Cascade to individuals with OKRs - Adding Goals (OKRs) | Scribe

    Cascade to individuals with OKRs - Adding Goals (OKRs)

    • Fernando Montenegro |
    • 0 step |
    • 4 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    Navigating the Goals Tab

    In the Goals tab, you can sort Goals in different ways.
    - Select **Goals** from the Control Panel - Under **Goals**, you will be able to sort by - **By Individual**, filters OKRs by the individual who is assigned that goal. - **By Manager**, to sort goals by the manager. - **By Department**, to sort by Department. - **By Scorecard**, to filter by Scorecard that the goal is linked to.

    Manually adding an OKR

    - Select **Goals** from the Control Panel - Choose **By Individual** - Click on the **dropdown menu** at the top right-hand side of your screen - Select **Add Goal**
    - Under **Name**, enter the new Goal name, for example, ‘Increase customer satisfaction by 15% by EOY.’ - Select an **Owner** from the dropdown menu - Select the respective **Manager** - Use the dropdown menu to **Select Period** - You can set the level of **Visibility**
    - Navigate to the **Key Results tab** - Click on the **Plus icon** - Under **Key Result Name**, enter the new Goal name, for example, ‘Achieve an average CSAT score of 85% month over month.’ - Select the **Data Type** - Set a **Start** point and **Target**
    - Navigate to the **Links tab** - Click the **Link Tag** icon to create a new link
    - Select the **Scorecard** - Choose the **Link Type** - **Mark the checkbox** next to the element you wish to create a link - Click **Save** to save your selection - Once you are done with your changes, click **Save**

    Adding an OKR with AI

    - Select **ClearPoint AI** from the Control Panel - Click on **AI Assistants** - In this example, we are going to create an **Individual Goal** - If this is the first time you are using the AI Assistant, you will be prompted to **Accept the Terms and Conditions**
    - Use the dropdown menu to select - What kind of Goals are we creating? - Who are we creating Goals for? - What’s the reporting period? - Click on **Start AI Assistant**
    - You will be prompted to answer a series of questions that will help the **AI Assistant** to generate the Goal. - Once you feel comfortable with the Goals established, click **Add Goals to ClearPoint** - Confirm you wish to create the Goal by clicking the **Add button**
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