Creating goals and OKRs (objectives and key results) — good OKRs — is an art. Getting them right takes a lot of practice, but it is that continuous effort of testing and refining that generates the reward. Measurable business impact.
Every team approaches the management of its goals, objectives, and supporting metrics a little differently. One thing we’ve found many teams do have in common is that they track their goals in solutions separate from where they manage and communicate their day-to-day work. We believe these two very important elements of work belong together, and it’s why Goals is a part of Range.
Goals is a tool used by teams to create, manage, and track the progress of goals and OKRs. It helps teams develop and better prioritize (keep top of mind) the desired outcomes guiding their work. The intent? To clarify for your team what success looks like, and to show how progress toward goals has been furthered through their day-to-day work.
Whether your team prefers to track its work against OKRs, goals, KPIs, or all of the above, Goals is a flexible tool that can support the flexibility you require. Many of the teams currently using Range use Goals to:
Goals and objectives are used by leaders to build focus, foster alignment, and fuel their team’s desire to achieve something bigger. However, the chaos created by managing too many workplace tools and defaulting to a spreadsheet to manage OKRs often leads teams to focus on their daily work in the weeds and wander off the path leading to the end goal.
Goals has made a significant impact on teams because it allows them to finally manage and see their objectives as priorities on a consistent basis. Here’s what that means.
Our Goals tool can be even more powerful than it is flexible. It’s all in how you use it. To get started, here’s what you need to know.
In Range, goals are organized in a tree. You can define goals and objectives at the top level, or add them under an existing goal (sub-objectives). This enables larger companies to represent their existing complex goal structures in Range: team-level goals rolling up to area-level goals or objectives, all the way up to top-level company goals, and anything in-between. There are even individual goals for those team members who have either professional or personal work they’re tracking.
For smaller companies, it’s often sufficient to start with one set of top-level, company-wide objectives. You can optionally associate goals and objectives with a particular team if one is primarily responsible for doing the work, and with an owner, if someone is responsible for making sure the goal is moving forward and providing status updates for it.
As you grow, you may begin to add child or sub-objectives under each top-level goal that break down the pieces of how that higher-level goal should be achieved, and which teams are responsible for making each piece happen.
You can also use sub-objectives as a way to define key results for a goal. Goals can optionally have a metric defined as part of status updates, and you can use the metric to track progress towards a measurable goal.
To learn more about how to set up your goals in Range, check out our Getting started with Goals help article.
One of the ways Goals makes tracking and managing goals and OKRs in Range so much easier than other tools is through the use of #tags. Part of setting up a new goal in Range is creating a tag that your team members can then append to Check-in snippets (the individual tasks included in Check-ins).
Using #tags makes it easier to track progress and find information related to a particular goal or project in one place. Clicking on a tag will allow you to see all the items that you or your team have marked with the same tag and gives you easy access to them when reviewing OKRs and other workstreams.
Over time, Range uses #tags to summarize and group your work together in useful ways. #Tags improve your ability to understand the work being done by your team and helps you stay on top of progress being made. When you and your team are transparent about your progress, it allows you to be more effective and make meaningful decisions.
Tip: Tags don’t have to be connected to a goal. You can, for example, create the tag #noblefailure to track the lessons you and your team members learn through the small (and not-so-small) mistakes that happen from time to time.
With tag subscriptions, you and your team will also be able to subscribe any Slack channel or direct message to these tags to receive updates there. As our own team does, you might use this subscribe functionality to:
Status updates on a goal let the rest of the organization know how things are going. When updated and reviewed on a regular basis, status updates allow a team to react to new information and take actions like making additional resources available to work on the goal, changing the timeline, or de-prioritizing it altogether. This type of cadence is critical to making goals useful versus a document that teams only look at once a quarter.
Each week, Range will prompt goal owners to share an update on the status of goals. This is an opportunity for them to note high-level progress and setbacks, changes in priority, and make updates to any metrics and key results attached to the goal.
Once an update is shared, Range will distribute it to the relevant teams and teammates via daily email summaries, Slack team subscriptions, and Range’s Home feed.
Goals has been built to make it easier for you to more regularly review your team’s progress toward achieving its goals. You’ve read about a few of the locations where you can find updates, but there’s no place better than the individual page for a given goal. Here, you’ll find:
With our Goals tool, you can rest easy knowing your team is working on the right things. By connecting your team’s daily work to the goals and objectives intended to guide that work, Range ensures every team member is working with a complete picture (the same picture) and is equipped to create success.Log in or create a Range workspace today
If you’re looking to keep learning more about Goals and how to use it, take a look at our Getting started with Objectives help article.