Jüulio™ provides a structured way to manage organizational goals through the effective use of Objectives and Key Results (OKRs). This tutorial will guide you through the process of adding objectives, key results, and managing them effectively within your organization using Jüulio™.
Accessing the Goals Function
- Navigate to Goals: Log into your Jüulio™ account and select the ‘Goals’ section from the dashboard. This area is specifically designed for goal management.
Adding Objectives
- Initiate Objective Creation:
- Add Objective: Click on the “Add Objective” button.
- Define the Objective: Input the objective’s name and description. Specify the timeframe for the objective, which can be set as annual, quarterly, or for each quarter.
Setting Up Key Results
- Add Key Results to Objectives:
- Click on ‘Add Key Result’: For each objective, you can add multiple key results that define how success will be measured.
- Key Result Details:
- Name and Description: Enter a name and a detailed description of what the key result intends to achieve.
- Type of Key Result: Specify whether it is a numerical key result, tied to a KPI, or a task-related result.
- Currency: Indicate if the key result involves financial figures (true or false).
- Target Value: Set a specific target that needs to be reached, such as the number of visitors, customer sign-ups, etc.
- Initial Value: Record the starting point from which progress will be measured.
- Assigning Ownership:
- Owner and Lead: Assign an owner and a lead person for each key result from the employee list. These roles are responsible for driving and tracking progress.
- Deadline Setting: Choose between a hard deadline, a custom deadline, or a soft deadline for each key result.
Managing and Updating Key Results
- Monitor Progress:
- Update Key Results: Regularly update each key result to reflect current progress.
- Edit Details: If necessary, key results can be edited to adjust targets, extend deadlines, or reassign responsibilities.
- Viewing Key Results: Click on a key result to view detailed progress, including a graph that illustrates progress over time.
- Additional Features for Key Results:
- Percentage Weight Types: Specify how much weight each key result carries towards the overall objective.
- Grouping and Filtering: Organize key results by groups and apply filters for easier management.
Viewing Overall Objectives
- Assessing Objectives:
- Overall View: At any point, you can view all objectives set for the current timeframe, reviewing their overall status and alignment with organizational goals.
Conclusion
Managing goals in Jüulio™ using OKRs helps organizations maintain focus on strategic priorities, driving performance and alignment across different teams and departments. By following this tutorial, you can effectively set up, track, and manage objectives and key results, ensuring your organization stays on track towards achieving its goals.