Please note: This article walks through creating a department goal when O&KR differentiation is disabled by your account admin. For the steps for Goals V2, check out The Differences Between Enabled and Disabled Cascading Goals with O&KR Differentiation.
What is the difference between cascading and non-cascading goals?
Cascading goals create strict alignment by establishing a set of overall organizational goals that flow down; this ideally ensures that every team and individual works towards one set of objectives. Non-cascading goals are simply the opposite! There is no clear alignment between the organizational goals and the individual employee goals. Goals are more focused on individual specified objectives and key results they are looking for, which can be great but will more often than not, not be directly aligned with the organizational goals.
Below are the main differences between Cascading and Non-Cascading Goals:
How do you know if you have cascading or non-cascading goals set up?
When Cascading Goals are turned OFF, all goals will format by a List view. Goals will not and cannot align with another goal. If Cascading Goals is turned OFF, you will notice that your Explore page will appear as pictured. You will also only see the options to End displayed goals or Export a CSV file if your goals are non cascading.
Here is what you would see if you have non-cascading goals: List view format. Notice goals are not aligned to any other goal, and show up as an individual goal.
When employees are creating their goals and goals are non-cascading, their Create Goal page will look as follows. You will notice that the goal the employee is creating is only for their one individual goal, and does not indicate any connection to any other goals.
For Reporting with Cascading Goals turned OFF you can see the goals reported are on an individual basis.
With Cascading Goals turned OFF, Goals use the OKR methodology; Key Results are tied to tangible milestones, however, they don't count as an overall objective. With this being said, goals will report as follows. Notice that only the Objective is counted here, and not the Key Results. Please also note the number of goals will reflect the same way in the report view.
When you have Cascading Goals turned ON (how to turn on Cascading Goals), what you see visually changes drastically. When you turn on Cascading Goals, all goals will have the ability to align with other goals. The Explore page will appear as follows, and you will have the ability to format a List, Cascade, or a Tree view of your goals.
You will know you have Cascading Goals ON when you have the ability to view goals in Cascade view format; the view will look as follows. The Cascade view format allows you to visually see what goals are aligned to one another.
You also have the ability to align goals in a Tree view format. The Tree view format allows you to visually connect the goals together. Below is an example of aligned goals in a Tree view format.
When employees are creating their goals and goals are cascading, their Create Goal page will look as follows. You will notice the option "Align to a parent goal” appears, allowing the goal the employee is creating, is in alignment with another goal.
For Reporting with Cascading Goals turned ON you can see the goals reported are aligned to other goals.
With Cascading Goals turned ON Key Results (child goals) ARE counted with the overall objective (parent goals). With this being said, goals will report as follows. Notice that ALL, both Objective and Key Results are counted. Please also note the number of goals will reflect the same way in the report view.