Asana - Goals

We use Asana Goals to manage our team OKRs.

We use Team Goals associated with the Team - Tech - General team

The top level goals represent the Objectives.

The sub-goals represent the Key Results.

We stick to a 2-level goals hierarchy.

Objectives are defined and tracked yearly.

Key Results are defined and tracked quarterly. Some KRs can be repeated every quarter.

Configuration

Fill in the form as follows:

Title: Short and clear statement
Goal Owner: Anyone
Accountable Team: Team - Tech - General
Time Period: FY##
Privacy: Public
Members: Team - Tech - General [Can edit] (automatically set once the Accountable Team is selected)
Parent Goal: None
Update Method: Automatic
Progress Source: Sub-goals
Measurement: Percent

The result should look something like below.

Fill in the form as follows:

Title: Short and clear statement
Goal Owner: Anyone
Accountable Team: Team - Tech - General
Time Period: Q# FY##
Privacy: Public
Members: Team - Tech - General [Can edit] (automatically set once the Accountable Team is selected)
Parent Goal: Select the corresponding parent goal
Update Method: Manuel
Measurement: Choose the appropriate option
Current Value: Input the starting value
Target Value: Input the target value that we intend to achieve by the end of the quarter

The result should look something like below.