How to Navigate Business Outcomes and Create Outcome Cards
To get to the Business Outcomes dashboard, log into AgilityHealth® and click the Business Outcomes link at the top of the page.
Business Outcomes Dashboard Navigation
On the Business Outcomes dashboard, your teams are represented in the left navigation. The top level of the left navigation represents the organization as a whole, with teams organized below.
When you select a row in the left navigation, the content to the right will adjust to represent that level of your organization. You will see three blue columns, and to the right of those columns you will see Delivery columns that represent the teams directly below the team you have selected. You will not see any Delivery columns for individual teams as there are no teams below them. The team columns will mimic the structure you see in the left navigation.
Watch a short video on how to structure your Business Outcomes Dashboard.
Create a Business Outcome Card
In the main content area, you will see three columns: Strategic Intent; Strategic Themes; and Quarterly Outcomes. Create cards in these columns to represent your 3 year, 1 year, and Quarterly goals at each team level. When the top level of the left navigation is selected, you are creating strategic goals for your entire organization. You can also create strategic goals at each level of your organization.
This short video will give you a high-level overview of how to create an Outcome/OKR card.
The Business Outcome card will help you record your desired outcome (objective), and allow you to create key results that will track your progress towards that outcome (objective).
Here’s an example:
“Deliver world class customer success and experience”
The Hypothesis/Description area lets you record why you believe this outcome is important to your business. We like to start the Hypothesis/Description area with the words, “we believe.”
Here’s an example:
“We believe that by delivering world class customer service that we will retain or market leadership in the agile transformation world.”
Key Results measure your progress towards your desired outcome. Generally you should have two to five key results per outcome. All Key Results must be measurable, and therefore require a starting number and ending number.
Here's an example:
“Increase Net Promoter Score from 6 to 9.”
In this example, you would enter “Increase Net Promoter Score from 6 to 9” under “Key Results,” the Metric type would be “NPS,” the “Start” would be “6,” and the “Goal” would be 9.
The “Current” field allows you to update where you are today. Check in at least every two weeks to update what is “Current” and see your progress bar move!
Try it out!
Enter a Key Result by adding the following:
- Key Result title (remember to make it quantitative with a start and end goal)
You can also assign a color to each card. A helpful practice is assigning related cards the same color, so that you can quickly see which cards are in the same category on the Business Outcomes dashboard.