To help promote transparency and provide context of how an objective fits into the broader context of workstreams across your organisation, it's possible to align your OKRs to your organisation's strategy or OKRs.
Before we begin, there are some caveats:
You cannot align an objective to more than one objective.
You cannot align a key result to another key result or objective.
You cannot align an OKR to both a strategy and another OKR.
How to align your OKR:
To begin, go to the OKR you’d like to align. From there, you can either click on the 'Alignment' tab and click on the blue 'Align this Objective' / 'Change alignment' button or click options and click ‘Change Alignment’ from the Options menu:
In the new menu that appears, you can see a list of the available OKRs and Strategies you can align your OKR to. You can search for the OKR or strategy or filter by type, person or team.
You can quickly identify the type of OKR or Strategy you want to align to by looking at the small box titled 'S' or 'L1/L2/L3 O' next to the title. The number also represents the level of Objective you're aligning to, i.e an L1 Objective is a top level Objective. L2 is the next level down, and L3 is the level below that:
If your desired OKR or strategy doesn't immediately appear in the list, you can search for it or use the filters to identify it. Once you've found the OKR or strategy you want to align to, click on it and click 'Done' to confirm your selection:
To view the alignment, or to get an understanding of where your OKR sits in the alignment tree, click on the 'Alignment' tab on your objective page. This will show you how many levels below the strategy your OKR sits, as well as any additional OKRs that are aligned to your OKR:
How to view multiple alignments:
There will be some branching of OKR alignments, i.e when teams all own different OKRs that align to the same top level OKR. To view a particular alignment branch, go to the alignment tab and click 'Choose L#' to select the alignment you want to display:
As you can see above, it now displays the different branch of the alignment tree. To change the view to another branch, click on the symbol that appears below the branch to select a different branch:
Viewing OKR alignment from the company page, a team page or profile page:
When viewing OKRs on your company page or your team page, you can quickly view the alignment tree without needing to access the OKR itself. Click on the 3 dots next to the Objective title and click 'view alignment' to expand this:
Where there is a branch in the alignment, you can again select which branch to display by clicking on the blue 'Choose L# Objective' button, i.e:
Need some more help?
If you have any questions or need further guidance around this topic, feel free to contact your J3T representative by clicking on the blue speech bubble icon to the bottom right of the page and initiating a conversation like this:
Or alternatively you can also send an email to 'firstname.lastname@example.org'.