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: Welcome to Do Phase
Welcome to lesson four of the MyObjectives Introduction Course. Having covered the Setup phase in our previous lessons, we will now move onto the “Do phase.”
In this lesson we’ll cover: the basics of Do phase, updating work progress, tools for managing work, managing changes to your plan, and sprinting to the Success Zone.
Let’s begin with some basics of Do phase.
As we have alluded to in previous lessons of this training, Do phase is the phase that immediately follows the setup phase. As a reminder, setup lasts for two weeks at the beginning of the period. In this example, the period duration is one quarter.
After setup is complete, the organization moves into Do phase. This phase lasts the duration of the quarter, generally about 10 weeks. Review phase, which we will discuss in subsequent lessons, immediately follows Do phase, and lasts about one week.
So, what’s changed now that we’ve moved into Do phase? Well, on the home page, in the overview widget, we can now see that the Do phase indicator has been turned on, as well as an updated team score. The idea here is that: you’ve finished setup, made progress on your objectives, and begun updating that progress on the objectives on your scorecard.
Throughout the Do phase you should direct your team to focus on the highest priority objectives. All objectives are important, but remember, the higher the priority, the more available points, and the quicker you can get to the Success Zone.
You should also encourage team members to update the status of their objectives at least once a week. That way, the score will accurately reflect progress, as you march your way to the Success Zone.