The purpose of Objectives and Key Results (OKRs) is for the whole organization to align around a key set of objectives in order to be focused and transparent. When creating an objective, it’s quite simple to find and align your objective to a higher level one.
To create an objective, click on the ‘New objective’ button from the homepage, or any of the Objectives feature pages.
Step 1: align to a higher level objective (optional)
Find the objective you or your team can contribute to. Click on the ‘Select a parent objective button’.
A side panel will open up, giving you several ways to align your objective. Let’s take a look at each closer.
The first tab to open up in the side panel will include objectives that are from your Manager, department(s), and the organization objectives.
The second tab is where you can find all objectives that have been created so far in your network. You can search for objectives by the name of the objective or the owner of the objective. You can also expand the tree of objectives to find a specific one to align to.
Continue Objective Creation Process
After aligning your objective to a parent objective, complete steps 2- 6.
Step 2: Set an objective name
Step 3: Configure your objective settings (optional)
Step 4: Define Key Results
Step 5: Add a custom check-in reminder email (optional)
Step 6: Save your objective
Existing Objective: Aligning to a Parent
The best way to edit an existing objective is to navigate to Objectives > Overview (https://app.7geese.com/objectives/me).
Click on the name of the specific Objective you want to edit to get to its detail page.
Objective Detail Page
On the detail page of the objective, click 'Edit' in the Aligned Objectives area.
If you have no aligned objectives, you can also click on the 'Align this objective' link.
Click '+ Parent Objective' and select 'Choose Objective' to find an existing objective to align to. It's also possible at this point to create a new objective that will be the parent by clicking 'New Objective'.
Use the filters such as 'Owner', 'Due Date' and 'Objective Type' to narrow down the search for the objective desired. Click on the name of the objective, and the background will turn blue. Now click 'Save Selection'.
You have now successfully selected a parent objective to align to. Click the red trash can to remove this alignment (note, this will not delete any objective), or click Edit to exit editing mode if you are done.