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Key Results

Key Results measure your progress toward your desired outcome/initiative/deliverable. All Key Results must be measurable and therefore require starting and ending numbers.

Add a Key Result

Click the + Add Key Results button to add a key result.

Type in a description of the key result and choose a metric from the dropdown. If the metric you would like to track does not exist in the dropdown, type in the name of the metric and click Create "Metric Name" to add this to the list. You will need to choose if it's a Percentage, a Dollar Amount or a Number value. Your choice will determine how the values appear in the Start, Target, Stretch and Current columns. Enter the appropriate values in those columns.

Use the weight button to open a modal that allows you to add a weight to each Key Result, totaling 100. 

The weight will be displayed next to the Key Result title. 

Come back to your card and update the values as they change over time to see the Overall Progress bar for the card advance, as well as the key result's progress bar.

Key Result Details 

The Key Result Details section provides a comprehensive breakdown of the key result, offering clarity into its purpose, tracking, and progress. Select "View Details" next to the desired Key Result.  

The following fields are available in the Details section:

• Description - details to explain purpose or context of Key Result 
• Formula - displays the calculated value based on the provided formula 
• Source - identifies the origin or source of the data 
• Owner - who owns the Key Result 
• Frequency - period that measures how often the metric will be tracked 
• Direction - indicates the direction of progress toward the goal
• Comment - any additional comments needed 

Sub Targets provide a detailed breakdown of intermediate milestones that lead to achieving the final target. Each sub-target represents a measurable goal set for a specific date to help track progress incrementally. To add a Sub Target, select the add button in the top right corner. 

Link to Outcome

If necessary, you can link this card to a parent card. You can also decide to bring in key results from the parent card and have those added to this card's key result list.  

• 3-Year Outcome cards can be parent cards to 1-Year and Quarterly Outcome cards, as well as Initiative cards.
• 1-Year Outcome cards can be parent cards to Quarterly Outcome cards, as well as Initiative cards.
• Quarterly Outcome cards can be parent cards to Initiative cards. 
• Initiative cards can be parent cards to Deliverable cards.
• Deliverable cards can be parent cards to other Deliverable cards.

To begin, click Link to Outcome. In the modal, select a parent card from the dropdown and click Link. If desired, click the checkboxes for one or more parent key results you wish to link this card to. 

When linking Key Results to a parent card's Outcomes or Key Results, users can now select the type of relationship:

• Contributing: Indicates that the Outcome/Key Result contributes directly to the parent.
• Aligning: Indicates that the Outcome/Key Result aligns with, but does not directly contribute to, the parent.

If Aligning is selected, the parent Key Result will be updated and cascade down automatically to the child Key Result, which is read only. If Contributing is selected, the child Key Result makes the update and notifies the parent Key Result.

If Aligning is selected:

• The Key Result will appear linked to the parent but will not be editable.
• The weight will automatically be set to 0, and no weight adjustments are needed for aligned Key Results.
• If the metric in the parent outcome changes, Key Results with an Aligning relationship will automatically update to reflect this.

If you brought in key results from the parent card, you will see those listed in the key results section. You can edit them to make them fit this card better. The link icon in the Linked column will show you the name of the parent card when you hover over it and when clicked, a new tab will open with the parent card. 

On the parent card, you will see a caret has been added to the front of the key result that was linked to in the child card. If you expand the caret, you will see a section showing the name of the key result as it stands on the child card, what type of card it was linked from and the name of the card in the second column, the team the card resides with and the progress of that key result as listed in the child card. As the child card updates the key result, the updates will also reflect here on the parent card. To unlink this key result, you can use the three dots in the Actions column. 

Key results can be marked as lagging or leading indicators. If the target icon is gray, it is considered a leading indicator. If you click on the target icon, it will turn green, which indicates an impact metric, or lagging indicator.

Reorder key results by clicking on the six dot icon in the beginning of each Key Result row and dragging it to the desired position.

As you update the progress on your Key Results, the Overall Progress bar will also update.

You can delete a Key Result by clicking the three dots in the row with the Key Result you wish to delete and then clicking Delete. If the key result is linked to another card, you can also unlink it here.