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
Scorecard Wizard: Priorities
So now, let’s take a look at the scorecard wizard priorities page and get the look and feel of what that’ll be like.
The priorities page helps you to balance priorities based on the guidelines given within MyObjectives. You can view these priority guidelines over on the right side of the screen. There you can see the percentages along with objective count ranges, and then how many actual objectives you have aligned to that priority.
So if you look at “1 – Critical,” three to four objectives of these 13 should be set to priority one. The green dot in the Actual column for priority one gives a quick visual affirmation that the three priority one objectives on this scorecard satisfy the guideline.
It’s very easy for you to make updates on the priorities page in the wizard because all you have to do is click on the priority column related to the objective that you’re working on, and then choose the priority to assign from within the popup.
Let’s go through the process for prioritizing your objectives. Since all objectives start at priority two, you’ll be promoting some and demoting others.
Because we work in teams, a critical objective for your team may mean other teams are dependent upon your progress, elevating the objective from Important to Critical. Likewise, it could be a strategic initiative for what your organization has underway, or that is critically important to your customers.
Or, highly visible issues, like cleanliness in a restaurant, or the facade of your street-facing store front, or you presence in cyberspace… all of these may be critically important to the continued operation of your organization. Priority one objectives are those your team is going to start working on first and push to complete harder than those of lower priorities.
You’ll demote objectives that are not as critical and/or as visible as some of your other objectives. And also, these priority three objectives could possibly be pushed into a following period or quarter.
Don’t overlook the stretch objectives. These should be thought of as something that would be nice to complete in the quarter or period, or they’re bonus points for your team — extra credit, if you will. The idea is to encourage your teams to stretch themselves, push themselves, but not penalize them if the stretch objectives aren’t met. A balanced scorecard will generally require at least one stretch objective. Make sure there is one on your scorecard, and look for it on the scorecards of other teams. Support everyone in planning a full scorecard that includes a little stretch.
All in all, prioritizing the work you plan ensures that the team is focused on what matters the most. Combined with all the other work the wizard guides you through, this is how MyObjectives will help your organization to achieve its goals.
Guess what: A quick quiz before we talk about aligning your objectives to the goals of your organization.