From account activation through to creating your first objective inside 7Geese, this guide covers product how-to's on getting started and goal-setting / coaching best practices.

Account Activation

Activation e-mail

You will receive an email that prompts you to activate your 7Geese account. Simply follow through with the call-to-action to get your name, role, and password setup.

Building your profile

I'm logged in, now what? This common question depends primarily on your team's rollout of 7Geese, but here are a few suggestions on what to prepare regardless of how your team is using 7Geese to start:

  • First, verify and set your account settings (Adding a manager, checking their e-mail preferences, adding an about/job description)

Getting Started with OKRs

Your first few weeks with 7Geese will include getting familiar with OKRs. 

 

Creating your first objective

Create new objectives from the home page of 7Geese or from the Objective Explorer. 

From the objective creation dialog you can perform the following actions:

    • Setting an objective name: Name your objectives to reference the purpose and achievements your efforts are working to achieve.
    • Define Key Results: Here, define the metrics, success indicators, or milestones that will determine objective achievement. Good key results are call-to-action items that link to a plan or target and inform guide success predictions. You can also customize how you'd like to track each key result by selecting the target 100% option. 

    • Set the objective type: The auto-default for new objectives is personal objective, unless you select new objective on the home page from the department/organization section (limited permissions).
    • Define participants: You are auto-assigned as the owner to the objective. 
    • Set the objective privacy: Objectives are set to public by default. 
    • Define a due date: By default the due date will match the end of your cycle (CPM tier), or the end of the quarter (OKR tier).
    • Add parent/child objectives: Align your objective when you create it. 
    • Add a custom check-in reminder e-mail: By default this is set to off. You can customize the day of the week to receive an e-mail reminder to check-in. This helps to build habits around continuously tracking progress.
    • Labels: Categorize your objective for ease of filtering when running reports by adding labels such as draft (when planning). Learn more...

Objective Types

Personal objective: Personal objectives inform actions taken at an individual or small-team level. Personal objectives typically have one owner, the individual responsible for finishing the objective. 

Department objective: Department objectives are higher level, team-based objectives that a group of team members as a unit work towards.

Best practice is to have a team lead, manager, or director own these objectives.

They are different from personal objectives since they define at a higher level what the team as a whole is striving to achieve, where as the personal objective outlines the subset of the overall goal one person in particular is working to achieve. 

Organization objective: Organization objectives relate to the core values and over arcing business priorities.

Best practice is to have 3 objectives owned by the CEO or leadership team member responsible for the area defined in the objective.

Objective Privacy

By default, objectives set up in 7Geese are set as public. This follows the OKRs philosophy of transparent accountability. However, we understand that sometimes projects and or processes mandate a more sensitive approach to team accomplishments.

There are 4 privacy options:

  1. Public (all coworkers can see your objective, check-in's, and objective related changes)
  2. Participants only (If someone is set as a stakeholder, follower, co-owner, is above you in your reporting tree, or is an administrator of your network they are able to see objective related changes)
  3. Department(s) Only (Coworkers in the assigned department related to the objective have access to the objective and respective changes, regardless if they are an owner, stakeholder, or follower)
  4. Department(s) and Sub-department(s) (Similar to privacy permissions of department(s) only, but also includes sub-departments assigned)

All options come with the following two permission overrides:

  1. Reporting managers up your reporting tree will ALWAYS have access to your objectives
  2. Administrators of your network have super-user access - they will be able to see all updates and objectives.

By setting the objective privacy to Participants Only, only your direct reporting tree (those whom you report to and above them), followers, and stakeholders assigned to the objective can access objective details, progress, and status updates. 

Departments and sub-department permissions

One benefit to setting up departments with a hierarchy is the way it works with our updated objective privacy options for department objectives. You can set a department objective to only be visible to users in a specific department, or a department and it’s sub-departments. With your department hierarchy established, you can easily keep certain objectives private within the groups that need access. This walkthrough guides managers and administrators through how to establish department-only objectives.

Objective participants + permissions

Owner: This is who is accountable to achieve the objective. When creating new objectives the owner will default to the individual creating the objective. Secondary owners can be added if the objective is shared amongst team members.

Stakeholder: If someone in your team has a stake in the objective you are creating, but is not necessarily an objective owner, you can assign them as a stakeholder. This means they will receive updates on your progress as you check-in, and can watch your success climb even if the objective is set to private.

