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Purpose

The purpose of the Overall Performance calculations is to provide a clear, consistent, and data-driven view of how the organization is progressing toward its strategic or annual outcomes. By standardizing how progress is calculated across Strategic Objectives, KPIs, Initiatives, and Obstacles/Risks, the platform ensures alignment, transparency, and accuracy across all levels of the organization.

Business Case

As a user, you need to understand how progress is being measured and what is driving performance across the organization. The Overall Performance Dashboard consolidates multiple data points into one unified view, allowing you to quickly assess progress, identify gaps, and make informed decisions.

By tying Strategic Objectives to Key Results, KPIs, and Initiatives, the platform ensures that progress is not subjective, but instead driven by real execution and measurable outcomes. This creates accountability, improves visibility, and enables leadership to take action based on accurate, real-time insights.

Objective

The objective of this calculation model is to:

• Measure progress toward Strategic or Annual Objectives
• Ensure progress is primarily driven by Key Results and KPIs
• Reflect execution through Initiatives (Projects)
• Provide visibility into risks and blockers through Obstacles and Risks
• Deliver a unified view of performance through Overall Strategy Progress

Calculation Details

Overall Strategy Progress

The Overall Strategy Progress represents the combined, weighted view of organizational performance across strategic planning, annual execution, and project delivery.

How it is calculated:

• 70% Strategic Progress (driven by Strategic Objectives and their Key Results)
• 20% Annual Progress (driven by Annual Objectives and supporting KPIs)
• 10% Initiative Progress (driven by overall project execution)

These components are weighted and aggregated to produce a single percentage that reflects overall organizational performance.

This weighted approach ensures that:

• Long-term strategy remains the primary driver of success
• Near-term (annual) goals are properly represented
• Execution (projects) is factored in without outweighing strategic direction

The result is a balanced and realistic view of progress, helping leaders understand not just execution, but true strategic advancement.

Strategic Objectives / Annual Objectives

Users have the ability to switch between Strategic and Annual views.

The percentage displayed represents the total progress made toward the selected objective type.

How it is calculated:

• Progress is primarily driven by Key Results (KRs)
• Each Key Result contributes based on its progress toward its defined target
• Key Results may include sub-targets (such as quarterly targets), which contribute to overall progress

The system aggregates all related Key Results to calculate the overall percentage of progress for Strategic or Annual Objectives.

KPIs (Key Performance Indicators)

KPIs represent measurable indicators that drive the results of Strategic or Annual Objectives.

How it is calculated:

• Each KPI tracks progress based on actual vs. target values
• The system calculates a percentage for each KPI
• These KPI percentages are then aggregated to reflect overall KPI performance

KPIs act as the quantitative drivers behind objective progress and provide measurable proof of performance.

Initiatives (Projects)

Initiatives represent the projects and execution work tied to Key Results.

How it is calculated:

• Each initiative (project) has its own progress value
• Progress is typically based on overall completion (tasks, milestones, or manual updates)
• The system aggregates progress across all initiatives

The percentage shown reflects the overall progress across all initiatives, giving visibility into execution performance supporting the Key Results.

Obstacles & Risks

This section provides visibility into issues that may impact progress.

What is shown:

• Total number of Obstacles and Risks
• Breakdown by status (Completed, In Progress, Open)

How it is calculated:

• This is not a traditional progress calculation
• Instead, it displays the distribution and count of items by status

This helps users understand where blockers exist and how they are being managed, even if overall progress appears on track.

Summary

The Overall Performance calculations connect strategy to execution by ensuring that progress is driven by Key Results, validated by KPIs, supported by Initiatives, and monitored through Obstacles and Risks.

Together, these elements provide a clear and reliable view of how much progress has been made, what is driving that progress, and where attention is needed enabling leaders to stay aligned and make confident, data-driven decisions.