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 4: Aligning Objectives to Goals
Section four: Aligning objectives to goals.
Why would we want to align our objectives to goals? By doing so, every objective then supports one of the organization-wide goals. This makes sure that everyone feels a part of the bigger picture, and it encourages all teams to work in the same direction as every other team.
Now, let’s take a look at the Scorecard Wizard alignment page. You’ll use this page to assign each objective to a goal. On this page there are two columns that we’re concerned with: The objective column which displays the description for each of your objectives, and the goal column which shows the relevant goals as you assign them to each objective.
As you can see, there’s a goal drop-down menu for each objective. The goal drop-down menu will look the same for each objective, but you’ll assign according to which fits best for any given objective.
Here is a perfect example of when you’ll find working in the Wizard quicker than working from the Scorecard view: Aligning objectives to goals during Setup. Often, objectives in one category share the same goal and in the Wizard you can quickly choose the same goal for all of those objectives. This saves you time, since you don’t have to think so hard about the match-up between description and goal.
If you look at the screenshot, you can see that financial category has three objectives underneath it. All three of those objectives align to the same goal which is to achieve 10% revenue growth.
After a quick quiz, we’ll wrap up this Lesson with Section 5: Assigning Roles.