Phased targets is the method of breaking down your targets to incremental “phases” within a given time period in order to better track progress and risks.
How is progress calculated in Viva Goals?
Viva goals assesses the progress made toward each OKR and Project in two ways:
-
Actual progress: Actual progress is determined by the user either manually, by making a check-in, or automatically, through an integrated data source or from children (e.g. child objectives, key results or projects).
-
Expected progress: Expected progress is calculated based on the start and end date of the objective and the status is based on the actual progress made against the expected progress. (e.g., if expected progress is 33% and actual progress is 33% or more, the status will be marked as On Track. If actual progress is below 33%, the status will be marked as Behind.)
Note: Note, the expected progress curve for all OKRs and Projects is linear, so the information presented on actual progress made vs expected progress might not be an accurate reflection of the pace of progress.
How to add Phased Targets
Add to an Objective:
-
Create a new Objective by selecting the Add Objective button or navigate to an existing Objective and select More Actions followed by Edit
-
Scroll to the Outcome section
-
By default, outcome is measured towards 100%
-
-
Select Show more options and select Add Phased Target
Add to a Key Result
-
Create a new Key Result or navigate to an existing Key Result and select Edit
-
Select Add Metric
-
Select Add Phased Target
A section with a graph and a default set of linear targets and intervals will open. For example, if your objective is set to quarter, graph will default to a monthly view. You can edit the interval and the targets depending on specific dates when you’d like a percentage of the targets to be reached. The sum of the targets needs to aggregate to 100%
Tip: In practice, let’s use a case study. Let’s say the Sales team has a quarterly goal to achieve $5M in ARR. The VP of Sales can use phased targets based on how they are going to achieve $5M. If the target is broken down monthly, for every month there could be a target that’s set — $2M for the first and second month, and $1M for the third month. Viva goals will automatically calculate the expected value and corresponding status based on this target.
Important: Editing the final target date in the phased targets section, edits the end date of the objective as well.
Important: The target value given against the final target value/date will be considered the target value for that OKR or Project.
Rolling up of targets from child key results to the parent objective or key result
Targets which are set at the level of the key result will be rolled up to the parent key result or the objective. If there are more than 1 child key result under an objective or a key result, then the targets are rolled up based on the contribution of the key result to the parent.
If the parent has phased targets set, then those will override the targets rolling up from the child else the targets rolling up from the child will be the targets on the parent as well. If the user chooses to remove the parent from the roll up mode and set it to manual then the parent will not have phased targets rolling up from child, but the user can chose to set the phased targets at the level of the parent
The progress graphs for the objective, or parent key result and the summary, OKR list widget graphs will also be based on the targets rolled up from the child to the parent.
Common Questions
Can you add phased targets for all target types?
No. Phased Targets will only be available for the quantity metrics of Get to, increase from and decrease from
