What is Objective Alignment?
Simply put, Objective Alignment allows Objectives to connect to a "Parent Objective" and contribute to the goal.
For example, if the Goal is set to be "Sales Team must make 100 Sales by the end of October", you can use this feature to assign child Objectives to contribute towards the parent Objective. So using this knowledge, you would be able to set up child Objectives such as, "US Sales Team must make 70 sales by end of October" and another one "UK Sales Team must make 30 sales by end of October".
The main Objective is now supported by two child Objectives. Once one of them is completed, the main Objective will be considered 50% completed, as one of the two Objectives has been completed.
How do I enable Objective Alignment?
You can enable Objective Alignment inside the same area for Goals & Objectives. First you must navigate to Admin > Settings > Goals
Once the Goals & Objectives feature is enabled, you will see the option for Objective Alignment. Turning this on will enable the feature across the whole platform.
Keep in mind that in order to enable Objective Alignment, Goals & Objectives must be enabled first.
How to use Objective Alignment
First, you must navigate to the Objectives page, once there you will see this page below:
Regardless of how you access Goals & Objectives, you can filter and see the different Goals of the company as a whole. You can filter by selecting "Explore all Goals" and then "Filter".
If you already have Goals here, you can click any of them to edit, otherwise, click new objective.
Once you do so, you will see the option to "Add parent", Clicking this will bring up all the other objectives that you have access to in the platform.
Selecting the Objective you would like to contribute towards will bring up another page that will look like this:
Here you can see a preview of the Parent Objective, and the Alignment settings. By clicking the toggle you will opt-in to contribute to progress. Once that is on, you can click "Add parent", Doing so will then add the selected Objective as the Parent Objective.
You can then scroll down and save changes. Once it is saved, the parent Objective will be fully linked and you can start to contribute towards the main Objective!
If you have any questions or concerns, please feel free to reach out to us via The Support Hub