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 2: Objectives Page
Section Two, Beyond the Wizard: Objectives Page.
So far we have been working through the Objectives Wizard, which is a tool optimized for tackling aspects of all your objectives at once, by topic, like assigning roles.
In this section we will look at the Objectives page because it is optimized for viewing your work plan while working on all aspects of each objective in turn. You can use the Wizard at any time, just as you can use the Objectives view at any time. But in general, you use the Wizard for setting up your work plan, and you use the Objectives page the rest of the time because it gives you access to tools and attributes of objectives needed during the Do phase.
As you are finishing up your Setup you’ll find it more convenient at times to switch to the Objectives page so that you can add more information about an objective. Let’s look at the Objectives page and then discuss how to use it.
Start by pulling down the the Scorecard menu and selecting the Objectives menu item. The page name, to the left of the team and period menus, will change to “Objectives” to let you know which page you’re on. You should see the bright blue “Add” button on the upper left.
Let’s take a tour of the Objectives page.
Underneath the Add button is a menu allowing you to select which of the four objective types to add to your score card. In this course we discuss the first two types: the Standard objective and the Linked objective. Pooled objectives come with a Plus! subscription and are covered in the Advanced course. Adding a Scorecard Summary is an advanced topic, to be covered in the Advanced class as well.
Moving along the page, you can see that there’s a column for objective numbers. Having a number just makes it easier for you to reference objectives as you’re working through any given period or quarter. Note that the number given to an objective can change, for one of two reasons: 1) You resequence them manually, or 2) MyObjectives resequences them when you move into Do phase (in case holes in the numbering scheme were created by deleting an objective).
You also have a column for objective type. We’ll be talking about this later in this Lesson. But for now, know that a Standard objective won’t necessarily have a type indicator, since it’s the most common. A Linked objective will display an icon of a chain link.
Continuing our tour of the Objectives page, we see that the description of each objective appears to the right of the objective type. To provide a communication aid for teams, MyObjectives provides Discussion flags, which let you flag an objective for discussion.
We’ll be discussing the three different types of discussion flags later when we move into the Do phase. Next we see two columns to show your progress indicators for each objective. And again, we will discuss these more in the Do phase.
As you record progress, or more frequently if warranted, you can add Status messages to keep team members, and the organization, appraised of the progress for each objective. As we discussed in the previous Lesson as a part of the Wizard, the Objectives page includes a column showing the assigned for each objective.
Finishing up our tour of the Objectives page, we see a column showing who the responsible player is for each objective. And if there are multiple responsible players on a single objective, you will be able to view all of those responsible players in that column.