This guide highlights functionality for key features within the platform related to OKRs.

Objectives Overview Page

The Objectives Overview page is a 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
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  • Use the quick links at the top of the page to navigate to other objectives related areas in 7Geese:  Quick Check-in, Objective Explorer, and Alignment

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

Objectives section

  • For individuals

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  • 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:

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    • 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 the 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 on the objectives page will show a summary of all the department’s objectives.

Legend for objective status dots

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People table

The people table will look different depending on the context chosen for the overview page.

Individual view:

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  • 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 view:

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

Organization view:

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  • 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 the context of that department.

Department view:

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

Quick summaries

Individuals

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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.

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.

Creating OKRs in-app

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

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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 success predictions. You can also customize how you'd like to track each key result by selecting the target 100% option.

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    • Set the objective type: The default for new objectives is personal objective, you can create department or organization objectives based on your role and permissions set up by the platform admin.
    • Define participants: You are auto-assigned as the owner to the objective. Add additional owners by selecting a blank space next to your new and searching for a team member.
    • 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 or quarter.
    • 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

individual-objective.png 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.png 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.

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

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-ins, 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 with content access 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 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 it’s sub-departments. With your department hierarchy established, you can easily keep certain objectives private within the groups that need access.

Objective participants and 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. 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)
  • 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.

  • 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.

  • 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.

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 context changer on the Objective Overview or 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 Overview or Explorer will solve this!

Department tags can only be added to objectives created at the 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.

Objective labels (categorization)

To get started adding labels to objectives, head over to the objective detail page. The label section will appear along the top. A list of labels already used by others, or those pre-loaded by your network administrator will appear.

To filter and see other objectives that are also using the same label, head over to the objective explorer via the objectives tab on the navigation bar.

For the example used above, you can now see all the committed to labels appear to the right of the objective since we have chosen to filter by the 'committed' label.

Managing labels as an administrator

As a platform administrator, you can manage labels by heading to Organization Settings > Objectives > Labels. Here, you can create pre-populated labels for your team to select from as well as manage those created by others.

Aligning objectives 

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.

Aligned Objective Weighting

By default all aligned objectives get assigned a "normal" weighting represented numerically by the #3.

Here's an example of an aligned objective with child objectives that have a weighting of 3, normal:

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Administrators have the option of setting a default weighting of 0 for all new objectives. This means when new objectives are created, instead of "normal" or 3, they'll be set to have no effect on their parent objectives.

This won't impact the weighting of existing objectives. The weighting of child objectives can be changed at any time to have roll-up progress.

You can change the default settings by going to Organization Settings > Objectives.

Adding parent or child objectives to existing objectives

Use the Aligned Objectives widget on the left side of the objective detail page beside the objectives key results and progress bar. To enter edit mode select the gear settings icon next to the title. In edit mode you can add both children (aligning an objective under your objective) and parent objectives (aligning your objective under another objective)

You'll have the option of selecting existing objectives or creating new objectives.

Key result and child objective weighting

Every objective should have 1-3 key results, or how you plan on accomplishing your objective.

They may also have aligned child objectives and/or corresponding key results that have different amounts of impact on the overall progress of your objective. Each key result and child objective has an associated weight that controls it's relative influence on your overall objective/aligned objective progress.

How key result weighting works

Key results can be weighted on the following scale:

  • No effect (0)
  • Lowest (1)
  • Low (2)
  • Normal (3)
  • High (4)
  • Highest (5)

The weights above work on a relative scale. 7Geese takes the weighted average of the key results progress in order to determine the overall progress of the objective.

Progress of an objective is taken by summing the progress of all key results associated with it and dividing it by the number of key results. Generally, the calculation looks like the following:

(KR1 progress + KR2 progress + … + KR(n) progress) / (number of key results)

Let’s look at an example to see how this works. If there is an objective with 3 key results, progress will be calculated as follows:

(KR1 progress + KR2 progress + KR progress 3) / 3

With weighted averaging, we multiply the weights to each of the key results’ progress. Using the weighting scale and our example above, let’s say the key results are weighted as follows:

  • KR1 - Normal (3)
  • KR2 - Highest (5)
  • KR3 - Lowest (1)

The progress calculation then becomes the following:

(3 x KR1 progress + 5 x KR2 progress + 1 x KR3 progress) / (3 + 5 + 1)

This means that KR2 will have the highest impact on the overall average progress of the objective.

If all key results had the same weight applied, they would all have the same impact on the overall objective progress.

How to change the weight of a key result:

  1. Navigate to your objective from either the home page, the objective explorer, or your account page.
  2. Hover over the key result you want to change and select edit from the dropdown dialogue box at the right of the objective.
  3. Weight will be a dropdown menu to the right of the start and target value sections.
    • To stop the key result from affecting progress at all, select 0.
    • To decrease the influence of the key result on overall objective progress, select 1 (least) or 2 (less).
    • To increase the influence of the key result on overall objective progress, select 4 (more) or 5 (most).
  4. Be sure to save! Your objective's progress will automatically recalculate based on your changes.

How child objectives weighting works

Child objectives also have an impact on how the overall progress of the parent objective gets calculated. Generally, when child objectives are included in the parent objective, the calculation is as follows:

(KR1 progress + KR(n) progress + CO1 progress + CO(n) progress) / (number of COs + number of KRs)

Let’s expand our initial example to include an objective that has 3 key results and one child objective:

  • KR1
  • KR2
  • KR3
  • CO1

The overall progress of the objective is calculated by:

(KR1 progress + KR2 progress + KR3 progress + CO1 progress) / (3 + 1)

With child objectives, the same weight scale can be applied. Once again, let’s expand our initial example and include the child objective:

  • KR1 - Normal (3)
  • KR2 - Highest (5)
  • KR3 - Lowest (1)
  • CO1 - High (4)

The progress calculation then becomes the following:

(3 x KR1 progress + 5 x KR2 progress + 1 x KR3 progress + 4 x CO1 progress) / (3 + 5 + 1 +4)

This means that KR2 will still have the highest impact on the overall average progress of the objective.

