Hello, everyone 🖖
Are you ready for another Use Case discussion? Today, let’s talk about business goals 🎯
You may remember we discussed Goal and OKR (Objectives and Key Results) management previously on the Community, and today’s topic is related to that. The template we’re discussing now can be a good starting point for any team that is considering moving your goal and/or OKR management to Wrike. There’s also a more advanced template for Objectives and Key Results that we are going to cover later 👍
- Use Case: Business Goals.
- Can be used by: Any team.
- How to launch: From the space creation dialogue.
- Functionality used: Folders, projects, tasks, a custom field, a report, a dashboard, a calendar.
- What’s inside: A Business Goals folder, projects representing each goal, tasks representing objectives, subtasks representing key results; an OKRs by Team folder, a Business Goals report, an Objectives calendar, an OKRs by Team dashboard.
- Additional resources:
- How to Set Successful Company Goals in Wrike blog.
- How to organize goals and milestones in Wrike in Wrike blog.
- Top Tips for Setting Team Stretch Goals in Wrike blog.
- 801 Objectives and Key Results - a Wrike Discover course.
The first folder in this template is there to store and manage your organization’s business goals. In this folder, there are several projects that represent them. Inside each project, there is a task for an objective that needs to be completed in order to achieve a goal. There can be multiple objectives for each goal. The objectives can include several KRs (key results).
This is an easy and logical structure that gives an overview of what needs to be achieved and how. In terms of org structure, it helps distribute work efficiently too - for example, goals can be managed by the VP level executives; management can be in charge of objectives, and teams or individual contributors can own key results.
The second folder in this template holds the same information, but it’s structured differently. The OKRs here are set up by teams, and inside each team, by quarters. It gives a different perspective and is an easier way to manage objectives and key results for teams and individuals.
This template also comes with the tool’s section that includes a Business Goals report, an Objectives calendar, and an OKRs by Team dashboard.
How do you manage goals in your organization or team? Is it a process similar to how this template is built-out, or do you have a different one? Please share below!
Lisa Wrike Team member Become a Wrike expert with Wrike Discover