Get a view of the big picture: see how progress on your objectives affects company goals. This key information is in the Scorecard Goal Alignment report.
Comparing progress across “peer” scorecards gauges the success of your team vs. others in the organization. Learn how to navigate and understand the team comparison screens.
Updating progress is essential to keeping track of how well your team is doing. We explain how to properly update progress of Actual vs. Forecast scores.
A task is a “to-do” item establishing progress towards the completion of an objective. A status aides in describing any progress, risk, or alerts related to objectives. Learn how to create a task and status update.
Reviewing upcoming objectives with managers and peers is a best practice in the Setup process. These reviews get everyone on the same page.
Link to an objective that is on another scorecard, and watch it update on your scorecard. A Summary objective represents a “child” scorecard (a team that your scorecard is responsible for managing) as a single objective on your scorecard. Learn the steps for creating both a Summary and a Linked objective.
Roles establish clarity when it comes to what work needs to be performed by individuals on your team. MyObjectives defaults to the RACI model (Responsible, Accountable, Consulted, Informed) and this video shows how easy it is to assign roles on objectives.
Goals are “long-term” and take 3-5 years to accomplish. Initiatives are meant to take a little less time; 1-2 years perhaps. We explain the steps for creating goals and initiatives for your team.
Prioritizing objectives distinguishes between what needs to be accomplished and what would be good to get done. Learn our approach to prioritization and how to complete this step in the Setup process.