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Organizing your existing objectives

A guide to migrating from the old version of Objectives in Range (Oct 2019)

As of October 11, 2019, you’ll find some major new improvements to Objectives in Range. We want to take a moment to share what’s changed and how to organize your existing objectives.

You can also read more general information about using the latest version of Objectives in Range.

What’s changed?

Objectives are now organized in a tree

Objectives can now be nested under other objectives, so that you can properly organize a top-level objective and the lower-level objectives that contribute to it. This means that your objective organization is no longer strictly tied to your team organization. Have a top-level objective that a specific team is responsible for? Now it’s no problem!

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One place to see all your objectives

In the left navigation, there’s a new “Objectives” screen where you can see the tree of all objectives across your workspace in one place. You can also filter to objectives belonging to a particular team or owner.

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Key results are now children of objectives

If you had defined “key results” for some of your objectives, you’ll now find them as full children of that objective. This means that a key result can now have a separate team association, owner, and status updates!

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To update the metric value for key results under the new system, you now add a status update for the child and click the “Metric” dropdown to choose a new value. Key results can now have their own green/yellow/red status as well, along with the metric, and their own status descriptions when things are updated.

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How to organize your existing objectives

1. View your existing objectives

Navigate to your “Objectives” screen in the left nav. You’ll see all the existing objectives in your workspace in one flat list. While Range used to organize objectives by team ownership, you can now organize objectives independent of the team they belong to. This is more flexible — for instance, you can now define a top-level objective that’s owned by a specific team.

2. Decide which objectives should be top-level

Find the existing objectives in your list that you think should be top-level objectives. These are the objectives that other objectives will be aligned under in the next step. Usually, top-level objectives are company objectives that are reported on to everyone, although there may be a specific team responsible for moving that objective forward. Sub-objectives, on the other hand, usually serve one of the top-level objectives and are only reported on in smaller groups.

3. Move other objectives under a top-level objective

For each objective that’s not going to be a top-level objective, use the “Align objective” menu option to move it under another parent objective.

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Once you’ve done this for all of your objectives, you’ll have a tree of objectives organized under a few top-level items. I’m feeling more organized already!

If you need help deciding how to organize your objectives or want help with how to represent your existing objective structure in Range, just let us know! Email or reach out to us below.

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