Objectives, Key results and Projects in Ally.io get their own icons! You can now identify and differentiate between an objective, key result and project easily.
These icons might work differently based on the ‘Objectives’ option selected in the OKR Model Configuration section in the Admin Dashboard. Read on to understand the differences.
Option 1: If ‘Objectives and key results can be used interchangeably’ is selected under ‘Objectives’
When this option is selected, both objectives and key results can be used interchangeably as both can have metrics and are measurable. This means that what is a key result in one context can become an objective in another, depending on whether it is the parent or the child.
In this case, if there is an obvious parent in the current view, an OKR gets the purple key result icon. If there is no obvious parent in the current view, it gets the blue duality icon.
If you are checking a team’s OKRs and one of them is parented by an organization OKR, you still get the blue objective icon, since the parent in question is ‘not in the current view’. Consider the example shown in the image below, the company-level objective 'Increase brand presence among major channels in order to attract new prospects'. The objective has a key result 'Increase website traffic from 16,000 to 20,000 monthly visitors to increase trial signups owned by the Marketing team.
The Marketing Team's OKR view will show 'Increase website traffic from 16,000 to 20,000 monthly visitors to increase trial signups with the blue objective icon as the parent in question is not in the team view.
When you add a child of something (key result or objective), it gets the purple key result icon.
This behavior carries over to other experiences in Ally, such as the review dashboard.
Option 2: If ‘Objectives are always aspirational, key results are always measurable’ is selected under ‘Objectives’
When this option is selected, objectives always go from 0 to 100% and only key results are measurable with metrics. So regardless of whether they’re parents or children, objectives will always get the blue ‘Objective’ icon and key results will always get the purple ‘Key Result’ icon.
What happens if an organization had created OKRs by selecting the ‘Objectives and key results can be used interchangeably’ for Annual and Q1, but then transitioned to ‘Objectives are always aspirational, key results are always measurable’ in Q2?
You could end up with combinations of both these options in the same list.
Option 1 items continue to retain their hierarchical behavior. This means that if they are aligned up to an Option 2 item, they will still show the key results icon in purple if that parent is visible in the current view.
Option 2 items also continue to behave as usual. This means the icon is only dependent on their type. (Objective or Key Result)
If you transitioned to option 2, Quick and Detail views for all items will now have separate Key Results and Child Objective sections. Only Option 2 Key Results will show up in the Key Results sections, Option 1 children will be treated as Child Objectives, however, since there is an obvious parent in the current view, they will hold on to the purple ‘Key Result’ icon.
Note: The same rules as above hold on the reverse transition, i.e when an Organization selects “Objectives are always aspirational, key results are always measurable” and adds their Annual and Q1 OKRs and switch to ‘Objectives and key results can be used interchangeably’ to add their Q2 OKRs.
The quick view will go back to showing only KRs and Projects, no child objectives. All Option 1 OKRs, Option 2 objectives, and KRs will go into the Key Results section. Here Option 2 objectives will retain their blue ‘Objective’ icons.