Please note: This article walks through creating a department goal when O&KR differentiation is enabled by your account admin. For the steps for Goals V1, check out The Differences Between Enabled and Disabled Cascading Goals.
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 individually-specified objectives and key results, which will often not directly align with the organizational goals.
This article covers the following topics:
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 is turned OFF, all goals will format by a list view. Objectives will not and cannot align with another objective.
Goal Explore page with non-cascading goals
If Cascading Goals is turned OFF, you will notice that your Explore page will include a list of objectives or key results aligned to key results.
You will also only see the options to End displayed goals or Export a CSV file if your goals are non cascading.
In this List view format, notice objectives are not aligned to any other objective.
Create a goal with non-cascading goals
When employees create their objectives or key results and goals are non-cascading, their Goal Creation 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.
There is no option to align to a parent goal when creating a goal. However, you will be able to create key results from this page.
Reporting with non-cascading goals
For Reporting with Cascading Goals turned OFF, you can see the goals reported individually. There is no reporting based on alignment.
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 objectives and key results will have the ability to align with other goals.
The Goal Explore page with cascading goals
The Explore page will appear as follows, and you will have the ability to format in a 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 and can align to 2+ levels.
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.
Create a goal with cascading goals
When employees are creating their goals and goals are cascading, their Goal Creation page will look as follows. You will notice the option Align to a parent goal appears, allowing the goal the employee is creating to align under a parent goal. You will also be able to add supporting objectives when creating a goal.
Reporting with cascading goals
For Reporting with Cascading Goals turned ON, you can view which goals are aligned to the company goals.
With Cascading Goals turned ON, all child objectives and key results are counted with the overall parent goals. Please also note the number of goals will reflect the same way in the report view.