Creating key results provides a specific and measurable target to track progress, ensuring clarity, focus, and alignment towards achieving the desired goal.
With Mesh Goals 2.0, create measurable key results that align to your company objectives at the click of a button.
Note: Mesh allows Admins to set custom names for objectives and key results. Hence, your company may have set a different nomenclature for key results (such as “goals”, “methods” etc.) defined according to the company’s goal setting methodology. You can refer to this article to know more about setting customized goal setting methodologies on Mesh.
To create a Key Result,
Step 1: Select the Goals module from the Performance tab on the homepage.
Step 2: Click on the Add new button.
Step 3: Select Key Result.
The following form should open up.
Step 4: Provide a Title to your key result to add clarity and focus to its purpose and facilitate effective communication and tracking. Mesh recommends setting specific objectives that are relevant to company goals and which can be supported by measurable key results.
Step 5: Set a timeline to your goal to ensure they are time-bound and drive completion. You can choose between the various timelines defined by your organization in the dropdown that occurs on clicking on the Timeline field.
Step 6: Alignment of key results ensures cohesive pursuit of goals and vision. Align your key result with a parent objective or key result. Certain companies also allow key results to be created at Company level (without a parent goal).
Note: Depending on the goal setting methodology of your company, key results can be aligned either to other objectives, or to other objectives as well as key results.
To align a key result, click on the Alignment field.
A list of goals along with the team of owners and collaborators working on the goal would be shown. You can expand a goal to see their child goals as well.
Select the goal that you wish to align to. You can also search for a goal using the Search bar at the top of the panel.
Click on Realign to align your key result to the selected goal.
Step 7: Add owners to your key result by clicking on the Owner field. You can search and add multiple owners to a key result.
At this point, you can choose to either the save the key result, or dive into further details to define it at a more granular level. To save the key result, you can refer directly to Step 9 of this article.
To add further details;
Step 8: The other details for your key result are visible in the bottom half of the panel. These include the Visibility, Time Period, Collaborators, Level, Tracking type, Description, Tags etc.
Many of them carry certain default values to facilitate faster goal creation.
To change any of the same, click on the Change Details button.
Choose a Time-period within the Timeline to set a specific period within which you desire the key result to be achieved.
Configure the visibility of the objective in the Visibility section. You can choose to make the objective available for Public viewership (throughout your company) or Private viewership (visible only to Owners, Collaborators and their Managers).
Assign the objective to Collaborators (if any), who would ideally be people assisting the owner in driving the objective.
Choose the appropriate Tracking Type for your key result. You can set it as
- Independent
For key results which are tracked independently, and the owner/collaborator would manually check in progress on the same. - Dependent
For key results having their progress tracked as a sum or simple average of the progress made in their child objectives or key resultsNote: Key results can have Dependent tracking only when key result cascading is turned ON. To know more about cascading key results, refer to this article.
For instance, suppose you have a strategic key result as “Close 100 clients by the end of the quarter” having 2 child key results, assigned to your associate sales leads, as the task would be distributed among them.
In this case, you can set the tracking for the strategic key result to be dependent on the child key results as above, so that the progress would be automatically calculated for this strategic key result based on the check-ins made on its child key results.
You can also add Tags to the key result that helps you categorize it when viewed in congregation with other goals. To read more about adding and managing tags, refer to this article.
Finally, you can add a Description to the key result to add more context to the same.
Click on the Save button at the bottom right of the side panel to save your changes.
Step 9: In case you wish to save the key result,
- Click on the Save & Exit option in the bottom right of the main panel to save your key result.
If you wish to create more goals related to your key result, you can also click on the arrow at the end of the button to explore the following options:
- Save & Add Child Key result → Adds a child key result that aligns to this key result
- Save & Add Child Objective → Adds a child objective that aligns to this key result
- Save & Add another Key result → Adds another key result that is independent of this key result
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