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: Managing Changes to Your Plan
All right, let’s shift gears a bit and talk about ways to deal with unexpected events that will inevitably come up throughout the quarter.
Let’s face it, life is unpredictable, and requirements change. Plans, while a great starting point, should be adaptable to meet unavoidable changing circumstances. Fortunately, MyObjectives has specific tools built right in to handle exactly that!
Some of the challenges you may face include: (1) external blocks that inhibit your ability to finish the plan, (2) scope creep or scope inflation which results in you only being able to finish part of the original plan, or (3) the addition of new work which is urgent and must be completed now – thus pushing some of the original planned work to the back burner.
The first step you should take when faced with any of these scenarios, is to adjust the forecast of each of the affected objectives. This lets the company’s leadership know that this objective has faced some challenge that will prevent it from reaching “success.”
Using your best judgement, you can set the forecast status to any of the status icons, that you deem appropriate. From there, it is also recommended to add a “discuss flag” – specifically “alert” – and then add comments to the notes section, as we just covered in the previous section.
This 3-step process will realign expectations with reality and let the team and managers know what to expect going forward. In addition to resetting expectations, adjusting the forecast on an objective will also affect the overall forecast score.
If we look at this example, we can see that the original forecast score was 1000. This means that all objectives on the scorecard were forecasted to be completed by the end of the period. By lowering the forecast progress on one objective from “success” to “progress,” we can see that the overall forecast score decreases by 37 points, to 963.
It can be hard at first to watch your score drop, but just remember: a score of less than 1000 is not a bad thing! In fact, a score of 700-800 is the most desirable and will land your team in the “Success Zone.”