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Insights Details and Thresholds

List of Active Insights in Elate

Updated over 5 months ago

Active Insights

  1. Objectives Without Themes

    • Connecting objectives to a theme is critical to ensure your employees are executing towards the company strategy

    • >= 10% of active objectives are not connected to a theme

  2. Objectives Without Key Results

    • Objectives without any outcomes or tactics could be a sign that the objective is no longer relevant or the objective owner has not entered any measurable way to track success of an objective

    • >= 15% of active objectives don't have outcomes or tactics

  3. Highly Connected Objectives Off Track

    • Objectives with many relationships have a large business impact, we want to surface when these are off track so we can take immediate action

    • >= 4 Objectives with 5+ relationships 'At Risk' or 'Behind'

  4. Objectives Without Outcomes

    • When outcomes are not included on an objective, there is no clear direction around how success with be measured or the business impact

    • >= 5 tactic-only active objectives

  5. Overloaded Objectives

    • Overloaded objectives have 5+ outcomes which can create confusion on how success of the objective will be measured. We want to narrow the focus!

    • >= 15% of active objectives are overloaded

  6. Total Key Results Are Tactics

    • When objectives only have tactics as key results, we are not including any measurable indicators for the business impact creative a false sense of success

    • Tactic Total / Key Result Total Percentage >= 50% for an organization

  7. Objectives With Potential Risk

    • We call these Watermelon Objectives! There can be hidden risk when an objective has been consecutively 'On Pace' without any commentary

    • >= 10 active objectives AND >=3 on pace updates AND no comments in the past month

  8. Objectives Got Worse

    • When a significant number of objectives get worse, it's a signal to take action! We want to identify what is happening and pivot if needed

    • >= 10% of active objectives got worse

  9. Objectives Without Improvement

    • We want to make sure 'At Risk' & 'Behind' objectives are improving over time. When they are stagnant, we want to take action to get them into the green!

    • >= 25% of active objectives where status is 'At Risk' or 'Behind' and performance is the same

  10. Stale Objectives

    • Objective updates are critical to the execution of your Strategic Plan. When significant time goes by with no update, there is risk things are headed off track but we have no way of knowing to take action.

    • >= 25% of active objectives have not had a status update for >= 35 days

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