In this Help Doc
Viewing OKRs
Creating & Editing Objectives
An Introduction to Objectives & Key Results
OKR is an acronym for Objectives and Key Results.
Objective — a clearly defined goal
Key Results — specific measures used to track the achievement of that goal
OKRs in MetaPulse
If you're using MetaPulse to track your statistics, then using OKRs is a natural progression.
Objectives can be linked to existing graphs, or you can create new graphs to monitor a specific objective.
Coordination & Alignment
Team members can only create objectives that align with existing objectives that have been created by management. This ensures coordination and alignment of all activities.
And management can see at a glance, the progress of the entire objective, as well as drill down into the detail.
See
Objective Summary
Click on Objectives
This is the selected Organization or Team. You can select a different Team by using filters.
This section lists the Objective States:
Unstarted - the progress is 0%
On track - ahead of expected progress
Completed - achieved 100% progress
Behind - behind expected progress
At risk - well behind expected progress
Deadline missed - did not achieve 100% progress
The Pie Chart provides a colored display of the percentages for each category on the right
The Average Progress shows the average of all Objectives combined for the selected Team or Organization
See also
Using Filters
Click on Objectives
If you have more than one Organization, you can select the desired one.
You can view the Objectives in Tree or Hierarchy view.
The Objectives can be grouped by Responsible Position, Parent or Ungrouped.
The Team Chart filter is available only if you have more than one Team Chart. It allows to filter by a specific Team Chart.
The Team filter lets you select a specific Team or the whole organization. In this example, we selected the whole organization.
NOTE: You can also find a Team by typing a member's name that is posted in that team
You can filter by a specific Group, such as Sales or Marketing.
You can select a single or multiple members
You can select a specific time period
Click Update
Change Organization
Click on Objectives
Click on Organization
Select the desired Organization
Change View
Tree
Click on Objectives
The Tree view is the default view
Click the two downward arrows to expand all Objectives. You can also collapse them by clicking on the two upward arrows.
Hierarchy
Click on Objectives
Click the View menu and select Hierarchy.
If an Objective has programs associated with it, you can expand them by clicking on the arrow.
The programs are displayed
Group By
Responsible Position
Click on Objectives
Click the Group by menu and select Responsible Position
Select the whole Organization or a specific Team
Click Update
It will display all the members who have Objectives assigned to them
Parent
Click on Objectives
Click the Group by menu and select Parent
This will display the member's Objectives and their Parent Objectives
Ungrouped
Click on Objectives
Click the Group by menu and select Ungrouped
This will display all Objectives for the member or Organization without grouping them into any category
Find Objectives Using Search Bar
Type the Objective name in the Search bar
If you hover over the Objective, it will display some details about it. To open the Objective, click on it.
The Objective will open, providing additional details like Progress and any related graphs.
New Objective
Choose Objectives from the side menu
Click New Objective
Choose a Parent objective - if creating a top level objective leave as No parent
Choose who in your team is responsible for completing this objective
NOTE: If a position is selected that is not occupied by a member, the Objective will be listed under the next person who is a Team Leader.Objective title - the name of the objective
Additional Details - provide more information about this objective
If you have more than one child Objectives which contribute to the main Objective, you need to select how you would like the Objective to be considered up to date. You can select between:
All key results are up to date or
Any key result is up to date
You can also choose to exclude this objective from member's progress calculation
Select date range the objective is to be achieved by, i.e. this month, next month, or choose a custom date.
Select a type of Key result:
Types of Key Results
Key Result - Existing Graph
For steps 1 - 9, see New Objective.
10. Key Result - add the key result name
11. Graph - Choose an existing graph
12. Enter Start Value and Target Value. Set the start value and target value. (You have the option to change this to a range value and/or add a stretch value target. A stretch value target will add a second target line to the graph.)
13. Cumulative will display the cumulative total as it grows with time
14. Add another key result - you can have multiple key results to measure an objective.
15. Create Objective to save
See also
Key Result - New Manual Update Graph
For steps 1 - 9, see New Objective.
10. Key Result - add the key result name
11. Graph - Choose New Manual Update graph: Manual update requires a user to update the graph values.
12. Enter Start Value and Target Value
13. Add another key result - you can have multiple key results to measure an objective.
14. Create Objective to save
15. Drag the slider to update the progress
See also
New Manual Update Graph (Inverted)
For steps 1 - 9, see New Objective.
