| OKR | Objectives and Key Results (OKR) is the underlying framework supported by Appogee Goals. It is for defining and tracking objectives (Goals) and their outcomes. The Objective is the clearly-defined goal, while the Key Results are the specific benchmarks to ensure the achievement of that goal is "measurable and verifiable". The OKR framework aims to define the company and team Objectives along with linked and measurable Key Results to provide a critical thinking framework and ongoing discipline that seeks to ensure employees work together, focusing their efforts to make measurable contributions. |
| Objective | An Objective is what you want to achieve. It should be short, easy to understand and easily memorable. They shouldn't include metrics or numbers as these will be covered within the Key Results. |
| Key Result | Key Results are how you determine if you have achieved your Goal and potentially your progress towards its completion. There are usually up to 5 Key Results for any given Objective, each of which should include metrics and timescales that clarify what it means to achieve your Goal. Key Results do not describe how a Goal is to be achieved. |
| Goal | Within Appogee Goals, all Objectives are referred to as Goals. |
| Company Goal | Company Goals may stand alone or may align with other Company Goals. The visibility of a Company Goal will be the same for all staff unless restrictive visibility is set up in the Goal permission screen. |
| Team Goal | Team Goals will align with Company Goals but they may also align with other Team Goals. All members of the Team will share the Team Goals unless restrictive visibility is set up in the Goal permission screens. |
| Personal Goal | Personal Goals will often align with a Team but they may also align with another Personal Goal. Personal Goals may have assigned Collaborators who share the Key Results associated with the Goal. |
| Goal Alignment | Alignment is a view available from My Goals and All Goals and shows how the various Goals align with each other. The alignment view shows how Goals align with those of their colleagues. Goals do not cascade through an organisation, but rather they should align with another Goal so they collectively support each other. |
| Shout-out | A Shout-out is feedback provided to an employee. Who can provide a Shout-out on a Goal is configured as part of the Goal permissions. Shout-outs are useful when reviewing employee performance but do not directly impact Progress on either a Key Result or a Goal. |
| Check-in | Provide a status update of a Goal by submitting a Check-in. Who can provide a Check-in is configured as part of the Goal permissions. |
| Task | Tasks are associated with Goals which define steps to be taken to achieve a Key Result. They are often short-term and temporary in nature. |
| Status | There are two types of Goals Status - Approval and Completion. A Goal will be in an Approval status during the creation of the Goal, these can be any of the following: Draft, Pending Approval, Rejected, Future, Current and Expired. Draft - Goal has been created but not submitted for Approval Pending Approval - Goal has been submitted for Approval and is waiting for Approval from one or more Approvers Rejected - The Goal has been rejected by one or more of the Approvers Future - The Goal has been approved and is awaiting a start date Current - The timeframe for this Goal has started Expired - The timeframe for this Goal has finished Archived - Once expired a Goal can be set to be archived from the Options menu. Archived Goals do not appear in the Goals dashboard, insights or status reports. Goals are automatically archived which have reached their end date PLUS the number of days specified in Process Config as the Auto Archive value. Archived Goals can be unarchived by a user with the Goals Manager role from the Archived Goals page. Any Goals that hold the status of Current, can also have a Completion Status, which can be any of the following: Not Started, On Track, Blocked, At Risk or Achieved. Not Started - No activity has been reported for this Goal On Track - Key Results have been updated appropriately and there is nothing to indicate the Key Results will not be met in their target timeframe. Blocked - The Goal cannot be achieved due to one or more external factors. There will be no further progress reported against this Goal. At Risk - Effort has been expended on this Goal and Key Results updated but it does not appear that one or more Key Results will be achieved at all or within the timeframe allowed. This status should indicate Tasks have been added to improve progress or amend the Key Result metrics. Achieved - The Key Results for this Goal have all been achieved or exceeded. It is unlikely further updates will be made against this Goal although it is possible, in which case consideration should be given to revising the metrics associated with the Key Results. |
| Lock | Goals can no longer be updated (no check-ins or progress changes etc) after the Goal reaches its end date PLUS the number of days specified in Process Config as the Auto-Lock period. After this point, the Goal is said to be Locked. |
| Progress | Progress on each Key Result is shown on the Goals detail screen, and these are collated together to provide a Progress score for the overall Goal. Updates are made to Key Results which change their Progress score. The Status of a Goal is not directly associated with the Progress score for a Goal but is set manually by editing the Status value for the Goal. |
| Timeline | The Timeline that shows on a Goals detail screen lists all updates to a Goal which are listed in chronological order and include all changes to Progress, comment updates and Shout-outs. They can be filtered by type of comment, and with appropriate permissions can show the history of the Goal back through its drafting. |
| Collaborator | Everyone with whom a Goal is shared. |
| Share | The Goal detail screen provides a Share button to control who has what access to a Goal. Available roles are Reader, Editor and Check-in. Owner. Owners are the target for the Personal Goal or the target Team for a Team Goal. They may or may not have Owner or Updater permissions. A Personal Goal can only have one Owner. Note that Company Goals do not have Owners since all members of the Company are the target for the Company Goal. Author: Authors have the highest level of permission on a Goal. Any user with the Goal Manager role automatically has Author access to all Goals. Updater: This allows for any member of the organisation to have the ability to contribute changes to the Progress of a Key Result and amend the Status of a Goal. Commenter: This allows any member of the organisation to be able to add a Comment. Reader: This allows for any member of the organisation to have visibility of this specific Goal. Note that a Goals Config setting can allow all employees to see all Goals which obviates the need to share with other Readers. Only an Author or an Updater can work with Draft Goals |
| Virtual Teams | A Virtual Team comprises members who belong to another team, often to cover project or geographic responsibilities outside their functional reporting line. An employee can only be a member of one Virtual Team. Virtual Teams can be Owners of Team goals in the same way as any other Team. |
| Goals Dashboard | Your Goals Dashboard displays summary information about all Goals personal to you, your Team and the Company. Filter controls allow you to focus on Goals by Time, Type and Status |
