Objectives
Objectives are used to break down the company's goals into departmental and team goals. The CMO and her team enter the objectives in Uptempo for the company level, for the Marketing department and for the team level. The team members who manage the investments assign the team-level objectives to the investments. This records whether and how the investments contribute to the achievement of the objectives.
The CMO and their team specify KPIs for each objective, creating meaningfulness to the objectives. These KPIs are maintained throughout the year by the team members assigned as owners to the objectives.
To reflect the priority between the objectives, the team reorders them accordingly in the respective columns.
Who Can Manage Objectives?
Users who have access to the Strategy tab and whose role has permission to edit the tab can create objectives and relationships. Note that only the owner of an objective can edit or delete it. This includes editing attributes, ownership, and key results.
How to Assign to Levels?
Objectives are created directly in the column of the corresponding level. Objectives cannot be moved between columns, for example, Corporate objectives cannot be moved to the Marketing or Team objectives columns and vice versa.
If Corporate, Marketing and Team headings are not aligned to your organization, you can change the column labels. Do this by clicking on the header and overwriting the text.
You can enter your objectives in all three columns. If this is too granular for your situation, enter the objectives in the Team column only or in the Team and Marketing columns.
Attributes
|
Attribute |
Description |
|---|---|
|
Title |
Name your target. Max. 100 characters |
|
Description |
The Description field is where you can provide more contextual information on different aspects of these goals. Use this area to describe your approach to reaching the objective, the people who may be required or anything to help you through the planning and implementation process. Max. 255 characters |
|
Owner |
The user who creates the objective is initially entered as the owner. Only the owner can change this assignment and hand-over the objective to another user. |
|
Enter Key Result |
This is the field where you can enter a key result. Describe as specifically as possible what measurable result you want to achieve. Max. 255 characters |
|
Target Date |
Set the date when the result should be achieved. |
|
Note: Only visible when a key result is created.
This is the place where you can provide status updates to the key results. We recommend to update regularly and clearly describe the situation. Also remember to indicate via the colored marker whether the result is On track, Potentially at risk or At risk. Max. 255 characters |
Next task
Once you have created your objectives, use Relationships to show how the objectives cascade.