This report aims to support Upper Managers in reviewing how well teams align their OKRs to the Top Level OKRs and KPIs, and if all OKRs & KPIs are adequately supported.
What to expect
The Management Planning Summary aims to enable the organizations to:
- Identify for each top level team OKR and KPI how much support it receives from sub-teams.
- Identify how aligned the organization to top level priorities and spot missing support.
- Learn about the customer centricity and data-driveness of OKRs across the Top Level Team unit.
When to use it
The report is best consumed after teams and departments have drafted and aligned their OKRs, and before the cycle is kicked off. The main use case of the report is for Upper Manager and their representatives to:
- Review OKR and KPI alignment
- Identify unaligned teams/okrs/resources
- Improve process metrics
Filters in this report
Cycle:
Always shows the 'Current Cycle' and the upcoming cycles. With this filter, you can filter all insights on this dashboard by the desired cycle.
Top-Level Team:
In this filter, you can see Teams that have at least one sub-team of your organization. Based on the Top Level Team selection you make in this filter, all insights on this dashboard will be calculated only for this Top Team, its OKRs & KPIs, and its sub-teams with at least one OKR.
Top-Level Team Hierarchy:
Facilitates easier selection by filtering the teams in the Top Level Team Name filter based on their hierarchical level within the organization.
Alignment of:
The selection made in the filter enables the insights in the Dashboard to be organized and calculated based on alignment with 'OKR', 'Team', or 'Capacity'.
Alignment Relationship Type:
In the 'Alignment on OKRs' section, it covers cases where support is provided directly through a goal or indirectly through support for another goal that then directly supports the original goal. With this filter, you have the flexibility to filter alignment by level of direct, indirect 1 and indirect 2. By default all are selected.
e.g.
Directly: Goal A --> Goal B : Goal A directly supports Goal B.
Indirectly 1: Goal C--> Goal A--> Goal B : Goal C indirectly(1) supports Goal B.
Indirectly 2: Goal D--> Goal C--> Goal A--> Goal B : Goal D indirectly(2) supports Goal B.
As for the 'Alignment on KPIs' section, it covers cases where support is provided through a linked goal or directly & indirectly through support from another goal supports the linked goal. Since the support here is primarily based on the linked goal, we recommend keeping the KPI <> OKR option always selected in this filter and making choices for direct and indirect options as per your preference.
e.g.
KPI <> OKR: Goal A <> KPI X : Goal A linked to KPI X. So, Goal A supports KPI X by default.
Directly: Goal B --> Goal A <> KPI X : Goal B aligned to Goal A. So, Goal B directly supports KPI X.
Indirectly 1: Goal C --> Goal B --> Goal A <> KPI X : Goal C aligned to Goal B. So, Goal C indirectly(1) supports KPI X.
Indirectly 2: Goal D --> Goal C --> Goal B --> Goal A <> KPI X : Goal D aligned to Goal C. Goal D indirectly(2) supports KPI X.
Important Notice
- Only public (not private) and active/draft (not deleted) OKRs, as well as active Teams, are taken into account.
- Since insights are presented through Alignment, sub-teams with at least one OKR are taken into account.
- In the calculations, the alignment status of the Top Level Team OKRs (excluding the Organization) among themselves is also taken into account.
Metrics in this report
This report consists of two main sections;
Alignment on OKRs: This section provides various insights ranging from an overview to detailed insights, based on the support given to the Top Level Team OKRs.
Alignment on KPIs: Similarly, this section offers various pieces of insights, ranging from an overview to detailed insights, based on the support given to the Top Level Team KPIs.
Alignment on OKRs | KPIs
In this section, you can find the insights under 3 headings;
- Alignment Index
Donut Chart:
Based on the selected Cycle, Top Level Team and Alignment of from the filters, it shows what percentage of the total OKRs/Teams/Capacity of both the Top Level Team and all teams underneath it in the respective cycle are supporting the Top Level Team's OKRs | KPIs.
Process Metrics:
- Customer-centric: If the 'Customer' tag was used when creating the OKR during the drafting process, that OKR is classified as Customer-centric.
- Metric-driven: For an OKR to be classified as metric-driven, all its Key Results (KRs) must be defined as metrics.
Detail Page:
Here, you can access different lists where you can deep-dive into this insight;
Unaligned | Not Linked Goals
Based on the selected Cycle and Top Level Team from the filters, it lists the Goals of both the Top Level Team and all teams underneath it are not supporting the Top Level Team's OKRs | KPIs.
