- Created by Robert Reiner, last modified on 12. Sep 2018
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projectdoc Toolbox
Publish an objective to share with your colleagues.
- ID
objective- Suite
Objectives should inspire and point to things to achieve in the far future. They are tied to be worked with a sense of urgency in the short term by metrics defined in the form of key results.
Define your objectives for significant goals. Do not define a wish list, your day-to-day routine, or issues you would deal with anyway.
Define an objective to pursue during the specified period. An OKR cycle typically runs within three months. For this period of time the ideal number may range between three and 5. But all depends on your organization and context. You define your objectives to keep focused. Therefore keep in mind that for goal setting less is more.
There is a specific section to describe your objective more thoroughly if you need to. Keep in mind that a precise and short description is king, so the short description may be enough. There is also room for further details in additional sections on motivation, people involved, desired impact, and deliverables. Use them if you need to make your case easier to understand by adding additional information.
Objectives are typically attached to strategic themes. They may be categorizes, especially by objective type. You should see this categorization tools as an option if you find it useful to create alternative views. If they do no good, simply do not use them.
Properties
The document type objective provides the following properties:
Please note that only information about specific properties is provided here. Common document property used by all document types are documented by Document Properties.
Type
Specify the type of the objective to organize them.
Use the objective type to define types of objectives.
Theme
Relate the objective to a theme.
Typically the objective is added to a theme as child document. In this case the reference to the theme is automatically rendered.
Owner
List stakeholder that own the objective. Consult these people when there are questions or you are looking for support when pushing objectives related to this objective.
Start
The start date when the persueing of this objective begins.
Typically the objective is added to a theme as child document. In this case the start date is automatically rendered.
Note that the Start property is hidden and rendered as part of the Cycle property.
End
The end date when this objective ended.
Typically the objective is added to a theme as child document. In this case the end date is automatically rendered.
Note that the End property is hidden and rendered as part of the Cycle property.
Cycle
For brevity and to save space the start and end date are rendered with the Cycle property as a period.
Score
Log the value scored by the end of the period. The format of the value is a decimal value between .01 (or .05) and 1.
Sections
Description
In case the short description is not enough, the description section provides room for more detailed information about the objective.
Why?
Describe why this objective is useful for your business. State the problem to be solved.
Who?
Describe who is involved in the objective.
List the stakeholders that will support the objective. There may be stakeholders who will work against it. Also specify the stakeholders taking advantage or taking disadvantage even if they do not have power to influence the outcome.
How?
Describe how the objective will be pursued.
What?
Describe the (high-level) deliverables (aka output) required to achieve the outcome.
Key Results
List key results to measure the level of success in accomplish the objective. The completion of all key results must result in the achievment of the objective.
Check to pair key results to aim at quality and quantity to make sustainable progress.
Key results added as child documents are automatically listed.
If you need to merge the child documents with manually added documents in a single list then use the Table Merger Macro and the Tour Macro.
Make sure that the render style – e.g. table or definition list – is the same for all listings within the Table Merger Macro.
Check-ins
Provide a check-in for each interval within a cycle.
Check-ins added as child documents are automatically listed.
Related Objectives
List objectives that are related to get in touch with the owners to solve problems or discuss opportunities.
All objectives of the same type are automatically listed.
Subordinate Objectives
In case you need to organize objectives in a hierarchy then add additional objectives as children to this objective. Subordinate objectives will then be automatically listed.
Since objectives are typically short lived, there is probably no need to organize them for one OKR cycle in this way.
Related Doctypes
- Objective Type
Type-specific category for objectives.
- Check-in
Document the result of a OKR check-in.
- Key Result
Publish key results to achieve in order to pursue an objective to share with your colleagues.
- Objective
- Publish an objective to share with your colleagues.
- Strategic Theme
Publish a strategic theme to group objectives and to share them with your colleagues.
- Wrap-up
Track what you have achieved and the reasons why. Check what you have learned and find areas where you can improve.
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