Owners for Key Results

Introduction

A Key Result owner can choose to provide data updates themselves, delegate result updates to another user to be the data provider, or change the data source completely to be automated options or other key results in the system, all the while being the primary owner associated the key result.

Workboard Objectives landing page

Once the configuration is turned on:

  1. Every key result will have a distinct key result owner associated with it as the primary user responsible for driving the key result for the team, while the key result data source may be other business systems, other key results or even other team members closer to the data (data providers).
  2. Key Result Owners will have the permission to change key result attributes and select the specific data source that should drive updates for the key results they own.
  3. The key result owner will be displayed as a primary piece of information on all OKR views so it can be easily seen as teams discuss their OKRs.

Assigning Key Result Owners during OKR Creation

Every key result will have a new and mandatory key result owner associated with it. When creating key results from the basic flow of the OKR wizard, the person assigned the key result will automatically become both the key result owner as well as the key result data provider. This should help you enter key results quickly into WorkBoard, and allow the new Key Result Owners to make the final tweaks on how the result may be measured or where the data for the result should come from.

In the OKR creation Wizard, to adjust the Key Result owner associated with a key result, click on More options or Advanced options in the key result creation flow.

To adjust the Key Result Owner at any time, open the Key Result side modal in the OKR wizard or enter the edit modal for a key result anywhere in the app to adjust both the key result owner or the result's data source.

Viewing Key Results Owners and the Results you Own

See a list of Key Results they own, but going to their My Objectives and selecting the My Key Results tab. Use the drop down to show Key Results I Own.

In all OKR and KR views, the key result owner will be displayed as a primary piece of information, so it can be easily seen as teams drive and discuss their OKRs.

Iconography will highlight when the data source for the key result may be other business systems, other results, or even other team members who are closer to the data (data providers).

Turning on Key Result Owners

For customers who have been on WorkBoard prior to Oct 2020, turning on the key result owner is a configuration that WorkBoard can help you roll out on your own timeline. 

Work with your organization’s OKR coaches and project team to decide how and when to take advantage of this capability. Contact your WorkBoard CSM to discuss a rollout plan for this feature for your organization.

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