How does top down alignment work in Profit.co?
Category: OKRs
In Profit.co you have two types of top-down assignment options,
- Assign as Objective
- Assign as Key Result/Sub Key Results
Why this feature?
- This feature provides an option for c-level executives to assign high-priority goals as objectives to departments or individuals.
- If the key result or objective is not a high priority to the assigned user/department, you can use the second approach and make them progress the key result or create any subkey result for it.
Step 1
Navigate to OKRs → All OKRs from the left navigation panel and create a Key Result using the Form option for the required Objective.
Under the Cascade approach, Choose either Assign as Objective or Assign as Key Results/Sub-key Results.
For instance, if the C-level executive wants to improve reputation through social media, he can Assign this Key Result as an Objective to the Marketing department.
The assign key result as an objective approach is used when they want to give high priority and come up with their own initiatives as key result to achieve the objective.
To assign this Key result as an Objective to the Marketing department, Click on + sign Assignees and select the department.
Then, click Create.
Similarly, For instance, The Assign Key Result/ Sub-Key Results approach is used when the department/individual is already working on multiple initiatives and needs to additionally work on this key result and progress. If they want to create sub key result and cascade down further they can do that using this approach.
To assign this Key result as a Key Result/Sub-Key Result to an Individual, Click on Assignees and select the Individual.
Then, click Create.
Note: If the assignee deletes the assigned Objective or Key result it won’t be deleted on the Owner’s side.
Related Answer Post
To learn the difference between alignment and assignment, click here.
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