A key pillar in the 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 I 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:
My Development tab
Teams & People tab
Here you can navigate the organization's goals on different levels:
All
Company
Group
Individual
Direct reports (if applicable)
Goals
Once you have the desired view, you can filter by:
Status
Type
Contributor
Group
Deadline
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 I update the 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 I update the 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 is dependent on the Key Results, hence cannot be altered, and will show an average of the 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.
Are there Goals Reporting?
You can also download an Excel sheet that gives you some reporting information regarding the Goal. You can find this in My Development > Conversations > next to the filter icon on 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
What is the Activity Log?
The Activity Log lets you view who has changed or updated anything in the Goal and when. You can see this via the My Development space or the Teams & People 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.
In case of any questions or concerns, please feel free to reach out to the eloomi support team via the eloomi Support Hub.