A key pillar in OKR framework is that everyone in the organization has visibility into the overall goals and can see how they individually and in teams contribute to the company’s success.
This article will show you how you can always track and update the OKR's in the eloomi platform.
How do you track Objectives and Key Results
To track Objectives and Key Results you must navigate to the Goals & Objectives area in your platform. You can find that via the:
For You space
Manager space
Here you can navigate through the organization's goals on different levels, All, Company, Group, Individual, Direct reports (if applicable) and Your Goals.
Once you have the desired view, you can filter by status, type, contributor, group, deadline and alignment.
This way you can quickly get an overview or search for a specific Objective or Key Result.
By clicking an Objective you'll find:
Goal Type
Goal Title and/or Description
Clock Icon/Deadline reminder
Status of the Objective - This is manually changed and tracked. This is essentially a way for Managers to keep track of Objectives to see what is on track, behind, or off track.
Completion % for the Objective
The Key Results - The steps within the Key Objectives are manually changed as well. Once a task is completed, or being worked on, you can change the value to anywhere from 0% - 100% completed.
How do you update status of an Objective or a Key Result
To keep track of whether Objectives and Key Results are on track, behind, or off track, you find a status icon to the right of each entity.
By clicking this tag, you can manually update the status of an Objective or a Key Result.
How do you update progress of a Key Result
Key Results are quantifiable and measurable and you can quickly update the progress of the specific Key Results by clicking the status bare below the headline.
The values entered will also affect the status of the overall Objective. The progress bar of the Objectives are dependent on the Key Results, hence cannot be altered, and will show an average of progress of the Key Results related.
Review Goals in the Conversations Agenda
You can also review the individual and personal goals in the Conversation agenda. This way you can always stay focussed on the Objectives and Key Results and keep them updated.
Reporting
You are also able to download an Excel sheet that gives you some reporting information regarding the Goal. You can find this in For You > Conversations > next to the filter icon in the Goals page.
Clicking it will download an Excel file that will provide an Objectives Report. In the report you can expect to see a lot of data points, here are a few examples:
Title
Type
Description
Start Date
Due Date
Progress Value
Progress Status
Activity Log
You can also view who has changed or update anything in the Goal and when. You can see this via the For You space or the Manager space > Finding the Goal > And clicking it
Once the menu opens, click Edit. From here, scroll down and you will see the activity log:
The Activity Log will show all of the recent activity on the Goal.