Aligned Goals | Linked Goals
Based on the selected Cycle and Top Level Team from the filters, it lists the Goals of both the Top Level Team and all teams underneath it are supporting the Top Level Team's OKRs | KPIs.
Customer-Centric Goals
If the 'Customer' tag was used when creating the OKR during the drafting process, that OKR is classified as Customer-centric. Based on the selected Cycle and Top Level Team from the filters, it lists the customer-centric goals of this top-level team and all the sub-teams in its org-hierarchy.
Not Customer-Centric Goals
Based on the selected Cycle and Top Level Team from the filters, it lists the not customer-centric goals of this top-level team and all the sub-teams in its org-hierarchy.
Metric-Driven Goals
For an OKR to be classified as metric-driven, all its Key Results (KRs) must be defined as metrics. Based on the selected Cycle and Top Level Team from the filters, it lists the metric-driven goals of this top-level team and all the sub-teams in its org-hierarchy.
Not Metric-Driven Goals
Based on the selected Cycle and Top Level Team from the filters, it lists the not metric-driven goals of this top-level team and all the sub-teams in its org-hierarchy.
Capacity Manager Activated Teams
Based on the selected Cycle and Top Level Team from the filters, it lists the goals of this top-level team and all the sub-teams in its org-hierarchy who have the Capacity Manager Feature enabled.
Capacity Manager Not Activated Teams
Based on the selected Cycle and Top Level Team from the filters, it lists the goals of this top-level team and all the sub-teams in its org-hierarchy who have not the Capacity Manager Feature enabled.
Capacity Allocated Teams
Based on the selected Cycle and Top Level Team from the filters, it lists the goals of this top-level team and all the sub-teams in its org-hierarchy who have allocated their capacity.
Capacity Not Allocated Teams
Based on the selected Cycle and Top Level Team from the filters, it lists the goals of this top-level team and all the sub-teams in its org-hierarchy who haven't allocated their capacity.
Teams Allocating Capacity to Top Level OKRs | KPIs
Based on the selected Cycle and Top Level Team from the filters, it lists the goals of this top-level team and all the sub-teams in its org-hierarchy who have allocated their capacity to Top Level Team OKRs | KPIs.
Teams Not Allocating Capacity to Top Level OKRs | KPIs
Based on the selected Cycle and Top Level Team from the filters, it lists the goals of this top-level team and all the sub-teams in its org-hierarchy who haven't allocated their capacity to Top Level Team OKRs | KPIs.
- Alignment Index per Sub-Team
Bar Chart:
Depending on the selected Cycle and Top Level Team from the filters, it shows the percentage of each team's OKRs/Teams, for both the Top Level Team and all teams underneath it, that support the Top Level Team's OKRs | KPIs.
If Capacity is selected from the Alignment of filter, it shows the distribution of the capacity that the teams allocate.
Detail Page:
The detail page here varies according to the Alignment of filter. If OKRs or Teams are selected in this filter, it redirects to the same detail page as 'Alignment on OKRs | KPIs’. If Capacity is selected, based on the selected Cycle and Top Level Team from the filters, you can see in detail how much of the Top Level Team/Sub-Teams' current capacities (100%) are allocated and in which areas this capacity is distributed.
3. Alignment Distribution on Top Level OKRs | KPIs
Bar Chart
Based on the selected Cycle and Top Level Team from the filters, on the left side it lists the OKRs of the Top Level Team. The bar charts on the right-hand side show the total number of goals/teams/capacity that support these Top Level Team OKRs | KPIs based on Alignment of filter selection, provided by both the Top Level Team and the teams underneath it.
⚠ You can drill down the list as follows to see the support given to Top Level Team Objectives at KR level on Alignment Distribution on Top level OKRs view:
1- If you hover over any Top Level Team Objectives on the list, a '+' sign will appear to the left of the Top Level Team Objectives title.
2- You can view the KR level support by clicking on this '+' sign . Similarly, if you want to return to the Objective level, just click the '-' sign.
Support from
Using this filter on the top right, unlike other insights in this dashboard, in this analysis, you can see the support for Top Level Team OKRs | KPIs from any team other than the current organizational hierarchy. There are two options in the filter:
1- Sub-unit: It considers the Top Level Team and its Sub-Teams in its organization's hierarchy for support given to selected Top Level Team OKRs | KPIs.
2- Out-of-unit: It considers only teams outside the Top Level Team's organizational hierarchy for the support given to selected Top Level Team OKRs | KPIs.
Detail Page:
Based on the selected Cycle and Top Level Team from the filters, you can see detailed information about Objectives/Teams/Capacities that support Top Level Team OKRs | KPIs.