Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

- 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 NPS by 12% EOY.’
- Select an **Owner** from the dropdown menu
- Use the dropdown menu to **Select Period**

- 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**

- 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** once you have selected the element
- Once you are done with your changes, click **Save**

Click the "Customer Experience Survey" field.

- 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’.

- Click the **dropdown menu** next to the edit Pencil icon
- Select **Edit Layout**
- Locate **Goals** in the left panel
- Click the **Plus icon**

- 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

Add an OKR (Objective and Key Results)

Add an OKR to an Element Detail Page