Getting Started With Rising GoalFrom the onboarding process to the OKR cycle
Getting Started With Rising Goal
Overview of the onboarding process
You want to start your OKR journey? And more particularly by guiding you with the Rising Goal solution? However, you don’t know where to start.
So, let’s help you with this practical, step-by-step guide from the onboarding on Rising Goal to the OKR cycle.
During the sign up process, you create your organization and your first team. You have the role of administrator of this organization. Therefore, you will be able to customize the organization and governance of your OKR program. You will be able to invite people and manage user roles. This role can be changed later.
You start a pilot?
If you have an agreement with Rising Goal to start a pilot project, you must contact us at this stage. So that we configure your organization to have no constraints on the number of users and to have a full access to all features.
Sign up for Rising Goal
Customize your OKR Program
Customizing your OKR Program is essentially a question of defining the OKRs cycles that you are going to use in your organization. You can read more info about OKR cycles.
Go to Cycle Management
Select the OKR menu. Then click on the 3-dot menu in front of the list of cycles. Click on the Cycle Management item.
Set up your OKR Cycles
By default, the OKR cycle is enabled. You can switch off this option if you don’t want cycles.
You can either manually set your OKR cycles or choose to let the solution manage them automatically. Just set the frequency of each cycle.
Customize your organization
In the Organization menu, you will define the departments and teams of your organization.
Also, in the integrations tab, you will be able to create an API token to use the Rising Goal API. You will be able to connect your account with JIRA in this section.
Kick off the OKR Program
Communicate to your employees about the OKR program
- The why, the how and the what.
- If needed, train your teams in OKRs
Schedule a demo of Rising Goal for team members
Since the next step is to invite your collaborators to the Rising Goal platform, it is a good time to schedule a demo with our product expert.
This will be an opportunity to clarify certain methodological points if necessary.
Schedule your demo
Invite Team Members
To collaborate, you must now invite your colleagues to your new organization. There are two ways to do this:
First invite team leaders
Select the menu Organization > Users.
Invite a team member
The team member is not yet registered, you can invite them to join the team. He will receive an invitation email with a link. He will automatically be added to the team when he register.
Add a team member
The team member has already registered, you can add them to the team.
Define corporate (strategic) OKRs
It’s time to create your own OKRs. If you have a strategic cycle in place, you will start by defining your corporate OKRs.
Learn more about OKRs.
Start by creating your first objective, in the menu Manage > OKR:
- Select your cycle in the list. In the example, our strategic cycle is annual, we select 2022.
- Click on the button Create New Objective
Then create your first key result:
After creating your objective, you can add several key results. Drill down your objective.
- Click on the + button in the OKR tab
- Click on the button + Key Result
Define teams (tactical) OKRs
With your strategic OKRs defined, it’s time for teams to create (and align) their own tactical OKRs. Learn more about OKR alignement.
There are different ways to do it.
For the first way, select the menu Manage > OKR:
- Select the diagram layout
- Right click on the strategic objective
- Click Add an Objective menu
- Create the team OKR
Define your initiatives
An OKR is not actionable. It is a direction with measurable outcomes. To achieve your goal, you need a plan of action. It’s time for you and your teams to define a set of initiatives for their OKRs.
In the Manage > OKR menu
1.Click on the link of the objective (or key result) or select the Manage contextual menu
2.Click on the menu + Initiative
Start the OKRs
When you are ready, start each OKR, from the board directly:
In the menu Manage > OKR:
1.Select the Kanban layout
2.Drag & drop the Objective, the Key Result or the initiative in the In progress column
There is a second way to start an OKR.
1. Select the Manage menu of the Objective or Key Result
2. Click on the button Start the Objective
Check-Ins & Reviews
Regularly, you will do check-ins of your Key Results and review your objectives.
You can use the check-in / review contextual menu of the OKR.
In the menu Manage > OKR > Objective
If the OKR is started, you have access to the ⊕ button to create an objective review or a key result check-in.
Close the OKR cycle
Finally, the cycle ends. Your OKRs are finished. It’s time to close the cycle.
In the menu Manage > OKRS
1.Select your cycle in the list
2.Click on the button Close of the cycle contextual menu
Now is the time to analyze the performance of your OKRs over time, in the report section.
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