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Building and Monitoring Rocks

Rocks provide a simple and easy-to-understand way of setting and tracking objectives. They serve as a guiding light and a common purpose for the organization, allowing for clear measurement of performance and evaluation of business operations. By focusing on rocks, teams and individuals are motivated to make improvements and achieve success.

Building Rocks​

First, review the annual goals and long-term problem list on the Business Vision Board. From there, answer the question: "What are the top 3 to 7 most important tasks to be done this quarter?"

Next, create each important goal by following these steps:

Step 1: Select the item​

Choose the team that needs to set the goal. In the case of setting rocks for the entire business, select the "Leadership team".

Click on the "Goal" button on the toolbar.

Step 2: Create a Goal​

Select "Create Goal" to create a new rocks and fill in the following information:

  • "Title" of the goal.

  • Choose the "Type" based on the company's hierarchy:

    • Company
    • Department
    • Individual.

  • Choose the higher-level goal that this Rocks will "Support another Goals".

  • Select the appropriate "Goal Owner" based on the responsibility chart.

  • In the "Description" section, answer the following questions to determine the importance of the goals and its desired outcome:

    • Why is this important?
    • Why is it urgent?
    • What is the outcome?

  • Choose the current business “Session”.

  • You can adjust the due date and the goal's ownership group in the "More options" section.

  • Finally, click "Create".

After creating the rocks, pay attention to the “Effective Goal”. The quality criteria of a goal are important for measuring effectiveness, enhancing reliability, improving analysis and evaluation, as well as supporting goal management.

How to view the history of rocks changes?​

To view the history of goal changes on Simplamo, follow these steps:

  • In the goal editing interface, select the "Change history" feature.

  • The change history on Simplamo records all relevant changes related to that goal, including:

    • Name of the person who performed the action.
    • Name of the action performed.
    • Time of the action.
    • Details of the changes made.

Reviewing the history of goal changes helps us understand the organization's or individual's evolution and development. It allows us to identify the right choices and mistakes that have been made, and adjust and optimize future goals.

Defining how to calculate Goal progress​

Calculating the progress of a goal is essential for evaluating the implementation process. It helps determine the level of completion of tasks compared to the initial plan.

The progress states of a goal are:

  • "Off Track" is defined as 0% completion.

  • "On Track" is defined as between 1% and 99% completion.

  • "Done" is defined as 100% completion.

However, in cases where goals exceed the expected progress, Simplamo indicates this by displaying a "Medal" icon on the progress milestone column.

System alerts for Rocks status​

Goal status alerts notify specific conditions, changes, or issues related to a particular goal. They help monitor and evaluate performance, automate and support decision-making, provide alerts and preventions, and ensure efficient operations and goal achievement.

The alert types based on the goal status are:

  • Normal goal: These are rocks that are within the execution plan and have not encountered any issues affecting progress. The system displays the goal in Black.

  • Approaching deadline: These are rocks that are close to the completion date but have not achieved sufficient progress or are facing obstacles during execution. The system displays the goal in yellow and provides a notification deadline of "7 days".

  • Overdue Goal: These are rocks that have reached or exceeded the completion date compared to the initial timeline. In this case, the system alerts by displaying the goals in red and shows the number of days overdue.

Note: For rocks in the Approaching deadline or Overdue goal alert status, pay more attention and take necessary actions to ensure timely completion and collectively achieve the common objectives.