Setting up the Goals Platform

Many companies stumble when it comes time to deliver and execute on vision. It isn't hard to see why - with a dynamic employee base, there are many competing priorities that need to get done. And even if you get those in order, it's equally important that the employees who are completing those priorities feel supported and that their own interests are taken into consideration. By developing forward-looking agile goals that proactively drive employee development and deliver business value, companies can suddenly find themselves in a situation where everyone can grow and reach milestones together.

The ability to have productive ongoing communication between managers and employees is contingent on setting clear expectations. Additionally, setting goals plays a big role in employees feeling a true sense of satisfaction, as it’s a platform for understanding what success looks like.

All Reflektive customers begin with the standard configuration of the Goals Platform. Your provisioned account includes access to the Goals module and includes:

• OKRs (Objective and Key Results) with Measurements
  OKRs are designed specifically to facilitate creation of high-level objectives, each with measurable key results, pushing employees towards aspirational achievements.
  
  
  • Each key result on a goal has its own progress measurement, that can be tracked as a raw number, dollar value, or percentage
  • Overall goal progress is then derived as an average of the progress percent of all key results.
    
    
• Teams
  • Create visibility
  • Support cross functional collaboration
    
    
• Goal Privacy
  Upon goal creation, the default setting is set the new goal as private. Employees can choose to make goals public after creation.
  
  
• Goal Alignment
  With Goal alignment, your employees are able to align their goals to existing goals set by others within the system. That way, their focused efforts and areas of concentration can be tied to larger and broader goals, which helps entire organizations move more in unison.
  
  
• Cascading Goals
  Admins and Managers often bear the responsibility of creating, socializing, and enforcing goals. With the Cascade goals tool, Admins and Managers are given the ability to duplicate the individual goals they have created, and copy it as one of their team member's goals.

• Each key result on a goal has its own progress measurement, that can be tracked as a raw number, dollar value, or percentage
• Overall goal progress is then derived as an average of the progress percent of all key results.
  

• Create visibility
• Support cross functional collaboration

To learn about additional features and configurations, look at the next section below and please consult your Customer Success Manager for feasibility.

For those organizations that have specific needs around goals, please reach out to your Customer Success Manager to go over your options. The goals platform is fairly modular and allows for a variety of configurations to best fit how you want your employees to approach their goal-setting.

1. OKR with measurements -This is our recommended best practices configuration
2. Checkboxes with No Completion
   
3. Description with No Completion
   
4. Checkboxes with User Completion
   
5. Description with User Completion
   
6. Weighted - Checkboxes with User Completion
   
7. Weighted - Description with User Completion
   
8. Weighted - OKR with Measurements
   

Once your organization gets comfortable with the standard goal configuration options, or you want to take advantage of these additional features, please contact Reflektive Support to review if any of these features are right for enabling for your company.

• Goal Categories
  
  Administrators can preset company-level goal categories to help employees organize their goals. Note that personal tagging is still separate from goal categories and should be used accordingly. Please work with your Customer Success Manager to determine your preset list of goal categories.
  

• Goal Due Dates
  
  With Reflektive Goal due dates enabled, you can see when your goal is due. Reflektive Administrators: If you would like your employees to be reminded automatically via email that their goals are due X days before the due date, please reach out to your Customer Success Manager to set this feature up.
  

Goal Categories

Administrators can preset company-level goal categories to help employees organize their goals. Note that personal tagging is still separate from goal categories and should be used accordingly. Please work with your Customer Success Manager to determine your preset list of goal categories.

• Goal Alignment
  
  When creating or editing a goal, search for another goal to create an alignment to it. Any public goal can be aligned to any other public goal. Note: Goals can only be aligned upwards to ONE other goal.
  
  
  Once aligned, you will see the alignment relationship on the saved goal screen. This will include the name of the goal and the profile photo of the goal owner.
  
  
  If your goal has aligned goals beneath it, those will appear in the saved state for goals as well. Aggregate progress for ALL goals aligned to your goals will be displayed, along with the profile photos for the owners of those goals.
  
  
• Goals Visualization
  

  
  
  
  To provide additional clarity on goal alignment, Reflektive also has an interactive visualization that allow employees to view and navigate through goal relationships. The visualization provides a better understanding of how different individual goals align to one another; this fosters better collaboration and alignment across the company. Please contact your Customer Success Manager for more information on this feature and how to get it enabled. Some information about it below:

  • Once an individual goal is expanded, there will be a link to visualization on an aligned goal.
  • The visualization will load the originating goal, displaying that goal, its parent, and root parent.
  • Each goal card will feature the Goal Title, Owner, and Overall Completion.
  • You can click on any of the goals with children to center on the goal in the view and expand its children. Once expanded, you can view details of any goal to close the visualization and navigate to the details of that goal.
  
  Note: Private goals will not appear on visualizations.

To provide additional clarity on goal alignment, Reflektive also has an interactive visualization that allow employees to view and navigate through goal relationships. The visualization provides a better understanding of how different individual goals align to one another; this fosters better collaboration and alignment across the company. Please contact your Customer Success Manager for more information on this feature and how to get it enabled. Some information about it below:

• Once an individual goal is expanded, there will be a link to visualization on an aligned goal.
• The visualization will load the originating goal, displaying that goal, its parent, and root parent.
• Each goal card will feature the Goal Title, Owner, and Overall Completion.
• You can click on any of the goals with children to center on the goal in the view and expand its children. Once expanded, you can view details of any goal to close the visualization and navigate to the details of that goal.