Goals in Koan can be linked to other goals to give your company better insight into how they align across the organization.
As you decide whether or not to link your goal, ask yourself:
- Is this Objective supporting another Objective (i.e., does completing this Objective make it easier to complete another Objective)?
- Is a Key Result supporting another Key Result (e.g., in order for the Sales team to hit their goal of 100 Sales qualified leads, the Marketing team needs to get 1000 Marketing qualified leads)?
If you answer yes, it's a good idea to link those goals! As you set up your Objective or Key Result, you'll have the option to choose a parent Objective or Key Result to link it to (Note: Until Jan. 2020, Objectives are only able to be linked to other Objectives. Key Results can be linked to either):
Once you've linked your goals, you'll see an icon to let you know how it fits into other goals in the company, as well as be able to quickly click into those other goals:
You'll also be able to see the child objectives of a Parent Objective under "Other Goals":
Should all goals be linked together? Generally speaking, no! A strict hierarchical (tree structure) of goals/OKRs across your whole organization is simply too rigid in most cases. Even worse, it can force a "cascading" goal-setting process that is time-consuming and frustrating for everyone involved. Instead, try setting a few key top-level goals and then let each team use those as inspiration when setting their own. In the cases where goals are directly aligned, link them! There will be many other cases where teams are working on important goals that aren't directly related to the company's top-level goals -- find and encourage the right balance of behaviors and don't worry about making a perfect tree of goals!
How can I create top-level company/organization goals? Goals always live inside individual team. In many cases, your company-wide goals might live in an Executive team. In other cases, each department might own and be accountable to one of your top-level goals. Use the Company Page feature to highlight the key goals for the whole organization.