OGSM overview

This is the overview of the OGSM. At a glance you see the objective, goals and strategies. And you can also quickly view the KPIs and actions.

Overview of an OGSM

Parts of the OGSM

Title, team and status

In the toolbar above the OGSM you see the title of the OGSM.

The OGSM score indicates to what extent the OGSM has been developed. Click the score to see tips for improving the OGSM.

On the right side you see the status of the OGSM:

Draft: work is still being done on setting up the OGSM. For example, it could be next year’s annual plan.
Active: this is the OGSM the team is currently steering on.
Inactive: the OGSM is no longer active. For example, it could be last year’s annual plan.

Click the status to change it.

Objective

For the objective you see:

The title of the objective.
The status of the OGSM as the colour of a traffic light: green, amber, red.
Labels added to the objective.
The owner.

Goals

For a goal you see:

The title of the goal.
The final target value, unit and target date of the goal.
The status of the goal as the colour of a traffic light: green, amber, red.
Labels added to the goal.
The number of underlying goals.

Strategies

For a strategy you see:

The title of the strategy.
The status of the strategy as the colour of a traffic light: green, amber, red.
Labels added to the strategy.
The initials of the owner of the strategy.

You can expand and collapse strategies to choose whether you also want to see the KPIs and actions.

Hover over the strategy. A button with an arrow appears in the top right.
Click the button to expand or collapse the strategy.

KPIs

For a KPI you see:

The title of the KPI.
The final target value, unit and target date of the KPI.
The status of the KPI as the colour of a traffic light: green, amber, red.
Labels added to the KPI.
The initials of the owner of the KPI.
The number of underlying KPIs.
The number of OGSMs in which the KPI is visible.

Actions

For an action you see:

The title of the action.
The status of the action as the colour of a traffic light: green, amber, red.
Labels added to the action.
The start date of the action. If the start date is in the past and the action has not yet started, it is shown in red.
The deadline of the action. If the deadline is in the past and the action has not yet been completed, it is shown in red.
The number of underlying actions.
The number of OGSMs in which the action is visible.
The initials of the owner of the action.
The progress as a bar from 0 to 100 percent.

Add items

Click the ‘Add’ link.
Type the title of the item.
Click ‘Save’ or press ‘Enter’ to save the item.
You can now add another item immediately. Or click ‘Cancel’ or outside the form to stop adding new items.

After adding an item, you can edit it to fill in the details.

View and edit details of an item

Click an item to view the details.

Note: when the OGSM is in ‘Draft’ status, Administrators and Participants can edit all items. When the OGSM is ‘Active’, Participants can only edit their own items.

Drag and drop items

You can easily drag items to another position in the OGSM. For example, change the order of the actions or move a goal to the KPIs.

Hover over the item.
Hold down the mouse button and drag the item to the right position. Release the pointer.

The toolbar above the OGSM consists of two rows. In the top row you switch between OGSMs and choose how the canvas is displayed. In the bottom row you work with bookmarks, filters, sorting and the components you want to see or hide.

Top row: name and view

On the left of the top row you see the name of the OGSM you are currently viewing. To switch to another OGSM, use the main menu: hover over the team name to see that team’s OGSMs.

View: switch quickly between the three views of this OGSM:

OGSM: the canvas with the objective, goals, strategies, KPIs and actions (this page).
Actions: the action board with all actions from the OGSM, shown as columns, timeline, list or impact/effort matrix.
Report: the report view of the OGSM, for example for an action or strategy review session.

Bottom row: bookmarks, filter, sort and components

Bookmarks: create bookmarks to return quickly to a specific view. First set the filters and sorting, then click ‘Save current view’.

Filter: lets you filter the results. When a filter is active you see this in the toolbar. Click the cross to remove all filters.

Sort actions: sort the actions in the OGSM by start date, deadline or alphabetically, for example.

Components: choose to show archived items, descriptions or underlying items. You can also expand all strategies in one click.