Follower: Similar to a stakeholder, followers can monitor an objective even if it is set to private. Followers cannot check-in, provide status updates, or edit the objective. They will receive updates on the objective. Examples of a follower are interested parties who want to stay aligned with your progress.

With each participant level comes a sub-set of permissions related to the objective. 

Objective Owners

This is who is accountable to achieve the objective. 

  • Can edit the objectives details
  • Add links and notes
  • Add corresponding key results
  • Alter weighting of key results
  • Edit key results
  • Convert a key result to a child objective
  • Align the objective to parent or child objectives
  • Can check-in on objective progress
  • Alter the objective due date
  • Change objective privacy to and from public --> participant and or dept specific
  • Add status (on or off track)
  • Assign categories to the objective
  • Subscribe to weekly check-in reminders
  • Add owners, stakeholders, or followers to the objective
  • Share a message on the objective feed
  • Duplicate the objective
  • Delete the objective
  • Close an objective and add a final assessment (expectations met or not)
  • Convert a personal objective to departmental level (if permission is established by the network administrator)

Objective Stakeholder

If someone in your team has a stake in the objective you are creating, but is not necessarily an objective owner they can be assigned/join as a stakeholder.

  • Can edit the objectives details
  • Add links and notes
  • Add corresponding key results
  • Alter weighting of key results
  • Convert a key result to a child objective
  • Edit key result
  • Align the objective to parent or child objectives
  • Alter the objective due date
  • Change objective privacy to and from public --> participant only
  • Add status (on or off track)
  • Assign categories to the objective
  • Subscribe to weekly check-in reminders
  • Share a message on the objective feed
  • Duplicate the objective
  • Add a final assessment (expectations met or not)
  • Convert a personal objective to departmental level (if permission is established by the network administrator)
  • Check-in on the objective they're part of

Objective Follower

  • Can edit the objectives details
  • Add links and notes
  • Add corresponding key results
  • Alter weighting of key results
  • Remove a key result
  • Convert a key result to a child objective
  • Align the objective to parent or child objectives
  • Can check-in on objective progress
  • Alter the objective due date
  • Change objective privacy to and from public --> participant only
  • Assign categories to the objective
  • Subscribe to weekly check-in reminders
  • Share a message on the objective feed
  • Duplicate the objective
  • Close an objective and add a final assessment (expectations met or not)
  • Convert a personal objective to departmental level (if permission is established by the network administrator)

Note: Administrators on the platform have access to super-user objective edits and progress updates regardless if they join as part of an objective. 

Assigning departments to objectives

Departmental tags and categories can be added to objectives to help filter and manage alignment to avoid scattered groupings of similar team goals. 

Department Tags are handy when setting departmental objectives since you can then use the Objective Explorer to filter what department is working on which objective. This is especially helpful if there are duplicate objectives with different progress levels - Sometimes two departments may be working on the same objective but track key results differently. With duplicate objective names, it may be hard to differentiate between the two objectives upon first glance. Adding a department tag and grouping by department in the Explorer will solve this!

Department tags can only be added to objectives aligned as department level, which is indicated by objectives with the green target.

To add tags to department objectives, you can assign the department as you create the objective, or, if the department has not yet been added by the manager or administrator in your organization, you can head back to the objective at any time and fill in the department tag. 

Any department objective can have multiple departments assigned to it as well. This is handy when OKRs are collaborative. 

Note: Only managers and administrators can manage tags and categories.

Making OKRs GREAT

Creating OKRs is one step in the entire cycle of priority and goal planning within an organization. The video below focuses on 5 main aspects of what makes an OKR great:

  1. What goes into a great starting criteria to create a single OKR 
  2. An understanding of what a great OKR is not as it’s important to understand what not to do, to make sure you’re not going into something blind. 
  3. How great OKRs come from the right metrics or key performance indicators that match your culture. 
  4. How you can ensure you’re translating tasks into results and planning out supporting projects properly. 
  5. And how to get an idea of how you plan to assess progress once it’s all over.

OKRs alignment

Parent and Child objectives are two 7Geese terms used to describe department or personal objectives when they become aligned from the bottom-up to an organizational-level objective.

Parent Objective: Any objective can be classified as a parent objective if they have another objective aligned underneath.  While any objective can be set as a parent as long as it's not an objective type above it (Aligning an organization objective to department objective, for example), it's recommended to set departmental or organizational objectives as parent objectives.

