Cascade to individuals with OKRs - OKR Reporting
Fernando Montenegro
9 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Add an OKR (Objective and Key Results)
2
- 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**
3
- Under **Name**, enter the new Goal name, for example, ‘Increase NPS by 12% EOY.’ - Select an **Owner** from the dropdown menu - Use the dropdown menu to **Select Period**
4
- Navigate to the **Key Results tab** - You will be prompted to Save to continue - Click on the **Plus icon** - Under **Key Result Name**, enter the new Goal name, for example, ‘Achieve an average NPS score of 85% month over month.’ - Select the **Data Type** - Set a **Start** point and **Target**
5
- Navigate to the **Links tab** - Click the **Link Tag** icon to create a new link
6
- Select the **Scorecard** - Choose the **Link Type** - **Mark the checkbox** next to the element you wish to create a link - Click **Save** once you have selected the element - Once you are done with your changes, click **Save**
Add an OKR to an Element Detail Page
7
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Measures** - Select the **Measure** you are going to be working with, in this example, ‘Customer Experience Survey’.
8
- Click the **dropdown menu** next to the edit Pencil icon - Select **Edit Layout** - Locate **Goals** in the left panel - Click the **Plus icon**
9
- Drag and drop **Goals** to the desired place - Once you are done, click **Save** - You are going to find **OKRs** added to the **Measure Detail Page**
Cascade to individuals with OKRs - OKR Reporting
Fernando Montenegro
9 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Add an OKR (Objective and Key Results)
2
- 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**
3
- Under **Name**, enter the new Goal name, for example, ‘Increase NPS by 12% EOY.’ - Select an **Owner** from the dropdown menu - Use the dropdown menu to **Select Period**
4
- Navigate to the **Key Results tab** - You will be prompted to Save to continue - Click on the **Plus icon** - Under **Key Result Name**, enter the new Goal name, for example, ‘Achieve an average NPS score of 85% month over month.’ - Select the **Data Type** - Set a **Start** point and **Target**
5
- Navigate to the **Links tab** - Click the **Link Tag** icon to create a new link
6
- Select the **Scorecard** - Choose the **Link Type** - **Mark the checkbox** next to the element you wish to create a link - Click **Save** once you have selected the element - Once you are done with your changes, click **Save**
Add an OKR to an Element Detail Page
7
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Measures** - Select the **Measure** you are going to be working with, in this example, ‘Customer Experience Survey’.
8
- Click the **dropdown menu** next to the edit Pencil icon - Select **Edit Layout** - Locate **Goals** in the left panel - Click the **Plus icon**
9
- Drag and drop **Goals** to the desired place - Once you are done, click **Save** - You are going to find **OKRs** added to the **Measure Detail Page**
