Im in the beginning og setting up/using goals for my company.
In the strategy map I have set up one goal. When open that goal, I can connect sub-goal/create or add related work project, task or portefolio.
Whats the difference between these two options? When do use when and why?
If I already have a project if would be better to add than connect sub-goal/create the same?
You can refer to this article for a full rundown, but a sub-goal will sit beneath the parent goal and automatically contribute to the parent’s progress, while related work will just not automatically contribute to progress but will appear as a connected item in the “Related Work” section of the goal.
Just to add to @Stephen_Li’s clear response, in the Strategy map, the connected sub-goals or projects that automatically contribute to the parent goal will have a solid line, while related work will have a dashed line.
Another additional information. tasks or projects automatically contribute the progress connected to a goal instead of sub-goals if you want that by changing the setting.
If you do that, you can’t update the progress automatically by sub-goals.
Therefore That should be used in bottom level goals, I think.
Actually you can set up sub-goal under that goal.But they don’t connect the progress of parent goal anymore.That doesn’t make sense.
I agree with @Stephen_Li that it’s important to read the article to understand Goals and the various options.
Since the various posts here might be hard for someone new to Goals to synthesize, I’ll try to give a short, high-level summary.
Goals exist in a hierarchy of levels that you can use, for example, if you might have four pillars (level 1), then a few goals (technically sub-goals now) in each pillar (level 2), then some of those level 2 goals are overarching ones that benefit from sub-goals themselves (levels 3 and beyond).
Regardless of the above, every one of those goals has a Progress measurement which can be a % (most common), $ or other currency amount, or numeric quantity (e.g., expanding to 5 new regions this year).
And every goal has a Progress source, which can either be Manual (you update the above by manually entering the %, $, or #), or Automatic (you can choose to set this goals’s measurement automatically be either a) its sub-goals measurements, b) projects you connect by milestone or tasks (I usually recommend milestones), or c) tasks you connect (I usually recommend against this).
Finally, every goal also has a “Related Work” section where you can connect Portfolios, Projects, and Tasks to the goal strictly as references/navigational aids to the actual work where the goal’s real effort is tracked. These have nothing to do with Progress above. These appear as dotted lines on the strategy map, not solid lines which are used for everything else.
Thanks,
Larry
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