Overview: Video Course

Overview: Video Course

Aligning & Assigning Objectives

Earlier we talked about drafting, prioritizing, and balancing the scorecard.

The next steps are aligning your objectives and assigning them to people. This is important because it attaches the work you’re planning to specific organizational goals, and by assigning objectives to people, you define how the team is going to achieve the work the organization is now looking for you to achieve.

What you’ll find after having done these last two steps is that it put your objectives into the context of the entire organization and in the context of your team and the role your team plays in the organization.

In this screenshot what you’re seeing is that the first objective “Increase revenue by 3% this quarter,” is being aligned to the goal the organization has of achieving 10% revenue growth.

When you’re assigning resources to the objective, you’re choosing a person and the role they are going to play. In the screenshot we have taken that same objective and we’re identifying the person who will be responsible for as Natalie Garza. Don’t worry, objectives can have multiple people who are responsible for it; however, that might get confusing if you have a lot of people responsible for each Objective.

There are three other common roles that you might assign people to on any given objective. You might have somebody who approves of the work. You might have somebody who needs to be consulted on the work. Or you might have somebody on your team or a different team who needs to be informed of the progress.

Defining the roles in Setup phase ensures that everybody knows who needs to be informed about each objective and its progress. Go ahead and check your understanding with our quiz question.