What are hybrid goals?
Put simply, hybrid goals are the combination of SMART and OKR goal-setting frameworks within the same organisation.
Typically, this is split out at the business level, with the most common use case being OKRs being deployed for organisation and department-wide level goals, and SMART being used at team and personal levels.
Hybrid goals allow more flexibility without impacting the effectiveness of either framework. SMART goals are aligned to OKRs and vice-versa. So, everything stays aligned and employees can still have the same options when it comes to visibility.
They are a perfect goal-setting solution for any organisation with multi-disciplinary teams where one framework doesn’t quite work for all.
Setting up hybrid goals in Perform & Engage 365
Note: Currently this action can only be taken via the web platform. It will be available within Microsoft Teams later this year.
Admin users can change the goal-setting framework being used at each organisational level very simply:
- Select the cog icon in the top-right corner.
- Select ' Organisation settings'.
- Scroll to 'Goals / OKRs' and select this section.
- At the bottom of this section you will see 4 options for setting the goal framework type for each level (Organisation, Department, Team and Personal).
- If this is your first time here, your goal-setting will be set to 'default', meaning the current framework you are using across the business (OKRs in this case).
- Use the drop-down to set each level as required.
- When finished, select 'Save settings' in the top-right corner and wait for the confirmation message - you're now all done.