10. Key Result - add the key result name
11. Graph - Choose New Manual Update graph: Manual update requires a user to update the graph values.
12. Enter Start Value and Target Value. The values would need to be in a reverse order.
13. Click Invert graph
14. Add another key result - you can have multiple key results to measure an objective.
15. Create Objective to save
16. Drag the slider to update the progress
17. To see how the graph looks like, click the arrow for the Objective.
18. Click the graph
19. You will see the inverted values
See also
Key Result - New Graph Calculated by Junior Objectives
In this example, we will create a main Objective and a Junior Objective, nested into the main Objective.
For steps 1 - 9, see New Objective.
10. Key Result - name of graph or statistics
11. Graph - Choose New Graph Calculated by Junior Objectives - This will auto update and uses the average percentage of sub-objectives. For example: assume we have an objective to reach $80,000 sales this quarter and we have 4 sales people, each with their own objective to reach $20k in sales. If each salesperson reaches 50% of their objective ($20k in sales) the auto update feature will calculate the objective as 50% complete.
12. Add another key result - you can have multiple key results to measure an objective
13. Create Objective to save. The main objective is created.
14. Now, we will create the junior objective. Click + to add a Child Objective.
15. The Parent objective will be set
16. The Parent Key Result will be set
17. Choose who in your team is responsible for completing this objective
18. Objective title - the name of the objective
19. Additional Details - provide more information about this objective
20. If you have more than one child Objectives which contribute to the main Objective, you need to select how you would like the Objective to be considered up to date. You can select between:
All key results are up to date or
Any key result is up to date
21. You can also choose to exclude this objective from member's progress calculation
22. Select date range the objective is to be achieved by, i.e. this month, next month, or choose a custom date.
23. Key Result - add the key result name
24. Graph - Choose an existing graph
25. Enter Start Value and Target Value. Set the start value and target value. (You have the option to change this to a range value and/or add a stretch value target. A stretch value target will add a second target line to the graph.)
26. Cumulative will display the cumulative total as it grows with time
27. Add another key result - you can have multiple key results to measure an objective
28. Create Objective to save
29. In our example above, we added another junior objective for Sarah Clean and the main objective calculates the average between the two junior objectives. See step 25 on the above image.
See also
Key Result - Range Target on an Existing Graph
For steps 1 - 9, see New Objective.
10. Key Result - add the key result name
11. Graph - Choose an existing graph
12. Click change to range option. Enter Start Value and the Target Range. See also TIPS & TRICKS: Setting Objective Graph Range Target
13. Add another key result - you can have multiple key results to measure an objective
14. Create Objective to save
15. Click on the small graph. It will open the graph.
See also
Key Result - Stretch Target on an Existing Graph
For steps 1 - 9, see New Objective.
10. Key Result - name of graph or statistics
11. Graph - Choose an existing graph
12. Click add stretch target option. Enter Start Value, Target Value and Stretch Target Value.
13. Add another key result - you can have multiple key results to measure an objective
14. Create Objective to save
15. Click on the small graph. It will open the graph.
See also
Propose an Objective
A newly created Objective can be proposed for acceptance from a junior to a senior. To be able to do that, the junior member will need to have Propose permissions assigned to them.
Click on Objectives
Click New Proposal
Select the person who you are proposing this Objective to.
The remaining steps are explained in New Objective.
Edit an Objective
Click on Objectives
Use the filters to find the desired Objective
Click Update
Click the arrow to expand the menu under the desired member
Click the arrow on the Objective
Click Edit. For more info on each setting, see New Objective.
To see more info on the member, click the arrow for that member.
Add Child Objective
A Child Objective is a lesser objective or goal which is linked to the main objective and contributes to the main objective's progress.
Add Child Objective from the main page
Click on Objectives
If you have more than one Organization, select the desired one.
Click Add Child Objective
The Parent Objective and Parent key result will be pre-filled
The remaining steps are explained in New Objective.
Add Child Objective from the sidebar
Click on Objectives
Click the arrow on the desired Objective
Click Add Objective
The Parent Objective and Parent key result will be pre-filled
The remaining steps are explained in New Objective.
Delete an Objective
Click on Objectives
Use the filters to find the desired Objective
Click Update
Click the arrow to expand the menu under the desired member
Click the arrow on the Objective
Click Edit.
Scroll all the way down and click on Delete Objective
NOTE: If there is no Delete button, it means that there are other Objectives nested under the Objective you are trying to delete. You would need to delete them first in order to delete the main Objective.