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Create an objective

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Courtney Yazzie
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To create an objective: 

("I am not using the new Group Types feature"- meaning you use the 'Manage departments' page. If these steps do not match what you see in your account, please scroll to the next section of this article.)

1. Click on the 'Objectives' tab in your top navigation bar.

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2. Click on the 'Create a new objective' button.

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3. Fill out all fields. Create key results to measure your objective. Advanced key results can be measured in percentage, dollar, number, or completed/not completed.

For additional currency values, click '...', 'Other currency', and use the drop down to choose the currency that applies.

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4. Add your privacy settings; Public, 15Five permissions, or Private. For more information on these settings, see this article.

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5. Finish your objective by clicking the 'Create objective' button.

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NOTE ✏️ : If you are an administrator you can create objectives for anyone in your company. If you are a Reviewer, you can only create objectives for your direct reports. If you are a reporter, you can only create objectives for yourself.

Guide 📖: Objective and Key Results (OKR)

Guide 📖: How To Launch, Track, and Achieve Your Objectives and Key Results

Video 🎥: Create an objective

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To create an objective:

("I am using the new Group Types feature"- meaning you are creating group types and groups from your 'Manage groups' page.)

1. Click on the 'Objectives' tab in your top navigation bar.

Screen_Shot_2018-08-16_at_1.39.29_PM.png

2. Click on the 'Create a new objective' button.

Screen_Shot_2018-08-16_at_1.39.46_PM.png

3. Name your objective.

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4. Choose who the owner of the objective should be. Admin can make anyone the owner. Reviewers can make their immediate direct reports the owner, as well as themselves. Reporters can only make themselves the owner.

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5. Decide who the objective is for: A Person, A Group, Whole Company

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6. Select the type of objective you are trying to create based on who the objective is for. 

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If you are creating a group objective, choose the group that the objective is for.

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7. If aligned objectives is enabled for your company, you will see the option to align this objective with a parent objective.

Screen_Shot_2019-11-12_at_2.14.25_PM.png

8. Create key results to measure your objective. Key results can be measured in percentage, dollar, number, or completed/not completed.

Screen_Shot_2019-11-11_at_3.59.43_PM.png

For additional currency values, click '...', 'Other currency', and use the drop down to choose the currency that applies.

NOTE ✏️: Make sure to give your key results a title or else your objective will not save. 

9. Add your privacy settings; Public, 15Five permissions, or Specific people (you + your manager always, and anyone else you choose to include). For more information on these settings, see this article.

Screen_Shot_2018-07-02_at_5.59.57_PM.png

10. Finish your objective by clicking the 'Create objective' button.

Screen_Shot_2018-08-16_at_1.43.41_PM.png

NOTE ✏️ : If you are an administrator you can create objectives for anyone in your company. If you are a Reviewer, you can only create objectives for your immediate direct reports and yourself. If you are a reporter, you can only create objectives for yourself.

Guide 📖: Objective and Key Results (OKR)

Guide 📖: How To Launch, Track, and Achieve Your Objectives and Key Results

Video 🎥: Create an objective

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Measurement options for key results

You can adjust your key results to be in a percentage, revenue-based format, or another metric number that your team tracks. Make sure to 'Show advanced options' in order to use these metrics.

NOTE ✏️: All key results contribute equally to the overall completion of the objective. If the objective also has child objectives, the child objectives and key results will each contribute equally. For example: if an objective has three key results, each key result will contribute 33% towards the objective completion. If an objective has three key results and two child objectives, each item will contribute 20% towards the objective completion.

To update any details of a key result after it has been saved, see this article.

Science 🔬: Get scientific about Objectives!

Success Center article 🗒: Measure Objectives metrics and targets

 

 

 

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