Goals and OKRs in Officevibe

Science has proven that effective goal-setting requires Managers to frame specific, measurable, actionable, relevant, and timebound Goals for their teams.

With our Goals tool built for OKRs, we’re giving executive managers the ability to set organizational goals to align and empower the entire company.

OKRs (Objectives and Key Results) is a goal-setting methodology that focuses on outcomes, empowering teams so they can figure out how to make the business successful.  

Monitoring objectives and key results alongside engagement data, member feedback, and more lets you and your entire company know what you need to do to reach your goals beyond just hitting key results. 

Individual member performance goals can then build and align with the goals of the team and, ultimately, the organization's goals. Creating this alignment drives the overall performance of a workforce and gets everyone working towards a shared vision.

 

Here are some tips when defining goals: 

  • Take a collaborative approach to drive member accountability.
  • Incorporate team members’ strengths into their goals.
  • Aim for a good balance between challenge and attainability.
  • Equip members with the resources they’ll need to achieve their goals.
  • Ongoing coaching and feedback in 1-on-1s are essential to members' success.
  • Track, evaluate, and adjust goals with members regularly.

Organization Goals

Organization goals are visible to everyone in the account; members can even link their individual goals to them for more accountability and tracking. So, what can you do with Organization Goals? 

  • Assign an Owner!
  • Set a timeline for accountability and tracking.
  • List the relevant Key Results, which will help you measure the outcomes required for your goal. 
  • Link them to other goals to align multiple goals at once.
  • Link teams who should be directly responsible for aligning with the Goal.

A sense of individual and collective accountability helps members stay motivated and continue hitting their targets. As a manager, setting clear expectations and aligning your team on shared goals is the key to success. Everyone shares a common understanding, which helps each team member know what they’re accountable for.

With the right approach, holding members accountable becomes less about highlighting shortcomings or placing blame and more about instilling a sense of clarity, spurring proactivity, and ultimately driving performance.

 

How to set up an Organization Goal?

To set Organization level Goals, you'll need to have Executive Manager access. On your home page, go to the Goals section from the left-hand side, click "New Goal," and then 'Organization Goal.' 

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From here, you will give your goal a title, and a description, assign an owner and set a timeline for which you would like to achieve this goal. 

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Next, you will define the OKRs to measure the outcomes required to reach your goal! You can define the Key Results by choosing a numeric goal, a percentage goal, or a yes/no completion. 

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Lastly, you'll want to align your goal by choosing a 'parent goal,' if applicable, and assigning one or more teams who will be directly responsible for achieving the goal. When you assign a team to the goal, the manager of that team will be notified so they can create sub-goals to align with it. 

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Once everything is defined, you can click on publish, making your goal visible, trackable, and linkable for all organization members! Voila! 

 

Team Goals

Team goals are visible to all team members, and members can link their individual goals to them. Both Executive Managers and Team Managers can set up team-level goals. So, What can you do with Team Goals? Everything that you can do with Organisation Goals, including Key Results!  

 

How to set up Team Goals

For Executive Managers, go to the Goals section from the left-hand side, click "New Goal," and then 'Team Goal.' Team Managers will go to the Goals section from the left-hand side and click "New Team Goal" 

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From here, you will give your goal a title, and a description, assign a team to it, assign an owner, and set a timeline for which you would like to achieve this goal. 

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Next, you will define the Key Results to measure the outcomes required to reach your goal! You can define the Key Results by choosing a numeric goal, a percentage goal, or a yes/no completion. 

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Lastly, you'll want to align your goal by choosing a 'parent goal,' if applicable, and assigning one or more teams who will be directly responsible for achieving the goal. When you assign a team to the goal, the manager of that team will be notified so they can create sub-goals to align with it. 

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Once everything is defined, you can click on publish, making your goal visible, trackable, and linkable for all team members! Voilà!  

Note: Team Goals will be visible to all members of the team. This will increase the quality of your 1:1s by clarifying expectations and promoting discussions that focus on coaching and development. 
Read more about 1-on-1s here

 

Managing your goals

When you click into the Goals tab from the left-hand menu, you will see a list of all the goals for all of the teams you have access to - This is the 'All Teams' view. You can easily filter and sort the page to view exactly what you want to see - By team, status, end date, or name. 

In the first drop-down, you can filter out the goals by Organization or a specific team. This will allow up to see all goals related to an individual team - Executive Managers can see all team goals, while Team Managers will only see the goals for the teams they have access to and Organization Goals. 

The second drop-down allows you to filter out the goals by status: 

  • On track 
  • Completed 
  • Delayed 
  • At-risk
  • Abandoned 
  • Archived

Lastly, you can choose to sort the goals by the target end date or by name. 

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You can choose to view Goals and OKRs in list-form or Treeview. List provides your Goals listed in your account or Treeview, to have a full hierarchical view of all OKRs within the organization. 

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There are layers to the Treeview, which provide visibility as a key component of the OKR framework and an easy-to-use way to navigate through your goals.

Click on the arrows on the side of your Goal to open the next layer. 

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How to set up Individual Goals?

When your members are ready to set their own individual goals, they can go to their homepage and click on Goals from the left-hand side. For all the details, we cover the Individual goal creation process in our member article, Create and maintain goals as a Team Member.

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To set Individual Goals for (or with) your team members, you'll need to select the desired Team Member on the left-hand side of your profile, then click on the Goals tab and + New Goal.

 

Note: We recommend collaborating with your team member to create individual goals. 

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Officevibe provides a step-by-step guide on defining the Individual SMART goals and allows members to link their individual goals to Team or Organization goals to stay aligned. 

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Note: You can go back to a goal any time to add more precision and edit the progress.

 

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Note: Individual Goals are only visible to managers and the members that created them. Other members cannot see someone else's individual goals. 

Taking a collaborative approach to goal setting will help you leverage your team members’ strengths and inspire a sense of personal commitment and accountability from members. We’re here to help develop clear, actionable goals that motivate individuals and contribute to team objectives.

This is why members are also encouraged to set their own individual goals in-app. Setting individual goals is about finding the connection between a team member’s professional development ambitions and the company’s bottom line. When this is achieved, it nurtures a sense of purpose for members, who feel that their role contributes to something bigger than themselves.

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