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. By explicitly linking goals to one another, you can ensure alignment between the company's strategy and department/individual objectives.
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:
Cascade a goal from the Goal Creation page
Step 1: Navigate to Home > Create goal.
Step 2: Select to create an objective or key result.
Step 4: Under the Align to objective or key result dropdown, search for the parent goal you want to align to.
Aligning via the Explore goals context panel
Another way to align a goal to a parent goal is to search for it in the right-hand explore panel. Select your goal and click Align to goal.
Step 4 (optional): Add supporting goals by selecting + Add objective or + Add key results.
Under Supported by, you can create objectives or key results that will support and align to the goal you are creating. These will be considered the child goals.
Step 5: Publish your goal or Save Draft.
Cascade a goal from the Goal Explore page
Step 1: Navigate to Goal > Insert objective or Insert key result.
Step 2: The Explore context panel will appear –– Select Change details.
Step 3: Under Align to objective or key result, select the parent goal you want to align your goal to.
Step 4: Publish your goal or Save Draft.
