Who can create Objectives
Personal objectives can be created by anyone
Departmental objectives can be set by Admins to be created by:
Anyone
Admins and Managers only
Admins only
Organizational objectives can be created only by Admins.
Who can see/view objectives?
By default, objectives set up 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.
Privacy Options: Organization Objectives & Personal Objectives
Both Organizational and Personal objectives have the same two privacy options:
Public - all coworkers can see your objective, check-ins, and objective related changes
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 with content access they are able to see objective related changes
Privacy Options: Department Objectives
Department objectives have a total of four privacy options:
Public - all coworkers can see your objective, check-ins, and objective related changes
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 with content access they are able to see objective related changes
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
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:
Reporting managers up your reporting tree will ALWAYS have access to your objectives
Administrators of your network have visibility into participants/departments/sub-departments only objectives depending on their content visibility settings.
By setting the objective privacy to Participants Only, only your direct reporting tree (those to whom you report 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 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 its sub-departments. With your department hierarchy established, you can easily keep certain objectives private within the groups that need access.
What can Owners, Stakeholders and Followers do in Objectives?
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, or is helping you provide updates on the progress of the objective, you can assign them as a stakeholder. They will receive updates, can check-in for you, and, if the privacy is set to private, has full visibility over it.
Follower: For someone who wants to receive updates on the progress of the objective.
With each participant level comes a sub-set of permissions related to the objective.
Objective owner
This is who is accountable to achieve the objective. Owners 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)
Change labels and (if applicable) departments of 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. Stakeholders 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 results
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)
Can check-in on objective progress
Change labels and (if applicable) departments of 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)
Objective follower
Similar to a stakeholder, followers can monitor an objective even if it is set to private. They will receive updates on the objective. Followers can:
Share a message on the objective feed
Duplicate the objective
Note: Administrators on the platform have access to super-user objective edits and progress updates regardless if they join as part of an objective. Only administrators with content visibility settings have this ability.