Goals in bob follow the OKR goal-setting framework. This method has a high-level objective under which there are one or more measurable key results to achieve it. OKRs are set both at the individual, department and company level and can be connected to one another so that everyone is aligned in their work to fulfill the company’s vision and mission. Using this method, the company’s goals affect and are affected by the departmental, team, and employee’s personal goals.

The Goals area is divided into company and department goals (new design coming soon) and individual goals. In between are people’s goals where managers can see other employees goals depending on their permissions in bob. Even if you aren't using the OKR method, Goals in bob are designed to allow you to clearly map out and measure your own and others' goals.

To view a product tour video of Goals, go here.

Note: any employees’ goal data you had in the previous version of goals will be migrated into the new goal management system.

OKR Examples

Company and Department OKR

Individual OKR

Objective

Increase customer retention

Launch customer community

Key result

Increase response rate by 18%

Interview top 10 customers to understand needs and wants

Key result

Foster greater interaction with and among clients

Hold mini-webinar series in July

Key result

Send out monthly product updates

Research community platforms, narrow down to top 3

How to use My Goals in bob

My Goals is the area in bob for you to manage your individual goals as well as collaborate with your manager on your goal progress. Learn more about how to use My Goals:

How to use People's Goals in bob

If you have the permissions to view, create, and/or edit other people’s goals, you can review and manage other people’s goals using People's Goals. This is great for managers and admins who are managing other people. Learn more about how to use People's Goals:

How to use goals information in performance review cycles

If enabled by your organization's HR admin, people's goals can be viewed when conducting performance reviews using the goals side panel to empower people in your org to make informed reviews without leaving the performance review screen.

Permissions in bob

If you’re an admin in bob, you can set the permissions for Goals in bob in a way that best suits your organization. Read this article to learn how to set permissions and create custom permission groups.

Importing goals to bob

If you have permissions in bob to create goals and have them in an external source, you can import the goals data into bob easily by following the steps in this article.

Note: People's goals data refers to people's individual goals

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