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Create Focus Areas and OKRs

Menus: Strategy → Focus Areas; Goals & Tracking → OKR Cycles

Focus areas connect strategic priorities, KPIs measure them, and OKRs describe outcomes within a period. You do not need to approve a separate Synthesis phase before creating these links.

Create a focus area​

  1. Select the correct company and strategic cycle.
  2. Create a record in Strategy → Focus Areas.
  3. Fill the form fields such as title, description, color and weight.
  4. Save and open the focus area details.

For example, explain the need addressed by a “Customer Experience” focus area. Keeping a small set of clear priorities is team guidance; “3–5 focus areas” is not a fixed system rule. Creation remains subject to effective entitlement limits.

Link relevant SWOT entries to make the source of a priority traceable. An entry may support more than one focus area. SWOT Analysis explains company/unit and product scopes.

KPIs and the BSC perspective​

Add an existing KPI from the register or create one from a library. The measurement series belongs to the KPI; no separate report copy is created.

  • Set the report weight on the focus area's KPI usage.
  • Select Financial, Customer, Internal Processes or Learning and Growth.
  • Focus Areas → Perspective (BSC) displays these same KPI usages by perspective.
  • Enter measurements through KPI Tracking; a closed report shows its closing snapshot.

See KPI Tracking and BSC perspectives.

Objectives, KRs and initiatives​

  1. Open the relevant cycle under Goals & Tracking → OKR Cycles.
  2. Create an objective in an authorized unit in OKR Tree or OKR Focus.
  3. Check its title/description, dates, weight and strategic links.
  4. Add measurable key results; use baseline/target/actual or progress fields appropriate to their type.
  5. Add initiatives under KRs for delivery work, assigning owners and contributors.

The objective owner is assigned from the unit leader. KR and initiative ownership/contribution assignments represent different responsibilities. Creation permissions and cycle locks still apply.

An objective can link directly to a focus area or inherit it through its parent objective/parent KR chain. Explicit manual selection is not mandatory for every objective, and absence of a link does not universally block saving.

Missing links may appear as attention/gap items in Goal Alignment Matrix and Health. Aim to complete the Status Report KPI → Focus Area KPI → KR chain. A KR links to a focus area KPI in the same strategic cycle. See Reports.

Alignment to a parent objective/KR provides strategic traceability; child progress is not automatically added to the parent's own KR calculation.

Permissions and locks​

  • Admins and Strategy Managers work within their business-module permissions.
  • Team Leads create/edit structure in their led subtree; unit strategy also requires the effective feature.
  • Members do not create structure; they update permitted progress on work they own or contribute to.
  • Pending/approved-plan and closed-cycle write restrictions remain in effect.

If creation fails, check permissions, unit scope, cycle state and effective limits; missing focus selection is not the only possible reason.