Child Objective: Any objective can be classified as child objective if they become aligned underneath another objective. 

Example of aligned objectives

  • "Increase our team size" is the top parent objective

All objectives underneath at both the department level, as well as personal level, are aligned to the overall OKR of increasing team size. This means when each of these child objectives get checked into, the progress of the organizational level will also adapt accordingly.

  • "Release iPhone and Android Apps" & "Increase our North America Sales" are also parent objectives but are also child objectives. 

While this can be confusing when getting started, think the alignment like a step ladder. The very top of this ladder is a parent objective while the very bottom is a child objective. Those in the middle are both parent and child objectives as they have OKRs that sit both above and below them impacting success. 

Simply, parent and child objectives are another way of describing the alignment of OKRs within your organization. These names are easy reference points when talking about transparency amongst how each individual is contributing to continuous, successful organization progress. 

Objectives Page

The Objectives Page is dashboard-view that provides an easy way to view and act on your objectives and provides a way to see how your teammates, departments and the organization as a whole are progressing with their objectives.  To view the Objectives Page, click on "Objectives" in the top navigation bar.

Features
Quick Links

  • Use the quick links at the top of the page to navigate to other objectives related areas in 7Geese:  Quick Check-in Page, Objective Explorer, Bulk Creator

Context Drop Down

  • Use the drop menu to view the objective page in another context such as focusing on the organization or a department

Objectives Section

  • For individuals

  • In the objectives section you’ll see a summary of all your objectives for the current quarter.  You can easily see your overall progress as well as the overall status of your objectives.
  • All your owned objectives are listed here as cards.  Click on the objective to see more information:

    • Aligned parent and child objectives
    • Last check-in
    • Key results and their progress
    • Click on the objective title to go to the objective detail page

For organization

  • Like the objectives page for individuals, you’ll see a summary of all the organizational objectives for the current quarter.

For departments

  • The department view in the objectives page will show a summary of all the department’s objectives.

Legend for objective status dots

  • On-track (recently updated)
  • On-track (last check-in more than 14 days ago)
  • Off-track (recently updated)
  • Off-track (last check-in more than 14 days ago)
  • No status set
  • Never checked-in

People Table
For individuals

  • The people table shows you the people most relevant to you in 7Geese:
    • Your manager
    • Your manager’s reports
    • Your reports
  • Clicking on the person’s name will bring you to their profile page.

Managers/Team Leads:

  • Click “My reports only” to see only team members who report to you

 For organizations

  • Under the People Table, all the departments within the organization are shown with a summary of their objectives.
  • Clicking on the department’s name will change the focus of the objectives page in context of that department.

For departments

  • Under the People Table, the sub-departments within the department will be shown as well as all members of that department.

Quick Summaries
Individuals

The summary cards give you a list of relevant objectives grouped together based on common features.

Cards you will see:

  • Organization
  • Departments that you are in
    • Note:  If you see too few (or too many) departments, you may want to edit the departments that you’re a part of.  You may have to speak to your manager or network admin to make the changes.
  • Objectives you’re participating in as a stakeholder
  • Objectives you’re participating in as a follower
    • Following objectives is a great way to view objectives that you are interested in. To add objectives to this card, go to an objective detail page and add yourself as a “follower” to that objective.
  • Your manager’s objectives
  • Your reports’ objectives

For organizations

  • In the quick summary cards, you’ll see all the department objectives listed in a card for each department.

For departments

  • The quick summary cards will show the sub-department objectives and cards for each individual in the marketing department.

Cards:

Not seeing all the objectives?  Hover your mouse over the objectives and scroll up with your mouse or trackpad to see additional objectives.

7Geese Home

7Geese Home provides a snapshot of things that need your attention in 7Geese.  You’ll get reminders of action items based on your objectives, recognitions, 1-on-1s, and feedback.

What you’ll see on 7Geese home:

Get a quick summary so that you can keep on top of your progress towards completing a successful quarter.

You will also get a quick summary of things that need your attention:  objectives that need a check-in, upcoming 1-on-1s, Feedback requests and recent Recognitions.

You will also be able to take action on the items that need your attention right from the Home page.  If an action isn’t required, you can easily dismiss each card so they will no longer appear on your Home page.