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
The Objective Page
Here we’re viewing the definition section, indicated by the blue highlighting on the left-hand side of the image.
The attributes that define an objective are available in the lower area of the Objective page. The individual attributes are discussed in depth in the Intermediate course.
Next is the Groupings section. By assigning categories, tags and goals to an objective, you add both meaning and context to your objectives. Plus, you give yourself ways to sort and filter your view of your objectives.
The next attribute area is Status information. Here you can review — through scrolling and or filtering — old status information, and add new entries. We will discuss this further in the Do phase.
You also have the ability to add a conversation item, which means you’re having a discussion around this specific objective. Conversations differ from Status entries by their intended audience: Status messages are about the status of the objective and intended for anyone and everyone who has an interest in that status. Conversations are a convenient way for team members working on the objective to keep their messages collected on the objective, rather than having to be searched for in an email inbox.
The roles attributes are in the next section. Just like the Wizard, the four roles in the R.A.C.I. model are available to be viewed and edited. It is sometimes more convenient to be assigning roles while you’re focused on the objective and its attributes.
Next is the quality section where you can review and update any quality content that you would like to. Just as with roles, the content is the same as in the Wizard, so it’s the mindset and focus that’s different when working on the Objective page.
Notes is a section for free-form content, useful in the Do phase as a central place to build content like drafts, or meeting agendas, or pretty much anything else that helps the team by keeping it central to the objective.
Key Results is an essential section for adherents to the OKR methodology made famous by John Doerr and the Google story. Each key result has a lot of information about it, which is why each key result in this section has an Edit link to drill down deep on it. We first looked at Key Results in the Overview course as we discussed the two ways to write an objective. And we’ll look at it again in later coursework.
Links and Attachments are features available to Plus subscribers, and further develop the practice of keeping everything related to the objective handy and in one place.
As you can see, each Objective has a great deal of information available to you — you are free to use as many or as few of these attributes as you need to. As we’ve pointed out at various times, the decision to use the Objective page isn’t exclusive of the Wizard; they compliment each other.
The Wizard minimizes what you need to focus on so that you remain focused on overall setup for the upcoming period. But when your thoughts or conversation goes deep on aspects of an Objective, feel free to hop into the Objective page for it and capture all that great content.
While working in the Do phase you’ll find that recording progress on your objective will often also include adding new content to Notes, or moving the sliders for percent complete, etc.
Lastly, because status updates track the progress of the work on the objective, by the time the Review phase comes around, you’ll have built a complete record with which to evaluate the results that were achieved and what led up to them.