Object Model
Workspaces and memberships
A company / tenant / workspace is the access context for company information. A group brings several companies together. A user is a person's account; a membership gives that person a role in a company. One person can hold different roles in different companies.
An organizational unit is a node in a company/department/team tree. Leadership and member assignments contribute to read/write scope. A membership role and a leadership assignment are related but distinct.
Cycles
- Planning cycle: Brings analyses, focus areas and OKR cycles into one time frame.
- OKR cycle: An annual or quarterly period for tracking objectives, linked to a planning cycle.
- Status: Preparation, active work and closure are distinct states. Closed-cycle rules depend on the record type.
Menu groups are not cycle phases. Find your work under Organization, Situation Analysis, Strategy, Goals & Tracking and Reports.
Objective → Key Result → Initiative
| Record | Meaning |
|---|---|
| Objective | A direction or outcome to achieve |
| Key Result / KR | A measurable outcome supporting the objective |
| Initiative | Work supporting a key result |
| Owner | Person responsible for the record |
| Contributor | Person contributing to the record |
An initiative belongs to a key result. Linking an objective to a parent objective or parent KR establishes alignment. Being an owner or contributor does not allow changing every field.
Focus area
A strategic priority that can connect to SWOT entries, KPI usages and objectives. Objectives can inherit focus areas through their hierarchy. Missing links appear in the Goal Alignment Matrix; they are not a general phase progression lock.
KPI → Measurements → Report usages
A KPI is a continuous measurement series in the company. It has an owning unit, responsible person, definition, breakdown and success criteria. A measurement contains dated target/actual and other measurement information.
A usage adds the same KPI to a report or focus area. Report weight belongs to the usage. A measurement appears in all live usages; the closing snapshot of a closed report does not change.
A success level comes from the KPI's criteria; a report score uses the report weights of evaluated KPIs. OKR progress and time-based OKR health are different calculations.
Confidentiality and permissions
Company-wide reading does not grant unrestricted access to confidential OKRs or individual performance. Editing checks the role, unit, ownership, status and enabled module together.