Outcome relationships
Connecting outcomes through relationships, parents and dependants
Often when doing OKRs or setting goals within an org, you'll have outcomes that are tied to one another. Tability lets you do this, through outcome relationships.
There are three types of outcome relationships:
Parent: This is an outcome that's part of a parent plan, that an outcome directly relates to or contributes to the success of.
Dependant: The opposite of a parent. By assigning a dependant to an outcome, the outcome will become the parent of that dependant.
Relationship: No hierarchical relation. Use this type of relationship to signify there is a connection or shared theme, but the progress of one does not lead to another's.
How to assign relationships
To add or remove a relationship, go to the outcome you'd like to connect and follow these steps:
Click on your outcome to bring up the outcome details modal.
On the right side of the modal, find the section called Relationships. Click on the Add relationships button.
In the Add a Relationship modal, select to add a parent, dependency, or a related outcome.
Follow the prompts to add your relationship
Now when you go to your outcome, related outcomes will be visible on both outcomes.
Automating Check-ins using dependants
One advantage of having dependent and parent outcomes is the ability to automate progress on a parent outcome using the sum or average of it's dependants.
Example:
Your outcome is "Earn $100K in monthly revenue". You want to split this between two separate teams, so you give each team an outcome of "Earn $50K in monthly revenue." You can then connect the parent ("Earn $100K monthly revenue") to a data source of Dependant Key Results and it will automatically update progress when the two dependant outcomes update their progress.
How to set Dependants as a data source
Go to the parent outcome. Make sure that you've already set up your parent and dependant relationships via the step above.
Click on the outcome to bring up the outcome details modal. Then click on the ellipses [⋯] icon and click on Edit in the dropdown menu.
Navigate to the Data source tab.
Under Change data source select Dependent Outcome
Select your Aggregation type. This will be either a sum or average of the dependents.
Click Save & preview.
For more tips on how to use cascading goals, read How to cascade revenue goals into achievable team metrics.
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