Objective and key result differentiation is a vast improvement for usability and downstream reporting for end-users and business leaders alike.
Currently, when you create a goal in Lattice, whether it's a parent objective or a supporting key result, the object is the same. This can confuse users both during creation and in reporting because there is no way to distinguish between an objective and a key result.
Now, you can turn on Objective & Key result Differentiation, which will allow users to create both objectives and key results, rather than simply “goals.” However, there are a few things to consider related to your goal cycle timing.
What to consider before enabling O&KR Differentiation:
- The best time to turn on this feature is at the end of one goal cycle and the beginning of the next. For many, the start of October and Q4 might mark an opportune time to make the switch. Lattice will automatically enable this feature for all users on January 3, 2022, another natural moment to change over.
- If you are in the middle of a goal cycle and have active goals or plan to draft 2022 goals before the end of the year (without turning on O&KR differentiation), you might notice a couple of visual differences. You will still be able to fully interact with your goals, but you will see that they are labeled as ‘unclassified.’
- If you decide to make the switch during the middle of a goal cycle, you may choose to leave those goals labeled as unclassified and continue to use them as-is. Still, Lattice has also built an automated backfill tool that automatically classifies each existing goal as either an objective or key result based on a few simple rules:
If goal is measured as binary and has children -> label as Objective
If goal is measured as #, %, $ -> label as Key Result
If goal is measured as binary without children, and with a parent -> label as Key Result
If goal is measured as binary without children and without parents -> label as Objective
If a Jira or Salesforce integration goal -> label as Key Results
Whether you choose to turn on O&KR differentiation right away or wait for the January 1, 2022 cutover date, we know your experience with Lattice Goals will be enhanced by these new features!
In the meantime, check out the resources below for a deep dive into O&KR differentiation: