How do I create & delete objective alignments?
- Annu
Types of objective alignment
For every objective, there are two types of alignments - contributes to, receives contribution from.
Both alignments can be added from objective details page. Receiving contribution alignment can also be created from hierarchy view, whereas contributes to alignment can be created while you create a new objective.
Contributes to
Contributes to means, the current objective is contributing to the progress of other objective/s.
Receives contribution from
Receives contribution from means, current objective is receiving the contribution from progress percentage of other objective/s.
Note that one objective can contribute to only one objective, thus you may come across an error something to this effect. But one objective can receive contribution from multiple different objectives. So eventually when you've created all your OKRs - the entire structure should be somewhat similar to a pyramid.
Depending on the level of current objective, possible options for alignments are identified. i.e. a company objective can contribute to only a company objective whereas an individual objective can receive contribution from only an individual objective. Also, any alignments that end up in circular dependencies are not allowed. One can search for an existing objective to create alignment.
Create an objective alignement
Steps to create alignment of existing objective
- Open the objective you want to align
- Select the relevant alignment type (contributes to/receives contribution from)
- Select the level of the objective
- select relevant objective from the dropdown
- Define weightage and save
Create contributing alignment while creating a new objective
- Click on add objective and add all necessary details of your new objective
- In the contributes to section, on the same pop-up
- Select relevant objective from the dropdown
- Define weightage and save
While creating a new objective you can only create contributing to alignment.
Create new objective while creating an alignment
While creating contributes to or receive contribution from, you can create a new objective if existing objectives are not the ones you want to align. Click on create new link below level field on contribute to/receive contribution from pop-up & create new objective.
Deleting an alignment
Alignments can be deleted by clicking on trash icon (highlighted below) from alignment section on objective detail page. Deleting an alignment will result in recalculation of progress percentage.