Organizational goals

Organizational goals are strategic goals, often defined at the top levels of an organization and cascaded down to the lower levels. Organizational goals are associated with organization units.

For example, an organization may have a strategic goal to cut operations expenses by 5 percent. The goal could be cascaded to all organization units, and each employee within each organization unit would be expected to have a goal that aligns with this organizational goal.

Administrators can define organizational goals for any organization units and cascade organizational goals from an organization unit down to its subordinate organization units. They can also align an organizational goal for an organization unit with an organizational goal from an organization unit higher in the organization structure.

Goal leaders have the same functionality as administrators with regards to organizational goals, except that they are restricted to organizational goals that are defined for their assigned goal categories. Goal leaders that are assigned as Primary Person Responsible or Secondary Person Responsible on a goal category have access to any organizational goal defined for that goal category and can define, cascade, and align any organizational goal that uses that goal category.

Managers can define organizational goals for their own organization unit and align them with an organizational goal from organization units higher in the organization structure.

For example, at the top organization unit level, you might have a goal to increase customer satisfaction. A development organization unit might define an organizational goal to decrease errors in their code. A documentation division might define an organizational goal to simplify documentation. Either organizational goal could be aligned with the top organization unit's goal to increase customer satisfaction.

Organizational goals can be defined to be used as templates for resource goals. You can specify which values can be modified when a template goal is copied.