Goal and OKR rules

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 Objective may only contribute to Strategic Pillars
• Strategic Pillars may not be aligned to other goal types (i.e. they are always at the top)
• Goals of type Team Objective may only be aligned to Company Objectives
• Key Results may only be aligned to Company Objectives or Team Objectives
• Initiatives may only be aligned to Team Objectives or Key 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.

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 Pillars should not have a measurement type (None), so there should be no progress measure associated with the goal type
• Objectives should have only Aggregation as a measurement type
• Key Results may have any measurement type except Open/Done
• Initiatives can only have the measurement type Open/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.

Marking 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.

Fixing 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.