An overview of Mooncamp’s customizable rule system for Goals and OKRs
Objective
, Key Result
or Initiative
.
For each of these goal types you can define specific rules, e.g. that Key Results
may only be aligned to Objectives
, or that all Key Results
must have an Owner
.
Company Objective
may only contribute to Strategic Pillars
Strategic Pillars
may not be aligned to other goal types (i.e. they are always at the top)Team Objective
may only be aligned to Company Objectives
Key Results
may only be aligned to Company Objectives
or Team Objectives
Initiatives
may only be aligned to Team Objectives
or Key Results
Owner
or Team
, can be marked as required fields.
Key Result
that it can only be aligned to Objectives
, then first click on the relevant goal type.
A window opens in which all goal properties are listed. Now click on Parent Alignment
.
Parent Alignment
property of the goal type Key Result
will open. Under the item Can be child of
, the goal type Objective
can now be selected, all other goal types should be deselected.
Key Results
can now only be aligned to Objectives
.
!
) from now on. Furthermore, only allowed goal types will be available for selection when creating subgoals.Strategic Pillars
should not have a measurement type (None
), so there should be no progress measure associated with the goal typeObjectives
should have only Aggregation
as a measurement typeKey Results
may have any measurement type except Open/Done
Initiatives
can only have the measurement type Open/Done
Progress
. Under the item Measurement
, the allowed measurement types can be selected.
Pro
or Enterprise Plan
. Contact our sales team to learn moreEnterprise Plan
you can mark properties as required fields for each goal type. If, for example, Key Results
should always have an Owner
, then click on the goal type Key Results
in the list, select Owner
and mark this as a required field.
Pro
or Enterprise Plan
. Contact our sales team to learn more