Manage objective cycles

Background

Although every organization has different kinds of objectives depending on their vision and industry. One thing that is common to all is that - all their objectives/goals are planned within a set duration.

Success is defined by the ability of the team to execute these within the pre-decided time frame. In UpRaise, objective cycle is necessarily a time frame that lets you organise objectives. Objective cycles act as containers for all levels of objectives.

At the time of UpRaise installation, 4 quarterly objective cycles are inserted by default. You can edit/delete them & create new cycles as needed.

One can add any level of objectives in existing objective cycles. In case, if you have a certain objective with longer durations you can create a separate objective cycle for such objectives. This typically happens with company objectives, example - some company objectives are usually defined over a longer period of time as compared to the team & individual objectives. In such cases, you can create separate objective cycles with longer durations and add relevant objectives to these objectives.   

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Create objective cycle

• Navigate to ‘OKR’ >> ‘Cycles’ >> 'Add objective cycle'

• Add ‘Title’, ‘Start & End dates’, ‘Description’

• Select ‘Grading type’ & make necessary changes if needed

• Click on 'Save'

Grading types

Once the ‘End date’ of objective cycle is passed, objective cycle & all the objectives within the objective cycle automatically turn to ‘Ready for grading' status if you have selected grading type as 'Opinion scale/Radio buttons'

Opinion scale

When this grading type is selected, you can grade your objective on scale. This scale is customizable and can be set on any scale between 0-10.

Radio Button

This is another way of grading your objectives. You have complete flexibility over what are going to be your grading options. You can add minimum 2 & maximum 5 grading options.

None

If you do not wish to grade your objectives then you can select ‘None' option. When the objective/objective cycle’s due date is passed, objective status will be auto updated to ready to close.

Edit objective cycle

• Navigate to ‘OKR’ >> ‘Cycles’

• Click on the objective cycle that you want to edit

• Click on ‘pencil icon’

  • You cannot edit grading types of objective cycles that are in ‘Closed/Ready for grading’ status.

  • Make necessary changes and 'Update'

Delete objective cycle

• Navigate to ‘OKR’ >> ‘Cycles’

• Click on the objective cycle that you want to delete

• Click on ‘trash icon’

  • Once you delete the objective cycle, all the objectives within that objective are also deleted

  • There is no way to retrieve data once it has been deleted

Objective cycle statuses

Scheduled

While creating an objective cycle, selected start date is in future, then it is added to ‘Scheduled’ Status. Any objective/s added to such cycle/s is are also added to scheduled status.

Active

Once the objective cycle start date is reached, cycle is set to ‘Active’ status. All objectives contained in this cycle are turned to ‘Ready’ status.

Ready for grading/Ready to close

When the objective cycle end date is reached, cycle status is changed to ‘Ready for grading (if one of grading options is selected)/Ready to close (If grading is set to 'None')’. All corresponding objectives (which are not yet in ready for grading/closed/abandoned status) are also set in 'Ready for grading/ Ready to close' status & they can be graded &/or closed.

Closed

Once the cycle status is ‘Ready for grading', an option to mark the cycle as 'Closed’ will appear. This action has to be taken manually.

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