If all key results and child objectives had the same weight applied, they would all have the same impact on the overall objective progress.

How to change the weight of a child objective:

The same steps as setting the weight for key results can be repeated for adjusting the impact of aligned child objectives to your parent objective.

Progress updates

Check-ins and key result updates

Check-ins encourage sharing with your team members the actions you have taken and the progress you have achieved towards your objectives, updating stakeholders along the way.

Checking into your objectives keeps you and others up-to-date with how you're staying aligned with time-bound organization success. This will increase transparency and visibility in your organization and help document achievements in real-time.

When completing work that is related to an objective, you can check-in to track your accomplishment, update any team members that might be a stakeholder or participant in the same project, and share with your team how your contributions are helping organizational success.

  • Progress is measured on 7Geese through Check-ins on the measurable key results associated with an objective.
  • To begin, you can access check-ins via the objective detail page, or, from the home page you can simply hover over the appropriate objective and a check-in button will appear along the right side.
  • Select the check-in icon above the progress bar (via the objective detail page) to get started.
  • When checking in you will be able to update the percentage complete of your key result as well as add detailed comments about the progress in your own words. This will cause the progress bar and all aligned objective to update accordingly based on the weighted measure of each key result you're updating.
  • Objectives marked as complete through status assessments will no longer be able to be updated.
  • Be sure to save your check-in!

 Tip! If other team members helped with the progression of the OKR you're checking into, you can tag them during your check-in using the @ symbol or add them as an owner/stakeholder.

  • After the check-in, you are able to see the updated results appear under each key result, as well as the indicated weight or importance set for each key result. The weight will determine how much progress from that individual key result will influence the objective progress. Higher weighted key results will impact the objective progress greater when a check-in occurs.

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Your Check-in will be shared with your coworkers on the home page feed, as well as in the individual objective feed.

You can also choose to be reminded to check-in on a day of your choosing by selecting the reminder tip next to the check in button!

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Be more efficient with check-ins! You can also check out our 7Geese for Google Chrome Extension. It allows you to check-in to your objectives right on your browser without having to log into the 7Geese platform.

Status updates will appear next to each objective throughout 7Geese, and the check-in details associated with the assessment update will appear in the newsfeed of the particular objective updated.

How often should I be checking in?

We recommend a check-in on a regular basis for each objective you have ownership over to track and document your achievements and see how your progress is impacting your team members.

The more check-ins you document, the more visual it becomes on how each members success is impacting organizational growth. With these factors in mind, we recommend setting a weekly cadence check-in. This frequency will help ensure you don't forget about the little things that you've accomplished, but won't cause a distraction when you're hustling!

Checking in to multiple objectives

If you need to update multiple objectives, save yourself some time by using the Quick Check-in page.  The Quick Check-in Page displays all of your owned objectives so that you can update them all at once.  It also displays the last check-in information for each objective so you have a point of reference for how you have been progressing.

To get to the Quick Check-in page navigate to the Objective Overview page by clicking on Objectives in the navigation bar. You’ll see a button for the Quick Check-in in the secondary navigation:

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Check-in by adding comments or a description about your progress and/or updating the metric of your key result.  When you click check-in to update the text-box will collapse.  You can now move on to update your next objective without having to go into another screen.

As each objective gets updated here, the Feed page and individual objective feeds will be updated as well.

If you only have to update 3 of your 4 objectives you are welcome to do so! You will not have to update every objective on this page - update as many as you need to.

Closing Objectives

The end of each quarter is a great opportunity to review your accomplishments, check-in one last time to your objectives, and assess whether or not your OKRs were met. On the details page of every objective is the ability to Close Objective and provide one last detailed objective assessment.

Head to the detail page of the objective you would like to update. On the top right, select the close objective icon

Provide a final assessment that reflects on your progress and what happened throughout the quarter. Closing the objective and adding the final reflection is great for long-term reflection quarter over quarter to assess your objectives as you move forward with OKRs.

Closing an objective will lock the objective and archive it. It will no longer show in your homepage objectives view, but will be available in your performance summary under your profile and throughout the objective explorer when you're searching with previous due dates.

It's best not to delete an objective. If you delete them, you'll never be able to go back and see the progress, roadblocks, best practices, or learnings from that particular snapshot in time.

The Objective Explorer

The Objective Explorer is an excellent way to visualize how objectives cascade throughout an organization. Company leaders can gain insight into how well employees are aligned with company objectives, and employees can gain transparency on how their personal career development is impacting the well-being of the organization.

Customized reports provide valuable insight and overview on company growth, such as which objectives across the company are off-track or past-due, or those that have been completed in advance and could be stretched to higher expectations.

To get started, browse through the various filters on the left-hand side. Watch your live data results appear on the right. As your results load, you may see a drop down icon beside an objective. Click on the arrow to show child objectives that are aligned with it. With the Objective Explorer filters, it is easy to gain insight into cycled organizational health. Using different filter combinations creates visibility of alignment from top to bottom, creating personalized reports that help with visibility of time-sensitive results.

If you’d like to save your search parameters for later use, you can also add a bookmark. Select the Bookmarks dropdown and click 'Save current filters as bookmark…’, name your filter, and save for next time.

Please contact support@7geese.com for further questions or if you believe something is missing, misrepresented, or outdated. 

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