Short term goals · Quarterly objectives · Component
The review record
The end-of-quarter scoring with the reasoning behind it — the input to the next set rather than a report on the last one.
The deliverable
What it is
A quarter that is not closed properly cannot inform the next one. Scoring without reasoning produces a number nobody can act on.
The most useful entries are often the missed objectives that explained why. A goal that was hit and taught nothing is worth less.
One level in
What it is made of
Each element is a constituent part of the component. Follow one to see the attributes it carries.
The score
Whether each objective was met, against the measure agreed at the start.
3 attributes: Objective · Final value · Result
LearnWhat was learned
What the quarter revealed, independent of whether the objective was met.
2 attributes: Finding · Carried into
Learn
Score against the measure agreed at the start. Revising it at the end turns the review into a description of what happened.
The other components in quarterly objectives
The objective set
Three to five written objectives for the quarter, each with an owner — few enough that they can all be named from memory.
LearnThe measure per objective
One indicator per objective that will settle whether it was met — agreed before the quarter starts.
Learn