Requires the following solutions to be installed:
- Key Performance Indicators (KPIs) (bba9c0fa-727a-42f2-a300-521ed1cf2b44)
Requires one of the following solutions to be installed:
- SAFe OKR (Objective & Key Results) (9ff3fb3c-e007-4f91-997e-ddd21ff4c3d9)
- Objectives & Key Results (OKR) (42d9f4f0-277f-49bf-be56-ea64b7af4db6)
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Solution Overview
Each portfolio has a set of Strategic Themes that connect the enterprise strategy to the Portfolio Vision. They reflect the intended business outcomes of strategy, investment, and portfolio vision. Formulating themes as Objective and Key Results (OKR) is the preferred approach for defining the primary high-level business outcomes. The entire set of results reflects the overall business intent of that portfolio. Therefore, OKRs are delivered or supported by the portfolio’s development value streams, individually or together. Consequently, OKRs are likely related directly or indirectly to KPIs
Let's say we have the following KPIs tracked by Value Streams or an organization:
- Account Renewals
- Lead Conversion
- Customer Acquisition
We collect KPI Measurements for these KPIs monthly and would like to see how we are progressing towards the goals. For 2023 we define one of our Strategic Objective or Theme as the following with measurable Key Results:
As we see these Key Results can simply be measured by KPI Measurements which we track in the respective KPIs.
The solution enables a connection between KPI solution and any of OKR solutions, so that you can track a progress of the defined Objectives based on KPI Measurements.
So now, when you create a new Key Result for an Objective, you can link this Key Result to a KPI (Indicator) which you'd like to progress on.
If a KPI is defined for a Key Result then its Result Type and Current Value matching the Period for the Key Result will be taken now from a KPI (Indicator) and KPI Measurements.
Solution Configuration
Make Current Value and Result Type custom fields system
After solution installation Current Value and Result Type for Key Results will be inherited automatically from the connected Indicator. So you have to mark Current Value and Result Type custom fields for Key Results as system and make Result Type custom field not required.
To update Current Value custom field:
- Open Settings -> Custom fields
- Find Current Value custom field for Key Results
- Click Edit
- Check System field checkbox
- Click Save & Exit button
Delete Current Value and Result Type custom fields from Key Result Quick Add
Because you don't need anymore to enter Result Type value for Key Results, you need to delete them from Quick Add. To do that:
- Open Settings -> Quick Add
- Select Key Result entity
- Remove Result Type field
Connect existing Key Results to KPIs (Indicators)
If you already had Key Results defined in the system, then to connect respective Measurements to Key Results, simply connect Key Results to the needed KPIs (Indicators). You can do it on a Key Result view. The Measurements from a respective Key Result's Objective Period will be automatically connected to the Key Result.
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Version 1.0
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