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To create a new objective, go to the Performance and then Objectives list in the left menu in Manage.

  • Press the +New button to open the form.

  • Fill in Title.

  • If this is a new overarching goal, you do not select an overarching goal in the form. If this is a sub-goal, choose which overarching goal it belongs to.

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Actions describe specific measures that the organization takes to achieve a goal. If our goal is to increase the customer satisfaction score by 2 points over the course of a year, it would be natural to create one or more actions to make customers more satisfied. It could be to reduce the price of the product, improve product quality or offer better service. You create actions after you have created a goal. You must save and close a goal and reopen it in edit mode to create an action.

Indicators

When you create a new goal, you must describe an indicator. Choosing an indicator is important and it is often a bit of work to find an indicator that is measurable and gives you the information you need. An indicator must be unambigious.

Measurements

Register new measurements under the "Measurements” tab when in edit mode in an objective:

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Click on "New measurement", choose whether you want to inherit Organization and/or Process from the target and click OK

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Fill in the measurement and save.

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