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
Section 1: Introducing the Scorecard
Lesson 2: Organizing the scorecard. Section 1: Introducing the scorecard.
A MyObjectives scorecard is much like the scoring cards found in other leisure activities. When you go bowling, there is a score card that tracks your downed pins by frame for each player. A golf scorecard tracks your strokes for each hole. At a baseball game the score board shows the runs each team scored in each inning. Score cards also appear in card games, chess tournaments, and many other activities.
In MyObjectives, the scorecard shows your objectives for the quarter or period, and the progress of each, plus an overall SMARTscore that shows how the team is doing collectively against their initial plan.
What that means is that it’s a visual planning and management tool. It holds what a team intends to work on in any given period or quarter. It also tracks your team’s progress towards achieving those objectives.
As a planning tool, the MyObjectives scorecard lets you organize, sort and filter your objectives in a myriad of ways to match your style and purpose.
In the screenshot on the right, you can see that objectives A, B, and C have been assigned to the Financial category, while objectives X, Y, and Z are primarily dealing with customer-based work.
Now let’s take a high-level look at some of the various scorecard features that we’ll be talking about in this lesson, before we dive into each more fully.