Updating the status and confidence levels of goals

Once goals have been approved by your manager, the goal period enters the execution phase. This is the time during which you will execute on your goals and update your progress to keep your manager and colleagues informed.

You may change the confidence level and status of personal goals and any team goals that you own. You may also update the status of goals that you cascade to others, by adjusting the confidence level of the associated assigned key result, however typically, you would leave this to the person you cascaded the goal to.

The default status for each goal is “Not started”. Once the execution phase begins and you start work on a goal, you can change the status accordingly. You should update both your confidence level of achieving each key result as well as the current status of each goal. If everything is going to plan with the goal, the status should be set to “On Track”. If you are concerned that, unless something changes, you will not achieve the goal by the end of the period, you should adjust the confidence level appropriately and set the status of the goal to “At risk”. If progress on the goal is stuck and you cannot move it forward, then mark the goal as “Blocked”. If you have completed the goal, then set the confidence level to 100% and set the status to “Completed”.

There are two ways to update the status and confidence level of goals. It may be done either directly or via a check-in.

Updating goals directly

You can update both the confidence level and the status of each goal by going to the My OKRs page at https://app.workte.am/goals/personal and clicking on the relevant goal. The goal page is shown. You can set the status of the goal by selecting the appropriate button at the top of the page.

If the goal does not have any key results, you can change the confidence level of the goal by adjusting the bar at the top of the goal page.

If the goal has one or more key results, you must change the confidence level of each key result. The overall confidence level of the goal is calculated as the average of the confidence levels of each of the key results.

Updating goals via a check-in

If Workteam is configured to enable Check-ins and your manager has configured the questions to include an Update Goals question, then Workeam will prompt you each week to complete the check-in form. The form will include a set of status buttons for each goal you are responsible for. The current status will be reflected by showing the approprate status button shown in a lightly shaded color. To change the status, or simply confirm the current status, just click the appropriate status button. The check-in form will also contain a progress control letting you change the confidence level of each key result for which you are responsible.

The check-in form will also show any team goals that you are a member of. If you are not the owner of the goal you will not be able to update the status. Only the owner can do this.

For more information on Check-ins see Getting started with check-ins.