Integrating Dynamic Teams with Goal Management

The Dynamic Teams module enables people in the organization to create and manage informal teams not defined by the formal organizational and reporting structure, but by several people coming together for a specific purpose.

It can be a cross-functional team of people in different job roles from different parts of the organization, or a project team formed for a specific project. Once these dynamic teams are set up, members can define objectives and key results (OKRs) to be achieved by all the team members.

Objectives and Key Results (OKR) is a popular goal-setting methodology, where:

• An objective describes something that the team wants to achieve.
• A key result is a measurable outcome that the team can use to measure progress towards their objective. Every objective has at least one and no more than five key results.
• The target value of a key result is the measured outcome that a team aims to obtain.
• The current value of a key result is the current measurement of what a team has achieved so far.
• The definition of success (DOS) is a percentage of the target value that a team considers to be a success. A common definition of success is 70%.

With Dynamic Teams, you can use the OKR methodology to set meaningful goals and measure desired outcomes, and essentially these type of goals are not performance goals that will have a direct impact on a team member's goal plan in SAP SuccessFactors Performance and Goals, but a less formal type of team objective.

When OKR functionality is enabled in Dynamic Teams, team members are able to:

• Create and manage objectives for the team.
• Use AI-Assisted Writing to enhance the Team Objectives and the descriptions of the Key Results (requires SAP AI Units license).
• Add up to 5 key results for each objective.
• View the overall status of each objective.
• View progress of each key result toward its definition of success (DOS).
• Add contributors to a key result.
• Add comments to a key result.
• Receive a congratulatory message on the home page when a key result is successfully met.

With the proper permissions, an administrator can access Configure Dynamic Teams. There are two possible options to enable, but the one relevant to Goal Management is:

Enable Objectives and Key Results. It turns on the Objectives and Key Results (OKR) feature for Dynamic Teams. When enabled, additional Role-Based Permissions become available. People with the Configure Objectives and Key Results (OKR) permission can manage configuration settings on this page.

When turning on Enable Objectives and Key Results, some additional options will display: the Status Settings and Enable Linking to Performance Goals.

• Status Settings: The Status Settings section allows configuration of the different status labels and colors, setting a default status, setting a complete status, reordering, and localization of the Team Objectives (OKRs) created within Dynamic Teams.
• Enable Linking to Performance Goals: This integration allows team members to link their dynamic team's objectives to their performance goals in Goal Management. When an objective and a performance goal are linked, the linking is shown in Dynamic Teams and Goal Management.

In the Dynamic Teams menu, a member of a Dynamic Team might have OKR(s) related to a specific project or task with other members in a non-hierarchical relationship. The member of this team can link a specific OKR to one or more of their own Performance Goals.

OKRs can be linked to Goals across different goal plan templates.

After clicking the Linked Goals List + icon, you will see the Link Goals screen, where you can select the Goal Plan and specific goals to link to your OKR.

On the Goal Management side, a Linked OKRs section will be visible for easier navigation between the Goal Plan and Dynamic Teams.

• The Dynamic Teams module enables people in the organization to create and manage informal teams coming together for a specific purpose, not defined by the formal organizational and reporting structure.
• Once these dynamic teams are set up, members can define objectives and key results (OKRs) to be achieved by all the team members.
• Dynamic Teams is an SAP SuccessFactors Platform solution that does not require a separate license.
• With the proper permissions, an administrator can access Configure Dynamic Teams and turn on the Enable Objectives and Key Results (OKR) feature for Dynamic Teams.