Cascading: Aligning Your Goal to a Parent

How to create and view cascading goals

If cascading goals have been enabled for your company, you will have the option to align your objective or key result to a parent goal. While Lattice still allows you to create independent goals that are not aligned with a higher-level goal, the cascading functionality enables you to link goals to each other with strict alignment. 

Strict alignment allows the parent goal to inherit the progress of its children. You can ensure alignment between the company's strategy and department/individual objectives by explicitly linking goals to one another. 

Before you start

Note that, unlike objectives, key results will not inherit the progress of other key results unless the parent key result is measured as binary. 

There are two places in Lattice where you can align your objective or key result to a parent:

• Goal Creation Page
• Goal Explore Page

Cascade a goal from the Goal Creation page

1. Navigate to Home > Create goal.
2. Select to create an objective or key result. For a detailed walkthrough for creating an objective or key result from this page, check out Create a Goal.
3. Within the Work toward another goal at the company card, select Choose goal.
4. The parent goal context panel will appear –– Find the desired parent goal to link by either:
   • Filtering the list of goals
   • Search for goal owners
   • Search for goal titles
   • Select one of the recommended filters (Company goals, Department goals, My Manager's goals)
5. Click + Add parent goal to align. 

Aligning supporting goals 

Under Add supporting goals?, you can create objectives or key results that will support and align with your goal. These will be considered the child goals. The progress of these child goals will contribute to the success of your goal. Your goal will be viewed as the parent to these child goals. 

Add supporting goals by selecting + Add objective or + Add key results.

Add a parent goal from the Goals Explore page

1. Navigate to the Goals page.
2. Next to the Export CSV  button, select and enter the Cascade view.
3. Click on the desired goal.
4. Within the goal context panel, select More > Edit.
5. Click on the Search for a goal... bar, to search and select the parent goal.
6. Click Save. 

Create a supporting goal from the Goal Explore page

1. Navigate to the Goals page.
2. Next to the Export CSV  button, select and enter the Cascade view.
3. Click on the desired goal.
4. Click Insert objective or Insert key result to select the supporting goal you want to align to your goal.
5. Create the supporting goal and select Publish.