We believe that there is no one-fit-for-all solution when it comes to setting goals, since different organisations may prescribe different philosophies when defining a framework for setting their goals.
Thus, with Mesh, you can customise your goal-setting methodology according to the needs of your company to enable better performance.
To customise your goal-setting methodology:
Step 1: Once you’re logged in on your Mesh account, go to Company. Select Goals under the Portfolio section from the left side navigation bar.
You would be able to see a list of your company’s goals for the ongoing timeline.
Step 2: Select the Settings tab beside the Manage tab on top, below the header.
Step 3: You will now be able to see a list of templates that you can use to select your Goal-setting methodology under the "Goal Setting Methodologies" section.
You can find the configuration of every template by clicking on the Ellipsis icon > View button on the bottom right of the template card.
A goal setting methodology will have the following characteristics:
- Display Name
Goals on Mesh are structured into two entities:
-
- The Strategic Objective
- The Measurable Key Result
We recommend you to read more about the structure of goals on Mesh in the article: Understanding how you can setup your goals on Mesh
The Display Name section carries the names set for the Goals module, Objectives and Key Results.
How to Cascade
This section shows the rules around cascading of goals in the framework.
You can check if the framework allows individuals in your company to cascade their key results down to granular child goals.
You can also check out the type of objective that is followed by the framework.
You can read more about objective types in the article: Understanding the types of objectives on Mesh)
For instance, in Mesh Goals, the default methodology set by Mesh for all workspaces, key results can be cascaded into smaller, contributing goals for granular tracking.
Similarly, the objective type for Mesh Goals is set to Compact, which ensures that an objective carries owners and collaborators in addition to the title of the objective.
Visibility settings
This section explains the default visibility settings followed by the goals as part of the framework.
-
- Public: The objective or key result is visible to the entire organization.
- Private: The objective or key result is visible only to the Owner, Collaborator and their respective Managers.
By default, the objectives and key results in Mesh Goals carry “private” visibility only.
This can however, be changed when you are actually creating a goal
How to calculate Progress
This section explains how progress is calculated for objectives and key results in the framework by default.
This can however, be changed when you are actually creating or editing a goal.
Goals having their progress calculation as Dependent derive their progress values from their child goals, whereas those having their progress calculation as Independent derive their progress values via manual check-ins.
By default, the Mesh Goals framework calculates progress for objectives in a dependent manner (since they are strategic and aspirational and may not be quantified), whereas progress for key results is calculated in an independent manner (since they are quantified and can be checked in)
Access Control
- The access control matrix carries persona-specific access details to key actions, such as creating goals, viewing and editing goals and interacting with insights on goals in Mesh
- A detailed explanation of the Access control matrix can be found in the article on: Configuring Access Control on Mesh.
Step 4: Once you have selected a template, click on the Save button. You are ready to set your goals as per your the selected goal setting framework!
Thus, the flexibility provided by multiple goal setting methodology templates allows you to select a template that best suits your organisation's philosophies.
Alternatively, you can also create your own template by selecting the + Add new option; or modify an existing template by creating a copy and tweaking certain parameters to suit your organisation.
To know more about this, refer to the article on configuring and creating a goal setting methodology
Comments
0 comments
Please sign in to leave a comment.