What is a Goal Cycle?
Goal cycle is an add-on feature of Goals to help manage Goals and OKRs effectively. Goal cycle gives you the flexibility to assign goals and OKRs to pre-defined processes such as quarterly (Q1 2020) or yearly cycles. It provides an additional layer of direction for teams that might want better guidance and more streamlined processes.
Create a Goal Cycle
Admins will be able to create Goal Cycles in the platform. The entry point is in the Goals screen.
Each Goal Cycle will have the following attributes:
Name of the Goal Cycle, i.e. Q1 2020
Description of the Goal Cycle, i.e. Goals and OKRs for Q1 2020
List of participants in this cycle. Admins can either select all users of the platform, or select specific users or teams.
Goal Cycles have 3 main events in their timeline:
During this phase, users can create goals that will be assigned to this current cycle. Goals can be edited freely, but no updates can be made to their progress.
During this phase, goals cannot be assigned to this cycle (this can be overridden by a setting). Goals can be edited and their progress can be updated.
This marks the end of the cycle. Admins can select a setting to automatically archive goals that were part of the cycle, thus preventing any further updates on the goals.
Automatic notifications will be sent to all participants at the following periods and with the following conditions:
- When the Drafting phase begins:
- Notify all participants that they can now create goals for this cycle
- 7 days before the end of the Drafting phase:
- Notify all users without goals
- Notify managers to approve managed goals
- 7 days before the end of the Active phase:
- Notify the admins
- Notify all participating users to update their goals
Finally, admins will also be able to select a few settings for the cycle:
- "Automatically freeze goals when the cycle becomes Active."
When a cycle becomes active, users can no longer create new goals or edit existing goals. Only admins can attach goals at this stage.
- "Automatically archive goals when the cycle Ends."
When a cycle ends, automatically archive all the goals of that cycle, thus preventing any further updates on the goals.
Note: Admins can always edit goals no matter the settings of the cycle.
Create a Goal within a Goal Cycle
If a goal cycle is active and a user that participates in that cycle creates a goal, that goal gets automatically assigned to that cycle except in the following cases:
- Personal private goal that has a personal private parent or no parents.
- User is part of multiple simultaneous cycles. The user can select which cycle this goal should be attached to.
- The drafting phase of the cycle is over and the goals are frozen. New goals won't be attached to that cycle.
Goal Cycle Analytics
Goals can be segmented by cycles in the analytics tab, allowing for cycle-based analysis.
All visibility filters that apply to goals still apply to goal cycles.
We will additionally surface analytics for admins on each individual cycle.
Can multiple Goal Cycles run at the same time?
Multiple goal cycles will be supported. In the case where a user is participating to multiple goal cycles, they will have the possibility to select which goal cycle to attach their goal to when creating them.
Can a user who is participating in a cycle create goals outside of a cycle while the cycle is in progress?
Not for now. Except in a few cases detailed previously, all goals will automatically be attached to any active goal cycle. The rationale being that if a company decides to implement goal cycles, there is a clear intent to contain all goals in this lightweight process.
There are plans to allow users to create goals that are not attached to a goal cycle while a cycle is in progress, and that will be controlled by an admin setting.