have created each of your goals then you are ready to submit them to your manager for approval. Click the My OKRs menu item in the left-hand menu pane and then press the SUBMIT GOALS button. Your goals will be submitted to your line manager for review. While you are waiting for the goals to be reviewed, you may continue to view your goals, but you will not be able to make changes to any goal or confidence level. You will receive an email (and a notification within Workteam) as soon as your manager has approved your goals.