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
S.M.A.R.T. Objectives, Goal Alignment & Role Assignment
First, we’ll follow up on last lesson’s discussion of S.M.A.R.T. by looking at how MyObjectives supports your evaluation of each objective. As a reminder, this evaluation helps make objectives well defined and actionable. The bottom line for this scorecard feature is that everyone can tell what the objective means and when the objective is complete.
The next scorecard feature we’ll look at involves assigning a priority to each objective. This helps to define the importance of this objective to the organization. It tells your team what to work on. And often, what to work on first.
The scorecard wizard provides tools to help you balance those priorities among those objectives. The bottom line with this scorecard feature is that priorities help teams focus on what is most important.
The next scorecard feature we’ll cover is goal alignment. Since goals look out three to five years, achieving them is a little like how one moves a mountain: one shovel-full at a time. In MyObjectives, as in life, goals can be accomplished by applying effort to them, over time — this effort is captured on your scorecard as objectives.
Each objective on your scorecard will align to a big picture goal. If you look to the image to the right, you can see that one objective can be aligned to one goal, or you can have multiple objectives aligned to one goal. This relates objectives to the organization’s strategy, and it makes objectives become a step towards achieving any given goal.
Use the scorecard wizard to access goal alignment tools. The bottom line with this scorecard feature is all objectives help move organization goals forward.
And the last scorecard feature that we’ll look at is role assignments. Each objective specifies individuals who will work on it and in what specific role. MyObjectives follows the R.A.C.I. model, which means roles default to Responsible, Approver, Consulted, and Informed. The bottom line here is that each team member knows their role on any given objective.
Role clarity creates efficiency within a team, and leads to greater satisfaction among team members.