Overview

Every company is unique in the way they customize their OKRs process to achieve their desired outcomes. In many cases, the process also requires specific rules for ownership and accountability.

In Gtmhub, you can restrict the ownership of OKRs and tasks to teams or employees or a combination of both.

By default, objectives, key results, and tasks can be owned by both employees and teams. However, you can further limit the ownership to one or the other.

The ownership settings are applied account-wide and take effect over all OKR sessions. Any objective, key result, or task that is created in the account will respect the rules set in the account settings.


Prerequisites

To modify the account-wide ownership, you must be an administrator or have permissions to access the account settings.


Modify ownership rules

Perform the following:

  1. In the bottom of the navigation pane, click Settings.
  2. On the Configuration tab, click Methodology.
  3. In Who can own Objectives? section, select one of the following:
    Employees and teams, Teams only, Employees only.
  4. Click Save.
  5. Perform the same in the Who can own Key Results? and Who can own tasks? sections.

NOTE: The changes apply only to new objectives, key results, and tasks. They do not affect already created ones.


Use cases

Beside the default combination of objectives, key results, and tasks, owned by both employees and teams, there are some other common combinations.

You can consider implementing in your OKR process the following examples:

  • Objectives owned by employees and key results owned by employees and teams

    This combination increases the accountability over the respective goal. The objective is assigned to one person, indicating that they are in full ownership of delivering the goal. When a team is responsible for an objective, the manager is assigned as the objective owner.

    Key results can be team owned or individually owned depending whether the team is supposed to contribute or an individual.
  • Objectives owned by teams and key results owned by employees

    This combination fosters teamwork and collaboration where each person contribution is visible.

    The objective is assigned to the team, where team can be any group of people working on a common goal. Key results are owned by the individuals from the team.
  • Objectives owned by employees and key results owned by employees

    This combination increases the accountability on all levels. The objectives, as well as key results, are is owned by a particular individual.
  • Task owned by employees

    This is the most preferred option, because limiting the ownership to employees breaks down the work into smaller pieces and has visibility over the work progress.

NOTE: Gtmhub does not limit the number of teams each user can be part of. Many organizations create virtual or temporary teams in Gtmhub to suit the current needs of the business.

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