BetterWorks

Assessments and Completing Objectives

Assessing Objectives

Assessing Key Results

Closing Objectives with Final Check Ins

Completing Objectives

FAQs

 

 

Assessing Objectives

Perform assessments on active goals, completed goals, goals that have passed their due dates, or milestones. Some organizations require users to assess their goals at the end of every quarter, but others may encourage their users to assess more frequently.

  1. Navigate to the goal detail page for the goal you wish to assess.
    Note: If you are assessing a goal on completion or archiving, the Assessment modal will appear automatically.
  2. Open the Actions menu and click Assess. The Assessment modal opens. 
  3. Choose a score you feel best represents your performance on the goal thus far.
  4. Enter a comment to assess your performance. Outline successes and challenges, or leave a simple status.
    assess2.png
  5. Click Save.

 

Viewing a goal’s assessment history

Assessments from earlier in a goal’s life cycle are readily available. Managers and users can view the assessment history to gauge overall performance on a goal, determine behavior patterns, and highlight areas for improvement.

Once you assess a goal, the Assessment widget appears on the goal detail page. It displays the most recent assessment, including score and comment.

 assess3.png

Alternatively, you can view a full assessment history in the Assessment modal.

  1. Navigate to the goal detail page for the goal you wish to assess.
  2. Open the Actions menu and click Assess. The Assessment modal opens.
    assess4.png
  3. Click Previous assessments to view the full history.
    assess5.png

You can even @mention teammates and colleagues to share the love.



 

Assessing Key Results

Assessing key results comes in handy when users own contributing key results on other people’s goals and want to evaluate their work. They can also use milestone assessment to indicate their confidence regarding how likely a key result is to be completed.

Assessing key results is similar to assessing goals: 

  1. On the goal’s detail page, scroll down to the key result you want to assess.
  2. Click into the actions menu and select Assess. The Assessment modal opens.
    assess7.png
  3. Choose a score you feel best represents your performance on the milestone thus far.
  4. Enter a comment to assess your performance. Outline successes and challenges, or leave a simple status.
    assess8.png
  5. Click Save.

 

Closing Objectives with Final Check Ins

A new quarter has begun, and you’re ready to create new goals. But first, you need to finalize your goals from last quarter. That’s where final check ins come in.

Note: Quarters are the default business period in BetterWorks. If your organization uses other types of business periods, like trimesters, or monthly goal cadences, don’t worry; you’ll be prompted to complete your check in as soon as the period your organization uses concludes.

Understanding final check ins

A final check in is the last action you perform on a goal before it’s complete. Completing a goal with a final check in lets you reflect on your goal, get credit for your work from your manager and colleagues, and enter a final assessment (if assessments are enabled for your organization).

If assessments are enabled for your organization, you’re prompted to close out last quarter’s goals by a card on the landing page.What happens when you click Assess Goals will vary based on your organization’s assessment settings.

 

Required assessment

If your organization requires goal scoring at the end of each goal period, a modal appears which prompts you to score your goals to continue.

You can delay this step by clicking Not Now, but scoring goals is not optional. You must score these goals to complete them.

When you click Assess Goals, you will be taken to Meeting View, where you can assess any goals from last quarter.

 

Optional assessment

If your organization has assessment set to optional, a modal appears which gives you the choice to assess your goals or not.

If you do not want to score your goals, click Dismiss.

If you click Assess Goals, you will be taken to Meeting View, where you can assess any goals from last quarter.

 

No assessment

If your organization has not enabled assessment, you’re prompted to complete a final check in on last quarter’s goals.

If you click Go to Goals, you will be taken to Meeting View, where you can perform a final check in to leave a comment and update progress.

 

Completing Objectives

Sometimes completing a goal isn’t a simple matter of getting 100% on its progress bar. You may complete a goal early in the quarter and later determine there is more work to be done. You might also end up having a goal that vastly exceeds your estimation of 100% completion.

Alternatively, you may not reach 100% on a goal before the end of the quarter, but want to complete it and move on regardless. What happens then?

Regardless of a goal’s state, you’ll get prompted to do a final check in before the next business period starts. A final check in closes your period’s goals and clears the way for the next ones.

Read on to learn more about all the ways to complete your goals.

 

Continuing to work on a completed goal

If you reach a goal target early in the quarter, you can continue to work on it. If you need to, you can add more milestones from the goal detail page.

For example, Monica, a Marketing manager, has a goal to hire and train three new reports this quarter. She hires them and accomplishes their training quickly, so her goal reaches 100%.

Later, Monica realizes she has budget to attend a networking event with her new hires. She adds milestones related to the networking event to the hiring goal and assigns them to each new hire. The goal progress drops below 100%, but is completed once they attend the event together.

Getting over 100% on a goal

It’s possible to get over 100% on goals. You sometimes get over 100% when your goal progress is tracked by: 

  • an integration, like the JIRA or Salesforce integration, or
  • metric, like dollars of revenue or number of items produced, and
  • you set a target value to achieve with this goal

If you achieve 100% on a goal, you’re prompted to close it and create another, but you don’t have to. You can leave the goal active and continue tracking your progress beyond the 100% mark. It’s up to you!

Note: Remember, goals are supposed to be aspirational. If you’re routinely getting over 100% on integrated or metric-based goals, you may want to consider making your targets more ambitious. 

Finishing a goal without reaching 100%

If you reach the end of the quarter and haven’t achieved 100% on a goal, it’s okay. Just complete it and start again with a new goal.

At the end of the quarter, you’ll be prompted to do a final check in for your goals.

Finishing a goal without reaching 100% is not necessarily a bad thing. Effective goals are supposed to be challenging and meaningful, which means they’ll be hard to complete. Reflect on your work, see if there are improvements to make, and start again next quarter.

 

FAQs

How do I assess my objectives?

Navigate to the goal detail page for the goal you wish to assess, then open the Actions menu and click Assess.


Who can see my assessments?

By default, assessments are private. Only a goal’s owner and their manager will be able to see them. Admins can set assessments to be public by default, which may be useful if your organization is using OKRs. Check with your BetterWorks administrator to confirm whether your assessments are public or private.

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