Cloning objectives

Objectives in general are specific to a person, either created by them or created for them directly by their manager. What we see works best is when managers discuss their team member objectives in person, their reports then spend a few hours populating those for the next quarter, and then managers can login and go over them, making final adjustments. 

However sometimes it can be faster for a manager to quickly assign a common goal to multiple team members, perhaps even making edits after bulk assigning, to tailor the "shared" goal to each report's responsibilities. "Bulk assigning" in Small Improvements, is Cloning

Note that cloning will duplicate an objective within the same cycle. If you'd like to duplicate an objective into a different cycle, check out our walkthrough on copying.

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Select the objective to clone

In cases where many people need to have the same objectives, managers can use the "clone objectives" feature and duplicate any objective that is visible to them in their org branch. 

Essentially: If a manager manages a small team, they can clone any objective visible to them in that team, to be also "owned" by anyone else in that team. And if the manager manages managers, this ability extends to the reports of those managers as well- Which is what we mean by "Org branch"

The most common use case is a manager will draft and publish objective for themselves, and then clone it to any reports they have ability to populate objectives for, down the hierarchy. Then all those reports own an identical objective. 

To get to the cloning page, you select the action "Clone To Users" on the objective you want to clone.

Note: The clone button is only available if the objective cycle would also allow the "cloner" to create new objectives. You can't clone an objective in closed cycles, or if the deadline to create and edit objectives has passed. More about that here.

Selecting User

Once you pressed clone on an objective it works this way:

  • If you have the HR Admin role, then you can clone the objective to anyone in the company. You select exactly who you want to clone it to in the user picker. After you have selected users you press "Select x Users", where x will be replaced with the number of users you selected. This will expand the "Next Step: Confirm" dialogue box, with a little more information about what you are doing. Once you read it you can initiate the cloning by pressing "Clone Objective To X Users".
  • If you are a manager (without the HR Admin role) it works the same way, except that you can only select among people that are your direct or indirect reports (org branch). The objective is cloned to the selected users.

What it looks like:

Once you've selected users, you are informed about what cloning means and need to confirm that you want to continue by pressing "Clone Objective To 3 Users" (in the example above).

Once an objective is cloned, the new objectives are not connected to the original objective anymore, so changes to the original objective don't change the copies.

Shared objectives

A question we hear a lot about is how to create team or department goals. I.e. a goal that doesn't belong to a  person, but rather a group. Strictly speaking, this is not possible. Objectives are always owned by a user in Small Improvements, whether they were created by the owner- Or created by their manager. 

However, an approach to creating shared objectives is to use cloning.

For example:

Let's say Maria the manager has five reports. She has a big project her team is working on in the next quarter, and she needs everyone but the new intern to work on this Objective  collaboratively. She could assign them all individual goals that have commonality- Making sure the whole team has visibility into each others goals that relate to this project..

Or she could Clone, taking these steps:

  1. She drafts the "Shared" goal with 11 key results, and publishes it for herself, including everyone but the intern on the visibility. 
  2. She then uses the cloning steps to clone to all of her reports (minus the intern).
  3. Then quickly spends a few minutes tailoring the key results to each team member. Say, one report gets three of the key results, another gets two, etc. 
  4. She leaves a message on each goal where she tags the whole group, including a few words of motivational fire about the challenges they'll all tackle together!
  5. Each team member works on the piece of the goal they own, using the comments field as a way to communicate with everyone about their respective efforts. 
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