User Experience

Objective Privacy

Privacy is very flexible in the objectives framework. There are four ways to configure privacy for objectives and key results. The first is as above, the HR configurations in company settings.

The second is an individual setting. You can make your individual objectives private by clicking the three dots at the top of your objective and selecting "Make Private". This will also update all the Key Results of this objective to be private. Keep in mind this objective will still be visible to your managers and HR.

The third option is to use the "Hide Key Results" feature. This is only visible to a team leader, and is best utilised when assigning a key results to different members of team. This is what it looks like from a team leader's perspective:

While it will look like this as a team member.

Instead, the key result will appear as a personal objective aligned to the team objective.

Finally, the fourth way to configure privacy is when assigning multiple team members to the same key result. This will be an option when creating a key result.

Here, I'm setting up a key result that will have multiple contributors, tracking their progress individually. At the assign contributors step, make sure you check the "Hide contributors individual progress from each other?" box.

This is what it will look like for the contributors:

The Objectives Tiles

Objectives are displayed on several different tiles throughout Crewmojo. Personal objectives populate the green tile, team objectives show up on the relevant team's tile, and company objectives have their own light blue tile.

Only HR and specified managers can edit company objectives. In the same way, only team leaders can edit team objectives.

Creating an objective

First, let's create a personal objective. Click on "add...' below the list of objectives and give your objective a name.

Your objective will appear on the list. Click on it to open it.

There are a couple of key things we need to do to operationalise this objective. First, we need to set the timeline for the objective. To do this, click the dropdown just below the upper of the two bars.

This will give you a number of current period options or the option to set a custom deadline.

Next, the essence of goals in Crewmojo is setting Key Results.

Key Results

Key results define the way goal progress is measured, tracked and assigned. In Crewmojo, the essence of a goal is in its key results. To add a key result, click "add key result". A new box will appear to configure your key result.

Title your key result and change its timeline if necessary. By default the timeline will be whatever the objective's timeline is. For now we'll leave the two tick-boxes unchecked, we'll explore these later. Click next.

Now we set the measurement of the key result. There are four options to choose from:

• Achieved or not - simply tick off the key result once it is achieved

• Number - set a target number and track your progress towards it

• Financial - set a target monetary value

• Percent - set a target percentage

For this example, I've selected a target number. Enter your target and if you'd like, a label word to clarify what the number represents. By clicking on "More options...", you can change the starting number (bottom end of the scale) and the current number. Most of the time these are irrelevant. Click next and save.

To change your progress on the key result, click on the bar. If the measurement you specified was the binary completed/not completed, a box to check will appear here instead.

Click on "Contributing" below the progress bar to toggle whether the key result contributes to the overall progress of the key result. Next to this option you can also change the timeframe.

Just to the left of the three dots, the owner of the key result will show. Click on the owner to assign humans or teams to the key result.

The three dots on the right of the key result gives you several options:

• Assign - if you have permission, you can assign humans or teams to your key result to give them responsibility. You can also split responsibility between these people/teams. We'll get into this further down.

• Measurement - change the measurement of the key result.

• Target Date - change the timeframe of the key result.

• Tags - tag the key result. Great for keeping results categorised over multiple business functions/areas.

• More - advanced options, including cloning and deleting the key result.

Deriving Objective Completion

Underneath the lower of the two bars up the top (the completion bar) there is a dropdown labeled "Derived". This dropdown allows you to choose how the objective's progress is measured based on the key results. The options are:

• Equal weight of key results - each key result contributes equally to the objective's completion. For example, if you have four key results, each will hold a 25% weight in the calculation of that objective's completion. A binary key result will therefore be contributing either 0% or 25% of the overall objective's progress, depending on whether it is completed.

• Sum of number (#) key results - good for the example above, the objective will tally the total of all the key results with number measurements, and base the progress on that target. As a result, all key results that are not measured by number will not be able to contribute to the progress of the overall objective.

• Sum of financial ($) key results - same as above, but for financial key results, not number ones.

Goal alignment

Below the key results section, there is an alignment section. Click on "Align".

This will bring up a list of objectives within the company, with company ones in light blue and team ones in purple. Chances are it's a long list, so I'd recommend searching to find the one(s) you want. Once you have selected the objective(s) you want, you can configure whether your objective will contribute to it. Click done.

Now that your objective is aligned, it will show up as a key result of the aligned objective.

OKR Tracking

Going back to those two tick boxes from earlier, let's look at a use case where you want to assign multiple contributors or track progress over smaller periods at a key result level. We'll do this through the lens of creating a team key result. Start by going to a team objective and clicking "add key result". The first few configurations are as normal, but when you check "Track progress over the *timeline* in smaller periods" and "Assign multiple contributors?", additional configurations pop up.

First is the tracking period. This is the interval with which the progress will be tracked. This can be as short as weekly.

Second is toggling whether the contributors are tracked individually or share responsibility. If you track them individually, you can assign them different proportions of the key result and choose whether to hide their progress from each other. If you choose to have them share responsibility, you are assigning all the contributors one value they can contribute to.

Click next.

Now choose your contributors to the key result. If you're tracking them individually, here you have the option to hide their progress from each other.

Click next.

The measurement configuration is now more complicated. First, choose a measurement type as before. If you choose a number/financial/percentage, you now have several ways of configuring it. First, choose if you want the progress each tracking period to be reported as an average of the contributors' contributions, or the total of all their contributions.

Second, decide how responsibility will be divided. The first option splits your total target equally across all the contributors and months. This is the simplest option. The second option allows you to set a consistent target for each contributor each month. The last option gives you total flexibility, allowing you to set each contributor's target for each seperate month.

Click next to see a preview of how you have configured this key result, then save. Now the objective should look something like this:

Additional Options

At the top of each objective, there are the three dots that offer more options.

• Align - align to another objective, as discussed above

• Assign - assign humans or teams to the goal, also gives you the ability to split value as above

• Measurement - change the objective measurement

• Target date - change the objective timeframe

• Archive - when you're done with an objective, it's best to archive it. It won't show up on your objectives tiles, but can be referred back to later if ever needed

• Make private - if you have not shared key results or ownership, you can make personal objectives private so only you can view them

• Tags - tag objectives, as with key results

• More - delete, clone, or view the activity of objectives. Here you also make an objective non-alignable.