An overview of Mooncamp's customizable rule system for Goals and OKRs
- What are Goal and OKR rules?
- Why use Goal and OKR rules?
- Configuration of the goal hierarchy
- Set allowed progress measurement types per goal type
- Marking properties as required fields
- Fixing issues
What are Goal and OKR rules?
Under Settings > Goals > Types, you will find all created goal types in your OKR or goal management system, such as Objective, Key Result or Initiative.
For each of these goal types you can define specific rules, e.g. that Key Results may only be aligned to Objectives, or that all Key Results must have an Owner.
The following rules can be set individually per goal type:
- Setting up the goal hierarchy: To which goal types may the respective goal type be aligned?
- Visibility of properties on the goal type (e.g. all description fields can be hidden if they are empty).
- Specifying allowed progress measurement types (Professional and Enterprise Plan)
- Defining required fields (Professional and Enterprise Plan)
Details about the specific settings can be found further down in the article.
Why use Goal and OKR rules?
Rules allow you to completely customize your organization's goal system according to your needs. Among other things, this provides the following benefits:
1. Setting up your customized goals hierarchy
With the flexible rule system you can decide yourself how the hierarchy of your goals and OKRs should be structured. As an example, the following rules may be applied:
- Goals of type
Company Objectivemay only contribute toStrategic Pillars Strategic Pillarsmay not be aligned to other goal types (i.e. they are always at the top)- Goals of type
Team Objectivemay only be aligned toCompany Objectives Key Resultsmay only be aligned toCompany ObjectivesorTeam ObjectivesInitiativesmay only be aligned toTeam ObjectivesorKey Results
2. Avoid chaos in your goal system
Rules for hierarchical structure provide guardrails for all employees so that the goal system naturally follows the given structure. Incorrectly aligned goals are also highlighted so that they can be adjusted accordingly.
3. Ensure correct data entry
Especially when many teams are working in Mooncamp, it increases the likelihood of "human error" when entering data. Therefore, properties of a goal type, such as Owner or Team, can be marked as required fields.
Configuration of the goal hierarchy
Under Settings > Goals > Types, all goal types are listed. If, for example, you want to create a rule for the goal type Key Result that it can only be aligned to Objectives, then first click on the relevant goal type.
A window opens in which all goal properties are listed. Now click on Parent Alignment.
The settings for the Parent Alignment property of the goal type Key Result will open. Under the item Can be child of, the goal type Objective can now be selected, all other goal types should be deselected.
Et voilà - Key Results can now only be aligned to Objectives.
!) from now on. Furthermore, only allowed goal types will be available for selection when creating subgoals.Set allowed progress measurement types per goal type
It may make sense to adjust the progress measurement types depending on the goal type. Typical use cases are, for example:
Strategic Pillarsshould not have a measurement type (None), so there should be no progress measure associated with the goal typeObjectivesshould have onlyAggregationas a measurement typeKey Resultsmay have any measurement type exceptOpen/DoneInitiativescan only have the measurement typeOpen/Done
To configure the allowed measurement types, click on the relevant goal type and then on Progress. Under the item Measurement, the allowed measurement types can be selected.
Pro or Enterprise Plan. Contact our sales team to learn moreMarking properties as required fields
In the Enterprise Plan you can mark properties as required fields for each goal type. If, for example, Key Results should always have an Owner, then click on the goal type Key Results in the list, select Owner and mark this as a required field.
Existing or newly created goals that do not follow this rule are now marked with warnings.
Pro or Enterprise Plan. Contact our sales team to learn moreFixing issues
Goals that violate one or more of the rules are highlighted in the cascade view. On the detail pages of the goals in question, the properties that violate the rules are also highlighted.
To quickly fix the issues without having to go to the detail page of each goal, you can simply click on the red button on the cascade view and adjust the affected fields.
