Adding and Editing Long Term Key Results

Key results determine the status of each corporate objective. Employees align their individual objectives with key results. The key result progress will update when employees change their aligned objective's progress. This article explains how to add a Long-Term Key result. 

This article contains the following sections:

  • Show Long-Term Key Results on Corporate Strategy Page
  • Adding a Long-Term Key Result to a Corporate Objective
  • Editing or Deleting a Long-Term Key Result

Note: You must have the Corporate Strategy Admin permission to follow the instructions below.

Make Long-Term Key Results Visible on Corporate Strategy Page

To set the visibility of Long-Term Key Results, follow the steps below:

 

1. On the top toolbar, click the Modules menu and select Objectives.

2. Click the Corporate Strategy tab on the sub-menu bar.

3. On the right side of the sub-menu bar, click the Settings  icon.

4. In the Settings window, click the Show Long-Term Key Results slider to On .

The Corporate Strategy page will automatically refresh based on your selection.  

Adding a New Long-Term Key Result

To add a new Long-Term Key Result, follow the steps below.

 

1. On the top toolbar, click the Modules menu and select Objectives.

2. Click the Corporate Strategy tab on the sub-menu bar.

3. Choose the Corporate Objective that you wish to align with and click the +Add KR  button in the lower right-hand corner. Then, select Add Long-Term Key Result. For information on adding Key Results see Adding and Editing Key Results).

4. Enter the following information on the Add Long-Term Key Results screen.

        • Title: Enter a name for the key result. 
        • Description: Enter the information for the key result.
        • Image: Click the placeholder image to select a new image to represent your key result. Your employees will see this image when aligning their individual objectives.
        • Measures: Describe the qualifications required.
        • Date Range: Select the dates for the key result to start and end. The start date will determine the duration the key result is listed under.
        • Priority: Enter a numeric priority for the key result.

newLTKR

5. The section at the side of the Add Long Term Key Result screen contains information on measuring the progress of your Long-Term Key Result. 

        • Type: Select Milestone, Metric or Carry Forward. 
        • Measure: Select Percentage to track progress as the percentage complete of the total objective. Select Numeric to track progress by a set number of Units. For instance, to track progress towards a financial objective, you could set the Measure Labels dollars, the Start Value as 0 and the Target Value as the total revenue specified in your Long-Term Key Result.
        • Measure Label: Enter the units that you will be measuring. For instance, you could enter "dollars" for a financial objective or "hours" to track employee hours for a objective concerned with efficiency. Whatever unit value is entered in the Measure Label field will auto-populate in the Complete field. 
        • Start Value: Enter the starting value.
        • Target Value: Enter the target or, end value. 
        • Complete: Inspire will automatically calculate progress towards the Long-Term Key Result. 

NOTE: You may override the calculated progress by checking the Override  check-box and manually entering a value. 

6. When you have finished adding data, click the Save SaveButton button. The Corporate Strategy screen will update and the new Long-Term Key Result will be displayed. 

Editing or Deleting a Long-Term Key Result

You can edit or delete existing Long-Term Key Results by following the steps below:

1. On the top toolbar, click the Module button and select Objectives.

2. Click the Corporate Strategy tab on the sub-menu bar.

3. Choose the Long-Term Key Result you wish to edit and click the Ellipsesicon in the lower-right corner. Select Edit. Alternately, to delete, select Delete.


4. Enter your changes in the Edit Long-Term Key Result window and click the Save SaveButton button. Your changes are saved.