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Goals & OKRs

Objective and Key Result (OKR) tracking system for organizational alignment and performance measurement.

Overview

The Goals module implements a full OKR framework with hierarchical goal setting, key result tracking, and progress visualization.

Goal Hierarchy

Organization Goal

├── Team Goal
│ ├── Key Result 1
│ ├── Key Result 2
│ └── Key Result 3

└── Employee Goal
├── Key Result 1
└── Key Result 2

Core Entities

Goal

FieldTypeDescription
namestringGoal title
descriptionstringDetailed description
deadlinestringTarget quarter/date
levelenumOrganization, Team, Employee
progressnumber0-100% completion
ownerEmployeeIdUUIDResponsible employee
ownerTeamIdUUIDResponsible team (optional)

Key Result

FieldTypeDescription
namestringKey result title
typeenumNumerical, True/False, Currency
targetValuenumberTarget metric
initialValuenumberStarting metric
currentValuenumberCurrent metric
goalIdUUIDParent goal
weightnumberImportance weight

KPI (Key Performance Indicator)

FieldTypeDescription
namestringKPI name
typeenumNumerical, True/False, Currency, Task
currentValuenumberCurrent value
targetValuenumberTarget value
operatorenum>= , <=, =

Goal Templates

Pre-built goal templates for common objectives:

TemplateLevelDescription
Revenue GrowthOrganizationIncrease quarterly revenue
Customer SatisfactionOrganizationImprove NPS score
Sprint VelocityTeamMaintain sprint velocity
Code QualityTeamReduce bug count
Skill DevelopmentEmployeeComplete training goals

Time Frames

Goals operate within defined time frames:

PeriodExample
AnnualFY 2024
QuarterlyQ1 2024, Q2 2024
MonthlyJanuary 2024
CustomAny date range

API Endpoints

# Goals
GET /api/goals
POST /api/goals
PUT /api/goals/:id
DELETE /api/goals/:id

# Key Results
GET /api/key-results
POST /api/key-results
PUT /api/key-results/:id

# KPIs
GET /api/goal-kpi
POST /api/goal-kpi

# Templates
GET /api/goal-templates
POST /api/goal-templates