ClearPoint Strategy provides a goal-setting framework called OKRs (Objectives and Key Results) that helps organizations prioritize their goals. In this article, we will help you navigate Goals with ease.
My Goals (My OKRs)
Select Goals from the Control Panel
My Goals
My Goals will display all the OKRs assigned to the user
My Direct Reports
My Direct Reports will show all the users who report to you and their OKRs.
The manager must be assigned from the user profile
My Department
My Department will provide a view of any users in your department and their OKRs.
The department must be assigned from the user profile
Goals (OKRs)
Select Goals from the Control Panel
By Individual
By Individual will show a list of all users in the account with OKRs setup grouped by user.
By Manager
By Manager will display a list of all OKRs grouped by Manager.
By Department
By Department will show a list of all OKRs grouped by Department.
By Scorecard
By Scorecard will provide a list of all OKRs grouped by Scorecard based on what elements the OKRs are linked to.
Goal Trees (OKR Trees)
Select Goals from the Control Panel
By Individual
By Individual will show a tree breakdown based on the individual OKR.
By Manager
By Manager will display a tree breakdown based on the Manager grouping of OKRs.
By Department
By Department will show a tree breakdown based on the Department grouping of OKRs.
By Scorecard
By Scorecard will provide a tree breakdown based on the Scorecard grouping of OKRs.
Important:
Follow these steps to configure the Visibility of a Goal (OKR).
Select Goals from the Control Panel
Click on My Goals
Click on the three dots icon next to the Goal you are going to be working with
Select Edit Goal
Navigate to the Goal tab
Select the Visibility setting of your preference from the dropdown menu
Once you are done with your changes, click Save
