In any organization, individual and team goals contribute to broader company objectives. To ensure alignment and transparency, platforms like Keka allow individual goals to roll up and reflect their progress in related company goals.
This feature simplifies performance tracking and provides a clear view of how individual contributions impact organizational success. Here's a step-by-step explanation of how this works.
1. Individual Goal Updates
When an employee updates the progress of their individual goal, the system reflects the change instantly. For example, if an employee achieves 50% of their target for improving sales efficiency, this progress is recorded under their goal's status.
Steps to Update an Individual Goal Progress:
- Navigate to the Performance (1) section, go to Goals (2), and select Me (3). Under Me, select your individual goal (4).
2. Update the progress by entering the new percentage or value in the goal's status window.
This simple update process ensures that individual achievements are accurately captured in real time.
2. Roll-Up of Progress
The roll-up mechanism connects individual goals to aligned company or department goals. When an individual goal contributes to a larger organizational objective, its progress automatically updates the linked company goal. This ensures that as individuals meet their targets, the organization's overall progress reflects these achievements.
How Roll-Up Works:
- Individual goals are aligned with company goals through a mapping process. Click the three dots next to the individual goal in the Action column and select the option to Align to a Goal.
- In the Align to a Goal window, choose the relevant company goal that you wish to connect your individual goal with. Save the alignment to establish the connection.
3. Update Progress and Status
- The next process is to go to the individual goal under Me.
- In the Progress tab of your selected objective, adjust the target line to update both the progress value and status. You also have the option to add a note for additional context regarding your goal's progress.
- A dialog box will open to allow you to input a new value for your progress. Enter the new value in the appropriate field. Use the dropdown to set the current status. Adjust the status based on your progress and challenges.
- Use the “Note” field to provide context or remarks on the progress.
- Click on Update to save your changes. A confirmation message will appear, and the objective's progress bar will reflect the new value.
- When an employee updates their goal, the system calculates its contribution to the parent goal based on predefined weightage or alignment settings.To do this, navigate to the Goals section, select Company, and locate the relevant company goal along with its associated sub-goals. You can observe that the progress of the company goal has been updated based on the status of the individual goal.
- The progress of the company goal is then adjusted accordingly.
- For instance, if "Improving Sales Efficiency" is aligned with the broader company goal of "Increasing Overall Sales Revenue," any updates in the individual goal will proportionally increase the progress of the company goal.
4. Visualizing the Progress
Progress can be visualized in two key sections:
- Individual Goals Dashboard: Displays personal progress, targets, and status updates.
- Company Goals Dashboard: Reflects overall progress, including roll-up contributions from aligned individual and department goals.
For example:
- If the individual progress for "Improving Sales Efficiency" reaches 62%, this increase is reflected in the related company goal, "Increase Overall Sales Revenue," based on its alignment.
Benefits of Roll-Up Progress
- Transparency: Everyone in the organization can see how their work contributes to larger goals.
- Alignment: Ensures that individual and team efforts are strategically aligned with organizational priorities.
- Motivation: Encourages employees to achieve their goals by demonstrating their direct impact on company success.
Conclusion
The roll-up of progress in goal management platforms fosters alignment between individual efforts and company objectives. By connecting goals and automating progress updates, organizations can efficiently track performance and focus on achieving strategic priorities. This seamless integration ensures that every contribution, no matter how small, plays a part in driving overall success.