From now on you will have 4 levels from bottom to top:
Activities —> Individual objectives —> Departmental objectives (NEW!) —> Company strategies —> Vision
First things first: of course your company has a vision, so why not share it with all your employees? You can easily add it in vision tab and it'll be visible to all your colleagues:
Let's take a closer look at strategies.
In the left card you can see Overall company progress counted automatically based on strategies. The central table displays progress according to adjusted filters. They show same numbers if there's nothing chosen:
Next you will find a strategies table:
You now have 4 pre-defined strategy categories:
- Financial: encourages the identification of a few relevant high-level financial measures. In particular, designers were encouraged to choose measures that helped inform the answer to the question "How do we look to shareholders?" Examples: cash flow, sales growth, operating income, return on equity.
- Marketing/Customer: encourages the identification of measures that answer the question "What is important to our customers and stakeholders?" Examples: percent of sales from new products, on time delivery, share of important customers’ purchases, ranking by important customers.
- Operational/Internal: encourages the identification of measures that answer the question "What must we excel at?"Examples: cycle time, unit cost, yield, new product introductions.
- People: views organizational performance through the lenses of human capital, infrastructure, technology, culture and other capacities that are key to breakthrough performance.
It is also possible to add your own in Company settings - Alignment:
To create a new strategy click PLUS button at the right corner at the bottom:
Mind the deadline as it is one of the important factors influencing the overall result!
Departmental objectives can be assigned to 1 person ( Department manager) or several people at once so that they can work on it collaboratively.
One objective can even be assigned to several departments and two different teams can achieve a common goal together!
Individual objectives progress can be tracked manually only if there are no activities connected to it.
If an objective has connected Activities, the progress is counted based on Activities progress, So you should always tracked the lowest level.
Activities are ment to be mostly as a simple actionable TO-DOs and they must be connected to objective. This is the lowest level where you track the progress and based on it the higher levels are counted automatically.
How do we track progress and what happens if you don't do it?
At this graf you can see how actually the status is distinguished. We divide time until deadline and progress into 3 parts. Depending on the block you are in - you get a particular status. For example, It's already been more than 1/3 of the time behind since the start date and you've only completed less than 33% of the task - you are AT RISK (yellow zone.)
Here's what happens if you DO track progress on time and if you don't: