Aligning and cascading goals

If you're using OKRs, you likely have a structure with multiple layers of goals. Ex:

馃搧 Company OKRs

路路路路路路路|- 馃搧 Department OKRs

路路路路路路路路路路路路路路路路路|- 馃搧 Team OKRs

Tability will make it easy for you to replicate the structure above and ensure that goals are aligned throughout your org. The platform embraces an approach that reduces friction and minimises the amount of work for your team.

With Tability you will be able to:

  • See how plans aligned in the Strategy Map
  • See how outcomes/KRs cascade in the Cascading Map

See how plans aligned with the Strategy Map

You can use plans and sub-plans to create your layers of goals and OKRs in Tability.

Organising your company, department, and team OKRs in a tree structure will allow Tability to display a complete Strategy Map where you can quickly compare the content of the plans of your different teams.

How to create your own Strategy Map:

  1. Create a top-level plan for your company OKRs
  2. From there, create sub-plans, for the different departments and teams
  3. Optional: click on the plan icon to change it with something recognisable

At that stage your Plans section should look like this 馃憞

Now you can simply click on the Strategy Map link in your sidebar to see all your plans in a map view.

This view makes it easy to compare the general direction of your teams and see at a glance when things are getting off-track.

鈩癸笍 The Strategy Map only displays plans that are in progress or that are starting at a later date. It will automatically be updated when a new cycle starts!

See how goals cascade with the Cascading Map

You can go one step further and create direct relationships between your outcomes/key results. Once connected, you can see a cascading view of your goals by going to a plan and accessing the Cascading Map view for that plan.

The Cascading Map view will show you all the outcomes/KRs in that particular plan, as well as their dependencies.

Here's how you can re-create a similar view in your workspace.

  1. Organise your OKRs in layers using plans and sub-plans (see previous section)
  2. Click on a specific KR that you want to connect to a parent or dependency
  3. In the right side of the KR panel, click on "Add relationship"

  4. Use the form to add a parent or a dependency.

  5. Repeat that operation with all the KRs that need to be connected (each team can do this quickly for the KRs they own).
  6. Once you're done, go to the top-level plan, and click on the "Map" tab to load the Cascading Map

That's it! The cascading map will load 2 levels of KRs by default, but you can further expand any key result that has dependencies.

Some notes about the plan Cascading Map:

  • The cascade will always start with the current plan. For example, a displaying the cascading map of a sub-plan will not load the plan parent.
  • Start with a top-level plan to visualise cascading dependencies through your org.
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