Goals course 04 — Reviewing summaries and making a justified period decision

A goal review combines the measure, source quality and remaining commitments. Numeric target attainment is important, but it may not satisfy every condition required to close an objective. This chapter separates exact-result review from Overview and Performance summaries.

In this chapter

• Read the result before the aggregate
• Use Overview with its own scope
• Keep Performance separate from a person's worth
• Use lifecycle controls only for supported decisions
• Choose the next action at period end
• Complete an independent check

Read the result before the aggregate

Open the exact key result and compare its full measurement, target, unit, period, ownership and parent chain with the evidence register. Check whether every response belongs to the intended version and whether any assistance or duplicate observation changes its classification.

For the practice example, all three readers may eventually pass. That supports 3/3 or 100 percent of the defined check measure. If the agreed final reviewer has not read the final instruction version, that final-review condition remains open. Do not broaden the conclusion to general training effectiveness or job performance.

A mixture of old- and new-version responses may support a current operational checkpoint under an agreed rule, but it is not automatically complete validation of the new version. State which version each response tested before claiming a version-wide result.

Use Overview with its own scope

Open Goals > Overview. The display includes Total Goals, Active Goals, Completed, At Risk, Off Track and Not Started, plus Goal Completion, KR Completion and Overdue KRs. Execution Signals includes Linked Artifacts, Completed Artifacts and Execution Rate, with module-level contributions such as Board and Doc.

These units are different. A completed artifact is not an independent reader response. An execution rate of 100 percent cannot fill missing evidence for a specific KR. Do not assume all categories are mutually exclusive or that a filter on the Goals tab automatically defines Overview's population.

Compare a surprising aggregate with the exact source records and visible scope. Preserve the displayed value while investigating its definition. Do not mark a task Done or change a KR to make a dashboard look consistent.

Keep Performance separate from a person's worth

Open Goals > Performance and read the period, selected contributor and model before interpreting scores. The inspected model displayed System, Manager and Employee weights of 40, 35 and 25 percent, with manager check-ins, employee check-ins and evidence scoring enabled.

The weighted rule describes how the displayed model combines inputs. It does not establish that those inputs are complete or that an unassigned goal belongs to the selected contributor. Zero owned goals or zero evidence metrics cannot justify a conclusion that somebody performed poorly.

Evidence view can show execution, consistency, deadline, pace, progress and completion metrics. Execution History can show check-ins and metric entries. Those labels do not reconstruct the underlying reader responses or prove a specific artifact caused a score.

This course does not ask you to submit staff ratings, change the performance model or evaluate real people from incomplete training data. Identify the source gap and appropriate reviewer instead.

Use lifecycle controls only for supported decisions

In the KR detail, Change status offers Not started, On track, At risk, Off track and Completed in the inspected menu. Choose a state only when it matches the agreed business decision and the action is authorized.

Selecting Completed must not be assumed to set Progress, change Confidence, update parents or enforce review. After an actual permitted transition, reopen the same KR and its parents and compare their states separately. A child can be Completed while its parent remains Not started.

More actions includes Archive and Move to Bin. Neither is the same as accepting an outcome. Recovery, visibility and downstream effects need their own supported checks; do not archive or bin a record to make an incomplete period disappear.

Choose the next action at period end

If the target is met and every required review condition is satisfied, prepare a precise completion decision naming the scope, final version and evidence. If the measure is met but review or ownership remains open, say so and keep that obligation visible.

If the period ends below target, retain the actual result. The responsible owner may continue the unchanged commitment, agree a revised scope, close it as not achieved or stop the initiative for a stated reason. A revised target is a new decision, not a way to rewrite the old result as success.

For the three-reader example, two passes and one unperformed check support 2/3, not 100 percent. The next useful action is to arrange the third independent check if the objective still matters. A missing reviewer requires an accountability decision, not another percentage update.

Complete an independent check

Use a new instruction: “Bring a notebook. Write one action you can finish today.” Define two independent checks with a rule requiring both the material and first action. One response names both; the other is unperformed. The result is 1/2 or 50 percent, with the second check still needed.

Explain which Goal, Objective and KR fields would store the framework, which Board task would support it, how you would verify the link and what P would represent. Then explain why a Done writing task and a high confidence value would not change the count.

You have completed the course when you can navigate the hierarchy, define a reproducible measure, verify its relationships and saved values, and make a period decision without confusing activity, confidence, status and accepted outcome. Record unavailable native practice as a specific gap rather than inventing an execution result.