CReating Objectives In Rising Goal

Let’s explore in this post how to create and manage an objective

Intro

The OKR Model

Let’s start with a quick refresher on the concept of Objective :

Objectives are an ambitious qualitative description of what you want to achieve. In other words, the objective is where you want to go.

Find more information about the OKR model in this article.

OKR Model

For Example

Objective

Create a culture of OKR excellence to increase focus and business alignement by the end of the year.

 

Explore more examples in our OKRs library.

Rising Goal User Guide

Create an Objective

Create Objective
To create Objective, select the “Create Objective” button from the Dashboard or Board pages.

You can create an objective from scratch. Or, you can start from an example of our library of OKRs. Finally, you can also clone an existing objective.

Aligned Objective

Align OKRs Objectives can be aligned. That is, an objective can contribute to a higher-level objective. Learn more about OKRS alignment. Just select the parent objective in the list to create alignment.

Objective Categories

You can specify the category of the objective. This has an impact on how an objective and its key results are estimated to be achieved.

  • Committed: key results are achieved for 100% progress
  • Aspirational: key results are achieved from 70% of achievement
  • Learning: Key results are achieved from 50% of achievement

Objective Level

An objective may be set at the organization, department or team level. If no department or team is selected, then this is a corporate objective.

Frequency of reviews

One of the difficulties of the OKR method is their monitoring during the cycle, as well as the final review.
One of the benefits of OKR’s tools is having reminders so you don’t forget those reviews. But the frequency may depend on the nature of the objectives. Therefore, you can adjust this frequency, typically monthly.
The application notifies you visually of these reminders, as well as through the weekly email.

Rising Goal User Guide

Edit an Objective

Edit Objective

Edit the objective

You can edit the objective from the contextual menu on any page, then selecting the “Quick Edit” menu.
A new feature appears allowing you to ask feedback from your colleagues or to react by commenting on another objective.

Objective Feedback

Manage the objective

Manage the objective

Why manage your goal? Remember the OKR model implemented in Rising Goal:
Aligned objectives, key results, initiatives, hypotheses. These are all elements that constitute your objective. You need to manage all of them.

Performance detail
Objective Performance

In the Performance section, you find the performance of key results, that of done initiatives as well as the confidence you have to reach your objective on the target date.
This performance is updated with each new review of your objective.

Rising Goal User Guide

More Actions

Objective More Actions Menu

In addition, in the context menu on the right of the screen you will find additional actions: edit, start and delete.
But also, you can convert it into a key result or an initiative.
You can also export the objective and its elements to an excel file.

The Objective Tabs

If you are signed in to Jira, you can sync the status of initiatives from Jira to Rising Goal.

Context menu of an objective in the diagram view

In the tabs of this page, you can add the aligned objectives, the key results, the initiatives and the hypotheses related to this objective. This is also possible from the context menu of an objective in a diagram view.

What’s next?

Create Key Results in Rising Goal

You will learn how to create and manage key results.