Overview
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      Introduction to Goals

      Table of contents

      1. Introduction

                1.1. Key Performance Indicators (KPIs)

                1.2. Objectives and Key Results (OKRs)

      2. Why are goals important?

      3. Who is the module intended for?

      4. What can goals measure?

      5. What are the suggested use cases?

      6. What are the key features of the module?

      7. How does it work?

      8. Glimpse of the product

      1. Introduction

      Engagedly's Goals module helps individuals, teams, and organizations set, track, and achieve goals effectively. It improves clarity, alignment, and performance across the organization.

      1.1. Key Performance Indicators (KPIs)

      KPIs are measurable values used to evaluate progress toward specific goals. They help individuals and teams monitor performance, make informed decisions, and stay aligned with organizational strategies. Use KPIs effectively by aligning them with clear goals, specific objectives, and the organization's overall vision.

      1.2. Objectives and Key Results (OKRs)

      OKRs are a structured framework for setting and achieving goals. An objective defines what you want to accomplish, while key results measure how you will track progress toward that objective. OKRs help align goals, drive accountability, and improve clarity across the organization.

      There are two approaches for setting OKRs.

      • Top-down approach: Organizational objectives are cascaded to departments, ensuring alignment.
      • Bottom-up approach: Teams and employees create their OKRs and seek leadership approval, encouraging ownership and innovation. Learn more in the essential guide to OKRs.

      2. Why are goals important?

      Goals serve as a roadmap to success, providing direction, motivation, and focus. They help individuals and organizations clarify objectives, prioritize tasks, and measure progress. Setting clear and achievable goals can enhance productivity, keep employees motivated, and promote continuous improvement.

      Admins can use goals to track KPIs, monitor progress, and make data-driven decisions.

      Managers can set and track team objectives, support progress, and foster teamwork.

      Employees can set personal goals, track progress, and stay engaged with clear communication.

      3. Who is the module intended for?

      Engagedly's Goals module is intended for organizations and businesses of various sizes and industries. It is designed to help employees, managers, and leaders focus on personal and organizational development. HR professionals, managers, and team leaders can use it to set, track, and achieve goals effectively.

      4. What can goals measure?

      Admins can tailor goals to their organization's priorities and objectives. Goals can measure personal and professional life, including performance, growth, efficiency, and success. They help track progress and measure whether you are achieving your desired outcomes.

      5. What are the suggested use cases?

        • Support strategic planning: Assist leaders in setting, sharing, and tracking strategic goals across the organization.
        • Individual goal setting: Enable employees to set and track their individual goals aligned with organizational objectives.
        • Team goal collaboration: Foster teamwork by setting collaborative goals that align with organizational objectives.
        • Cross-functional collaboration: Encourage goal setting between departments to promote innovation and cohesion.
        • Real-time progress tracking: Track goal progress instantly, allowing timely updates and adjustments.
        • Project milestone setting: Set and track key project milestones to ensure timely and efficient completion.
        • Performance management: Link goal achievements with performance reviews to support objective evaluations.
        • Career development: Set long-term career goals for employees and track progress.
        • Objective alignment: Ensure individual and team goals align with the organization’s broader objectives.
        • Recognition and rewards: Connect goal achievements with recognition systems to motivate employees.
        • Succession planning: Leverage goal achievements to identify and develop future leaders.

      6. What are the key features of the module?

      • OKR framework: Set measurable objectives that align with business outcomes.
      • Real-time tracking: Track progress instantly using visual indicators, such as progress bars and percentage completions.
      • Alignment view: Understand how individual goals align with team and organizational objectives.
      • Collaborative goal setting: Encourage shared ownership with contributors, updates, and comments.
      • Flexible goal cycles: Set goals for various timeframes: quarterly, semi-annual, annual, or custom.
      • AI-driven OKR recommendations: Receive smart suggestions for objectives and key results based on role, function, or past data.
      • Goal libraries and imports: Use predefined templates and import goals from Excel or CSV files to accelerate onboarding.
      • Automated goal assignment: Automatically assign goals using predefined criteria.

      7. How does it work?

      • Configure settings: Admins can configure goal cycles, define organization-wide objectives, manage visibility, and align goal performance with employee evaluations.
      • Create a goal: Admins and CXOs create top-level goals. Department or business unit admins create respective department or business unit goals. Managers create goals for direct reports. Employees create individual goals.
      • Manage a goal: Creators, assigners, and owners can modify goals as priorities change.
      • Cascade a goal: Break down top-level goals into key results or sub-goals across teams and departments to maintain alignment.
      • Align a goal: Align individual or team goals to organizational objectives for strategic alignment.
      • Track progress: Employees update goal progress, while managers and admins monitor it using statuses: Not Started, On Track, Behind, and At Risk.
      • Collaboration and feedback: Employees collaborate, request feedback, and initiate discussions, while managers provide coaching and guidance.
      • Reporting and analytics: Admins and managers track goal performance using customizable reports by individual, team, department, and duration.

      8. Glimpse of the product

      Engagedly's Goals module is a unique offering that helps individuals and organizations set, track, and achieve their Goals more efficiently. By making goal management easier, it boosts productivity, motivation, and overall improvement.

      Discover the power of Engagedly's Goals firsthand: schedule a demo today and unlock the full potential of your organization!