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: Reviewing What You Did
Section 2: Reviewing What You Did. Now that we’ve introduced you to the Review phase, let’s dive into what happens during review.
When the Do phase is complete, the Review phase is a chance to step back and analyze what your team accomplished over the previous period. In MyObjectives, the Review page is the place where you will record the team’s accomplishments, challenges, and plans.
There is also a “Completion” tab where managers and supervisors can leave additional comments and mark that a scorecard or team has completed their objectives. Let’s look at an example.
We’ll start by highlighting three different accomplishments.
This team has determined that their most important accomplishment for the period was increased revenue. This accomplishment was primarily supported by the priority 1 objective “Increase Revenue by 3% this Quarter.” It was completed with full success.
This was a high visibility objective, meaning the CEO was monitoring this objective’s progress throughout the period. Full success came when five new contracts were negotiated, and the revenue plan was exceeded by $25,000.
Accomplishment number two focused around the organization’s revenue plan. The objective was to “prepare and present a revised strategic revenue plan to the CEO by the end of this week.” This particular objective appeared on the scorecard in the middle of the period, so while it was technically a priority one objective, it defaulted to “unplanned” because we didn’t anticipate this objective during Setup phase.
In this example, our CEO needed a revenue plan as soon as possible for an ad-hoc planning meeting. The team completed and delivered the plan to the CEO in time while still meeting other demands.
This a powerful aspect of the Review phase: Reflecting on the sequence of events helps this team make note of the extra-ordinary effort they put forth to achieve success on all they had planned while still meeting an unplanned need of their CEO.
The third accomplishment in our example targeted spending trends. Specifically, the objective was to “develop three reports to show trends in spending for next quarter.” This was listed as a priority two objective and it was completed with full success.
As you can see – despite being a priority two objective – this became a high priority for the CEO during the ad-hoc planning meeting, which required the team to move this objective ahead of others to be completed in time for the meeting.
Now let’s take a look at what this sort of accomplishment looks like in MyObjectives during Review phase. This screenshot shows the Accomplishments page of MyObjectives. It is accessed by choosing “Review” from the Scorecard drop down Menu.
We’ve entered our three earlier example accomplishments. Note our accomplishments are listed with full supporting descriptions of why they would be considered an accomplishment. This is important – because without the supporting description of why they were an accomplishment, you would just be listing the objective. Best practice calls for adding value here by describing impact: How this accomplishment furthers the goals of the team and your organization.
To recap, the Accomplishments Page is the first part of the Review phase. It is the “feel good” step, and is backed by the science of happy brain chemicals. One major benefit is that it highlights major milestones your team achieved during the period. Another is that it offers a place to annotate accolades for individual contributors toward specific achievements.
Accomplishments also prove to be an efficient mechanism for providing documentation for upcoming performance reviews (if this is relevant to your organization). And at the macro level, it is an effective audit tool to assess past performances when measuring aggregate historical achievements.