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: Working with Multiple Scorecards
Section Four: Working with Multiple Scorecards.
Working in an organization with multiple departments will result in multiple scorecards spanning numerous teams. In this lesson we’ll discuss how to navigate different MyObjectives scorecards with parent-child relationships.
For our example we’ll look at an example company, THINGS-R-US. In this example you are the manager of a Special Projects Team. Within this very typical organizational structure, we’ll look at how it becomes a navigable organization within MyObjectives.
If you look at the image on the screen, the ThingsRUs CEO scorecard is at what MyObjectives calls “the organization level scorecard” – there’s always a top scorecard. Nested underneath it are the four department-level scorecards, one each for green, red, special projects, and yellow departments.
And nested within each of those are the child scorecards for each shaded team: Emerald, Forest, and Lime within the Green department; Crimson, Rose, and Ruby within the Red department; your scorecard that suffices as the only scorecard within the Special Projects team; and the Amber, Gold and Saffron teams within the Yellow department.
Your organization may not be this big or as uniformly organized. That’s okay, for what we’re about to discuss just needed a visual foundation that we can relate to as we discuss cross-team linking.
One thing our tidy org chart hides is the reality that teams are often made up of people from different parts of the organization. In MyObjectives you can choose how to represent that, either by creating a new scorecard for the team or by using existing team scorecards to house objectives where appropriate, and link to those objectives from other scorecards.
The first example is standard fare and needs no additional explanation. Examination of the second, though, helps to illustrate the true power of the SMARTscore technology, and why MyObjectives is such a powerful tool for helping your organization achieve your goals.
When you create a linked objective you are creating a linkage from an objective on another team’s scorecard to your scorecard, where it shows up looking like any other objective, except there’s a chain link visible in the “Type” column for that linked objective.
When they update any of several attributes — like progress and status — on that objective on their scorecard, those updates carry over to what you see on your scorecard.