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.
“Narrative” means that you will be focusing on objectives. Find out how to draft an objective when your account is in Narrative mode. Also, learn the difference between a good objective vs. a bad objective.
“OKR” stands for objectives and key results. Learn how to draft objectives and key results and the difference between a good OKR and a bad OKR.