Creating goals empowers organisations to establish a clear direction, foster alignment, and drive purposeful action towards their desired outcomes.
By default, your Mesh.ai experience is setup according to the OKR philosophy of creating goals, which implies that users can create an overarching objective, and then create supporting or child key results (or goals) aligned to the objective to quantify and track progress of the former.
Creating an objective
An objective is a strategic goal that establishes clear direction for the organisation, team or department.
To create an objective,
Step 1: Go to the Me tab on the left side navigation panel
Step 2: Select Goals from within the Portfolio section
Step 3: You will be led to a list of your goals that have been setup on Mesh under the My goals tab.
To create an objective, click on the Add button and select Objective from the dropdown.
Step 4: The Add Objective panel will open up.
Step 5: Provide a Title to your objective to add clarity and focus to its purpose and facilitate effective communication and tracking. Mesh recommends setting specific objectives that are relevant to company goals and which can be supported by measurable key results.
Step 6: Set a timeline to your objective to ensure that it is achievable and realistic. You can choose between the various timelines defined by your organization in the dropdown that occurs on clicking on the Timeline field.
Step 7: Alignment of objectives ensures cohesive pursuit of goals and vision. Align your objective with a parent objective or place the new objective at the parent level by clicking on the Parent Goal Alignment field.
Select the goal that you wish to align to. You can expand a goal to see their child goals as well.
You can also search for a goal using the Search bar at the top of the panel.
Note: The details following this section depend on the type of objective defined in the goal setting methodology set by the Admins of your company. To know more about the different types of objectives on Mesh, refer to .
Step 8: Add owners to your goal by clicking on the Owner field. You can search and add multiple owners to a goal.
At this point, you can choose to either the save the goal, or dive into further details to define it at a more granular level. To save the goal, you can directly refer to Step 9 of this article.
To add further details;
Step 9: The other details for your goal are visible in the bottom half of the panel. These include the Visibility, Time Period, Collaborators, Level, Tracking type, Description, Tags etc.
Many of them carry certain default values to facilitate faster goal creation.
To change any of the same, click on Change Details.
Configure the visibility of the objective in the Visibility section. You can choose to make the objective available for Public viewership (throughout your company) or Private viewership (visible only to Owners, Collaborators and their Managers).
Assign the objective to Collaborators (if any). These would be people that you are working with on this project.
Choose the Level at which the objective should be placed. You can select between Company, Department, Team and Individual.
On selecting Department, you can also choose the specific department that owns the objective, depending on the data integrated from your HRMS. To read more about HRMS integration, click here.
You can also add Tags to the objective that helps you categorize it when viewed in congregation with other objectives. To read more about adding and managing tags, refer to this article.
Finally, you can add a Description to the objective to add more context to the same.
Click on the Save button at the bottom right of the side panel to save your changes.
Step 10: In case you wish to save the objective,
- Click on the Save & Exit option in the bottom right of the main panel to save your objective.
If you wish to create more goals related to your objective, you can also click on the arrow at the end of the button to explore the following options:
- Save & Add Child Key Result → Adds a child key result that aligns to this objective
- Save & Add Child Objective → Adds a child objective that aligns to this objective
Creating a key result
A key result provides a specific and measurable target to track progress, ensuring clarity, focus, and alignment towards achieving the desired goal.
To create a key result,
Step 1: Go to the Me tab on the left side navigation panel
Step 2: Select Goals from within the Portfolio section
Step 3: You will be led to a list of your goals that have been setup on Mesh under the My goals tab.
To create an objective, click on the Add button and select Key Result from the dropdown.
Step 4: The Add Key Result panel will open up.
Similar to objectives, define your key results by adding a Title, Timeline, Alignment and Owners.
Step 5: In addition to the above parameters, key results also require a tracking object for definition.
You can define the Start Value, Target value, Measure and Metric in the line below the title of the goal.
Note: Dependent goals derive their start and target value from their child goals. In case your goal is a dependent goal, you would be able to see the same in the Other Details section. Depending on the permissions set by your Admin, you can change the Tracking Type of the goal. A more detailed explanation of the same is given here_________.
Step 6: Similar to objectives, you can change the other details that define the key result by clicking on the Change Details button.
Don’t forget to click the Save button in the extended side panel to save your changes.
Step 7: In case you wish to save the key result,
- Click on the Save & Exit option in the bottom right of the main panel to save your key result.
If you wish to create more goals related to your key result, you can also click on the arrow at the end of the button to explore the following options:
- Save & Add Child Key Result → Saves the goal and opens the Add Key Result panel to add a child key result that aligns to this goal
- Save & Add another Key Result → Saves the Key Result and opens the Add Key Result panel to add another Key Result
- Save & Add Child Objective → Saves the goal and opens the Add Objective panel to add a child objective that aligns to this goal
Thus, with Mesh, you can create objectives and key results that help your organization generate better results.
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