Define KR Types in Viva Goals
The Key Result(KR) types enable users to establish goals with defined outcomes. These KR types can be simple quantity-type key results that measure progress from one point to another. Or, they can be guardrail (quality-type) key results that help monitor consistency and efficiency of businesses or to establish baseline for a key result.
What are the different KR types you can create in Viva Goals?
Viva Goals allows you to create 5 distinct types of Key Results; we are broadly classifying them into two main categories:
Regular KR types (Quantity):
Reach: The 'Reach' metric type is useful when you have a specific target that you want to achieve, for example, "Conduct 5 internal surveys" or "Launch 4 Kitchens".
Increase from: When the OKR is required to track a metric which is already at a certain number and must increase to a higher number, you can choose the 'Increase from' metric. For example, “Increase revenue from $20Mn to $40mn this year”. Here, the ‘from’ indicates the starting value of $20Mn and the ‘to’ indicates the target value of $40Mn.
Decrease from: Similarly, when the OKR is required to track a metric which is already at a certain number and must decrease further to a lower number, you can select the ‘Decrease from’ metric type. For example, “Reduce P0 bugs from 50 to 10 this quarter”. Here, the start value is the higher value of 50 and the target value is the lower value 10.
Control KR types (Quality)
Control KR types are useful when you must keep your key results above or below a certain threshold value. For instance, “Keep CSAT score above 9”.
Viva Goals has 2 control metrics:
Stay below: When teams are setting up their quarterly/annual OKRs, along with the quantity metrics such as revenue, they would also like to set up guardrail metrics. These metrics help in maintaining quality. For example, “Keep churn less than $100k”. Here, the input is only the target value which acts as a threshold and the metric is always tracked to stay below this threshold.
Stay above: Similarly, when the OKR is required to track a metric to help maintain quality such as “Keep NPS above 9” the stay above KR type can be used. Here, the input is only the target value which acts as a threshold.
Adding risk threshold to control metrics:
Users can now optionally add a “Risk threshold” value to the control metrics they are creating. If a control metric has a threshold added, then it manifests in the following ways:
- Behind Status: Any check-ins that fall between the risk threshold value and the final target value will be marked as “Behind.”
- Accepted risk threshold value: For stay above key results, the risk threshold must always be lesser than the final target value of the key result. For stay below key results, the risk threshold must always be greater than the final target value of the key result.
Baseline Key Results
Baseline key results can be used when the target value is not yet known, and the organization is trying to measure a goal which is important enough to be tracked alongside other type of key results.
Ex. Find customer retention rate, while the metric for Retention rate needs to be tracked there is no clear target that can be set as this as a metric has not been tracked by the organization previously and therefore target cannot be set with any degree of confidence. In such cases a baseline key result can be created where there is no need to set a target value.
How can you set KR types for a Key Result?
Add a key result by selecting '...' and then choosing the Add a Key Result option from the dropdown. You can also edit an existing key result to set a KR type for it.
In the 'Create Key Results' quick view page that appears, enter the title of the key result.
Select Add metric that appears below the title.
Enter the target name and choose the appropriate KR type using the Target should dropdown.
Depending on the KR type, enter the target values and select Create.
Progress and Status Calculation:
Progress and status calculations in Viva Goals vary depending on the key result categories—regular KR types and control KR types.
Progress status calculation for regular KR types
Progress and status for the regular KR types are determined by two types of progress:
Expected progress: Viva Goals calculates expected progress based on the start and end date of an OKR. At the beginning of the time period, the expected progress will be 0% and at the end of the time period the expected progress will be 100%
Actual Progress: Actual progress is calculated based on the check-ins made on the OKR. There are three ways check-ins can be made:
- From a data source (Integration)
- Roll up from Key results
Status calculation for regular KR types:
There are two ways in which status can be determined.
- Derive Status based on Actual Progress: Status of the OKR is set based on the actual progress made via automatic progress updates.
- Manually Update Status: Users can manually update the status of the OKRs by making check-ins. This will override the status set automatically by Viva Goals based on progress updated via roll-up from key results or via a data source.
You can learn in detail how the progress and status are calculated for regular KR types in this article.
Progress status calculation for control KR types
Progress and status for the control KR types ‘Stay below’ and ‘Stay above’ are calculated as follows:
If the current metric value is less than the threshold or target value, then the progress of the OKR is set to 100%, and the status is set to “On Track”.
Let's take the example key result "Keep churn below 100k" as shown in the image below. The progress graph, on the right, can be seen with a point in the graph that represents a check-in. Each check-in made will be represented as a point in the graph.
The red dotted line indicates the border value below which the progress points must be in order to be "On Track".
Similarly, if the value is greater than or equal to the threshold or target value, then the progress of the OKR is 0% and the status is set to “At Risk”.
Let's take the example key result "Maintain page response time below 2 seconds". As shown in the image, the current progress or check-in made is depicted as a point in the graph.
Since it is greater than the border value of 2, it lies above the red dotted line and in the shaded area that represents "At Risk". This indicates that the status of the key result is "At Risk".
Any check-in or progress point that lies on the red line or in the shaded grey area is "At Risk" while those that lie in the white area are On Track.
If the value is greater than the threshold value, then the progress is set to 100% and the status is “On Track”.
Let's consider the key result "Ensure NPS stays above 9", where 9 is the border value represented by the red dotted line as shown in the image below. Each point in the graph represents a check-in. Since the point lies in the white area above the dotted line, the progress status is "On Track" as the white area represents "On Track".
If the value is equal to or less than the threshold value, then progress of OKR is 0% and status is set to “At Risk”.
Let's take the example of the following key result: "Maintain average FCSAT score above 8". Here, 8 is the border value represented by the red line. Since the current progress value is 7.8, which is less than the border value, the progress point is shown to be present in the shaded grey area. This area represents "At Risk" and so, the status of the key result is "At Risk".
For control KR types, there is no notion of “Behind” since we consider these KR types as met or unmet.
How does roll up happen for control KR types?
Based on the progress of the control metric-type key result (either of 0% or 100%), the value is rolled up from the child KR to the parent objective.
If you want to turn off roll-up, this can be done by making the contribution of each key result to 0%. Here's how:
Right-click on the parent objective and select Manage contributions.
Changing the corresponding KRs to 0% and select Save.
Status calculation for baseline key results
Baseline key results do not have a notion of progress associated with it, but have statuses which are different from the other types of key results.
The statuses for baseline key results will be: Not started, In-progress, Closed, Postponed. Whenever there is a check-in value associated with a baseline type of key result, the status will be automatically updated to ‘in-progress’. The user must manually update the status of the Key result to any other state such as closed or postponed.
Roll up: If the parent key result created and the children key result created under the parent are all of type baseline then the sum of values from the children is rolled up to the parent.
FAQ (Frequently Asked Questions)
- After adding risk threshold to an existing control metric the status will automatically change to Behind?
- No, only the next time when you make a check-in or edit the values, will the status get updated to Behind till then it will continue to stay At-risk or On-track only whatever the status was before the risk threshold was added.