Creating Objectives

The CMO and his team have set the objectives and corresponding key results for each necessary level. These objectives are now created in the Strategic Planner.

  1. Click > Strategy.

  2. On the Strategy tab, enter your objective in the text box at the top of the corresponding column.

  3. Click the Add Objective button denoted by the + sign or press Enter on your keyboard.

    4. The objective card is displayed at the top of the column.

  4. Click the objective card.

    5. The Objective Details panel is opened.

  5. Add an Objective description on the side panel by clicking on the objective.

  6. For every key result:

    1. Enter the name of the key result.

    2. Enter a target date by which the key result should be achieved.

    3. Click the Plus icon at the right end of the Key result line.

      4. The key result is created.

    Note: An objective can be associated with a maximum of 5 key results.

  7. If necessary and possible, change the owner.

  8. Close the panel by clicking the X in its top right corner.

The objective is added and you have edited the essential attributes.