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Create an objective

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Courtney Yazzie
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To create an objective: 

TIP 💡: For steps on how to bulk import objectives, see 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. Name your objective.

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4. Choose who the owner of the objective should be. The people included in this drop-down menu will vary based on your company's permissions for Objectives. 

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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.

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

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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.

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10. You may see a question titled 'Who can update and edit this objective?'. This option, if enabled, allows you to add groups or people as editors for the objective. Adding people in this section will allow the selected people and/or groups to edit, manage, update, and delete your objective. Use cases for this option: team objectives being worked on by a group, objectives being worked on cross collaterally, objectives managed by two teammates. 

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NOTE ✏️: Objectives that you have been given access to edit will not appear on your 15Five. You will not receive a notification that you have been added as an editor. The objectives you are able to edit will need to be accessed through the 'All objectives' page. The same goes for giving access to other people/groups.

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

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NOTE ✏️ : If you are an account admin, you can set permissions for the Objectives feature here, including who can create company-wide objective, who can create/edit/manage objectives, and much more.

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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