“can’t I just use a spreadsheet?”—Why objectives go beyond a static spreadsheet checklist

February 19, 2016 - 3 minute read - Posted by

Understanding how objectives and key results are not just task or checklists can make goal-setting less complex and more motivating

Knowing how tasks and projects inform objectives will keep you focused on effectively communicating what matters. Aligning team efforts and sharing progress updates to keep initiatives on track is one of many great reasons teams use objectives and key results.

Ensuring you’re not duplicating info from one product to another when it comes to getting to-dos done is key to creating concise, effective objectives.

A key component of the objectives and key results goal-setting method is that they align efforts throughout entire teams

This is where task management focused products become limited and something more robust compliments them.

Objectives and key results are best executed when there is progress roll-ups, visual alignment, and continuous in-context conversations. So how do products that task-driven, and other products that are coaching driven empower the other to create a goal-setting and tracking cycle?

Here’s a preview of our advanced guide to task prioritization, project planning, and objective creating that answers this question. The guide explores the granular differences between common tasks, projects, and objectives and what software best empowers each step along the way.

task to object timeline

To answer to the question, “can’t I just use a spreadsheet?” you have to look at what stage your team is at with objectives and the workflows you use with the other products you have.

Spreadsheets are helpful during draft brainstorming sessions and project planning or execution—they are not good when it comes to continuous check-ins, progress updates, analytics and visually aligning impacts.

Task management projects, such as Asana and Trello, help with sharing next steps on projects and keeping team members up to date with snapshot moments in timeline form. Products like Confluence, a wiki software, are great for internal knowledge sharing and building an internal resource hub.

However, what all these products miss when it comes to objectives and key results is the continuous, high-level, communication of progress. Progress that’s also directly tied to in-context coaching.

Interested in learning more and getting other examples?

Download the guide below to learn how these different products compliment each other, rather than compete!
Untitled-1aThis guide is packed full of workflows, objective examples, check-ins and what make them great, and other tricks to elevating your objective workflow.

get the guide here

When it comes to full objective life-cycle management for teams, it’s important to define what work-flows and products you use to leverage their functionalities effectively. This guide will help you become a rockstar goal planner and executer, knowing exactly where to go for what purpose.

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