Lesson 1: Drafting Objectives
Lesson 2: Organizing the Scorecard
- Section 1: Introducing the Scorecard
- S.M.A.R.T. Objectives, Goal Alignment & Role Assignment
- Section 2: Certifying Objectives as S.M.A.R.T. & The Quality Page
- Section 3: Balancing Priorities, Priority Categories, & Priority Guidelines
- Scorecard Wizard: Priorities
- Section 4: Aligning Objectives to Goals
- Section 5: Assigning Roles
Lesson 3: Completing Setup Phase
- Section 1: Introducting Setup-Do-Review
- Setup Phase, Do Phase, Review Phase & Timeline
- Section 2: Objectives Page
- Actions Menus, Filter by Priority, Delete Objective
- Section 3: OKRs & Three ways to access Objective Page
- The Objective Page
- Section 4: Working with Multiple Scorecards
- Linked Objectives
- Section 5: Finishing Setup
Lesson 4: Playing the Scorecard Game
- Section 1: Welcome to Do Phase
- Scoring: Actual vs Forecast, Team Scores, Showing Progress
- Success Zone & Scoring
- Section 2: Updating Work Progress, Status & Discuss Flags
- Discuss Flags & Using Filters
- Section 3: Quick Navigation, Progress Widget, Notes
- Section 4: Managing Changes to Your Plan
- Defer Objectives & Adding Unplanned Objectives
- Section 5: Sprinting to the Success Zone
Lesson 5: Evaluating Team Results
Defer Objectives & Adding Unplanned Objectives
So that’s how we handle existing objectives when circumstances change, but what about new objectives altogether?
Well, if new requirements arise, the team should decide whether this new objective can be deferred to the next period – where it can accumulate points as a planned scorecard objective – or if it should be added as an unplanned objective. This decision is very important and should not be taken lightly.
While it may be tempting to add an unplanned objective, doing so takes away resources from existing objectives, and will not earn the team any additional points. We covered the details of unplanned objectives in the overview course, so if you need a refresher, you can find it there.
But okay, let’s say you met with the team and you agreed that yes, you do need to add an unplanned objective for this urgent new requirement. To do so, navigate to the scorecard, and in the upper left corner, click “add-standard objective.” Enter the objective text in the popup window, then click “save and edit.”
You will be redirected to the objective definition page where you can fill in all the displayed fields for this new objective. Under “priority,” click “U. Unplanned” and hit “finish.” Your new unplanned objective has been added.
Creating an unplanned objective will trigger a notification in the system, which will alert the scorecard owner that a new unplanned objective has been added. There are many forms of notifications in MyObjectives and we will get to those in later lessons.
If you’re still hung up on why unplanned objectives are worth zero points, here are a few helpful tips. The most important concept with unplanned objectives being worth zero points is that it encourages team discussion.
By thinking critically about the new work before adding an objective around it, the team must creatively determine what the best course of action is for the objective. Can it be deferred to next period? Can part of the new work be done this period, like say the setup of the objective, instead of the entire objective?
Questions like these, help discourage teams from adding work that could reasonably be delayed until the next period, so that they can focus their remaining time and resources on completing planned objectives.
Lastly, it helps teams anticipate and plan for the unexpected, by taking a critical approach to workload management.