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 3: Navigating the Scorecard Wizard
What is a wizard? The wizard is our software assistant tool that helps users accomplish complex tasks. It does this by leading users through a series of defined steps, while keeping track of where users are in the process. We will use the Scorecard Wizard to create objectives.
To display the wizard start from the homepage, select the scorecard drop-down, and select the wizard option. The draft page will display by default.
Here you will see eight steps with links to pages along the left sidebar menu: Draft, Quality, Priorities, Alignment, Roles, Manager Review, Peer Review, and Completion.
As you complete each step in the wizard, the formerly gray badge on the left edge will turn colorful!
Let’s take a look at the layout of the draft page. The Number column displays the number assigned to the objective.
The Type column displays whether the objective is standard or linked to another team. Other types will be covered as they come up.
The Description field displays the text of the objective.
The Category field displays the assigned category of the objective.
You can sort the display of your objectives using the action menu to the right of each column name (three dots arranged in a vertical line). The same menu lets you choose which columns are displayed.
Before we go into depth on drafting and categorizing objectives, we have another quick quiz for you.