OGSM overview

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

Parts of the OGSM

Objective

With the objective you see:

• The title of objective.
• The status of the OGSM: green, orange, red.
• Labels added to the objective.
• The owner.

Goals

With a goal you see:

• The title of the goal.
• The final goal value, the unit and the target date of the goal.
• The status of the goal: green, orange, red.
• Labels added to the goal.
• The owner of the goal.

Strategies

With a strategy you will see:

• The title of the strategy.
• The status of the strategy: green, orange, red.
• Labels added to the strategy.
• The owner of the strategy.

Indicators

• Click on a strategy. The strategy is expanded. You now also see the indicators and the actions.
• Click on the up arrow at the bottom of the strategy to collapse it again.

• The title of the indicator.
• The final target value, unit and target date of the indicator.
• The status of the indicator: green, orange, red.
• Labels added to the indicator.
• The owner of the indicator.

Actions

• The title of the action.
• The status of the action: green, orange, 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 will be red.
• The deadline of the action. If the deadline is in the past and the action has not yet been completed, it will be displayed in red.If the action has the status 'Icebox' or 'To do': the start date of the action
• The owner of the indicator.
• The progress in the form of a bar from 0 to 100 percent.

• Click on the 'Add' link. E.g. 'Add goal'.
• Type the title of the item.
• Click on 'Save' or press <Enter> to save the item.
• You can now directly add a new item. Or click on 'Cancel' or outside the form to stop adding a new item.

View and edit details of an item

• Click on an item to view the details.
• As an 'Administrator' of the team or as an owner of the item, you can also edit it. All members of the team (except "Viewers") can comment on the item.

Drag and drop items

• Move the pointer over the item.
• Hold down the mouse button and drag the item to the correct position. Release the pointer again.

Change view of the OGSM

• Click on the components toolbar item.
• Select the desired view:
  • Show archived items: The OGSM now also shows items that have been archived.
  • Expand strategies: the OGSM is then fully visible, including all indicators and actions.
  • Show descriptions: all descriptions are also shown with the items.
• Click 'Apply'.

Filter OGSM overview

• Click the filter toolbar item.
• Select the desired filters.
• Click 'Filter'.