Targets. Overview

This section describes target types and types of relations between targets in the Planner application.

1. Types of Targets

There are several types of targets in the Planner application, which allow you to plan and manage projects with greater flexibility and detail.

Type of target

Description

Example

Type of target

Description

Example

Objective

Ambitious, qualitative descriptions of what you want to achieve. Answers the question: Where do we need to go to achieve the desired goal?

Should be:

  • Formulated as a short sentence.

  • Understandable for the entire team, inspirational, and engaging.

  • Aligned with an organization’s strategic goals.

  • Realistic. Challenging but attainable. 

  • Time framed.

  • Measurable. The grade for achieving Objective is measured by Key Results

Increase the company revenue by 10% in the next two quarters

Key Result

Set of metrics that measure your progress towards the objective. Answers the question: How do I know that I am getting to Objective?

The key result can be measured by the per cent or quantity of something.

Progress of a Key Result directly affects progress
of a parent Objective

  • Employ five salespeople to help out the sales department

  • Sell over 1,000 units of products monthly

.

 

Initiative

Small goal or a specific action you need to do to achieve a small goal (other Initiative), Key Result or bigger goal (Objective).

Please, pay attention, that at the moment
progress of an Initiative doesn’t affect progress
of a Key Result/Objective

Perform regression testing to identify critical errors.

Milestone

Scheduled end date, when the planned goals and results are to be achieved.

Please, pay attention, that at the moment
progress of a Milestone doesn’t affect progress
of a Key Result/Objective

Release on Prod

Capability

Activity or ability that enables an organization to achieve specific goals or objectives

Financial Management

Epic

Large amount of work that encompasses multiple smaller work items, known as Features, Stories, or Tasks, which collectively contribute to a significant aspect of a project.

Epics often represent high-level objectives or significant deliverables and are broken down into manageable parts that can be completed over several iterations or sprints

User Account Management

Feature

High-level functionality or service that delivers significant value to the end user. It represents a set of capabilities that fulfill specific user needs and is often a part of a larger product or system

User Authentication

Story

Simple and concise description of a functionality from the perspective of the end user. It captures who the user is, what they want to achieve, and why it is important.

The structure of User Story is:

As a <User> I want to <description of an action or a possibility> so that <purpose/desired outcome>

As a user, I want to reset my password so that I can regain access to my account if I forget my password.

Task

Specific piece of work that needs to be completed to accomplish a Story, Feature, or Bug. Tasks are usually assigned to team members and have more detailed steps or instructions

Design password reset UI: Create wireframes and design the user interface for the password reset functionality, ensuring it is user-friendly and accessible

Bug

Error, flaw, or unintended behavior in the software that needs to be fixed. Bugs can affect usability, performance, security, or other aspects of the application

Password reset link not working: When users click the password reset link in the email, they are redirected to a 404 error page instead of the password reset form

Here’s how you can use them:

  • Strategy: Continue to set and track your objectives, key results, and initiatives.

  • Roadmap: Plan long-term capabilities and break them down into epics, features, and milestones to get a clear overview of your project’s progress and dependencies.

  • Delivery: Manage day-to-day tasks, user stories, and bug fixes to ensure smooth project execution.

2. Types of Relationships

In the Planner application, there are three types of links:

Type of Link

Description

Type of Link

Description

Parent-Child

  • Targets become dependent on each other, and a period of a parent target includes periods of all child targets.

  • The change of a child target's period leads to a change in a parent target's period

Dependencies (Start/Finish) 

  • Targets are dependent in start/finish. See 2.1.1 Dependencies (Start/Finish)

Contribution

  • Targets are independent (just linked).

  • A change in one target doesn't lead to a change in the other connected targets.

This type shows that the work for achieving common results is performed in the same area

2.1 Parent-Child

image-20240206-162837.png

Constraints of the parent-child relationship:

  • An Objective target cannot have a parent target. Only Key Results can be children to an Objective.

  • A Key Result target cannot have child targets.

  • Initiatives can have as many nested levels of targets as you need.

  • Each parent target inherits the progress of child targets.

2.1.1 Dependencies (Start/Finish)

There are four-time dependencies:

Dependency

Description

Dependency

Description

Finish to start

The linked target must be started on the same day when the main target is finished

Start to finish

The linked target must be finished on the same day when the main target is started

Finish to finish 

Both linked targets must be finished on the same day

Start to start 

Both linked targets must be started on the same day

2.2 Contribution

2.2.1 Contributes To

“Contributes To” type of relationship shows that the target you try to link with others, contributes to the result of another target(s).

Example: You have the target "To set advertising campaign to attract a new audience" and it contributes to the target "To increase the number of active users by 30%".

3. Color Indication of Gantt Chart

The Planner Gantt chart uses four colors to display the status and progress of the workflow targets.

Status Name and Color

Description

Status Name and Color

Description

GRAY

 

NOT STARTED

The target doesn't have progress and its start date is in the future

GREEN

 

 

ON TRACK

The target has progressed and it goes according to the plan

OR

COMPLETE

The target is accomplished and the progress is 100%

ORANGE (AMBER)

 

 

AT RISK 

Displays an incomplete target (it may have progressed or not),
but it goes slightly not according to plan (there is any difference between expected completion and actual completion and it is less than 25 percent)

RED

 

OFF TRACK

The target is incomplete and in a dangerous state (if actual completion doesn't meet expected completion in more than 25 percent)