OKR Overview

Gain a comprehensive view of your objectives with this detailed overview page. To open the page click on the objective name within Mine or All subsection of the Perform's OKRs section.

Key Sections:

• Header: Access essential information about the objective, including its type, status, owner, associated cycle, progress bar, and last update date.

  • Progress Bar: Visually represents the overall progress of the objective based on key result achievements
  • Last Update Date: Indicates the date when the objective's details were last modified
• Key Results: Track progress towards the objective's key results. This section includes two tabs: Details and Activities.
• Parent/Child Objectives: Understand the hierarchical relationship between this objective and others.

Access comprehensive information about the objective, including its key results and available actions.

Key Actions for Key Results:

• Edit Weights: Adjust the priority of key results
• Add Key Result: Create new key results to support the objective
• Perform Actions: Explore additional options in the Actions menu

For more details on available actions, refer to the Managing Objectives and Key Results article.

• Add Comments: Provide feedback or insights on the initiative
• Report Progress: Update the initiative's status and progress
• Edit Initiatives: Make necessary changes to the initiative's details
• Delete: Remove the initiative if it's no longer relevant

The Activities tab provides a detailed overview of all actions taken related to the selected objective. This includes:

• Check-Ins: Track progress updates and status changes made through check-ins
  
• Comments: View and manage comments added to the objective or its associated key results
• Modifications: Review any changes made to the objective's details, including its name, description, or key results
• Progress Reports: Access generated progress reports for each initiative, providing insights into performance and achievements

Filter for Specific Results

Use the filters to view key results, initiatives, and specific actions:

• Key Results: Focus on key results that meet your criteria
• Initiatives: View related initiatives linked to objectives
• Actions: Analyze check-ins, comments, modifications, and progress reports

You can use the available buttons to copy, edit, or lock objectives as needed.

Locking Objective

Once you've completed an objective and no further modifications are needed, you can lock it. Locking an objective prevents any changes from being made, except for adding check-ins or initiatives. This helps ensure that completed objectives remain finalized.

Completing Objective 

At the end of an objective cycle, you'll need to complete it to finalize the process and assess its outcome.

To complete a cycle:

1. Click the Complete Objective button
2. Review the objective progress
•  The system will automatically determine the objective's status based on the predefined objective type and the progress of its associated key results
3. Select the reason for completing the objective:
•  Accomplished: The work done throughout the cycle contributed to the objective, but the final goal may not have been fully achieved
• Obsolete: The objective has become outdated or irrelevant due to changes within the company or external factors
4. If you want to add additional context or explanation for the selected completion reason, you can leave a comment
5. Click Save to confirm the completion of the cycle or Cancel to discard the changes.