Objectives and Key Results (OKRs)

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

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

Note

Dynamic Teams is a SAP SuccessFactors Platform solution that does not require a separate license, but some of the key integration points with solutions like Opportunity Marketplace or Goal Management cannot be used unless customers have an Opportunity Marketplace (OMP) license or, in case of the topic discussed in this lesson, Performance and Goals.

The guide Implementing Dynamic Teams available in the SAP Help Portal, contains all the relevant information about enabling the solution and all the different integration points. https://help.sap.com/docs/SAP_SUCCESSFACTORS_PLATFORM/d382515928ac479ea00f06379eda324d/42493091f3e14afea5ee0c7df5135246.html

Objectives and Key Results (or "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" (or "DOS") is a percentage of the target value that a team consider 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 somehow 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.
• 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.

As mentioned, Dynamic Teams is an SAP SuccessFactors Platform feature, and does not require a separate license. It can be enabled from the Upgrade Center.

The next step, will be granting the necessary permissions in RBP.

• User Permissions → Dynamic Teams → Create, View and Edit Dynamic Teams.. This permission allows end users to perform these actions within the Dynamic Teams menu.
• User Permissions → Objectives and Key Results → Create, View and Edit Objectives and Key Results (OKR).. This permission will only appear if the Enable Objectives and Key Results feature is enabled in Configure Dynamic Teams by an administrator.

Note

Additionally, the User Search permission available in User Permissions → General User Permission enables people to use People Search functions, for a target population. This is a requirement for essential functions in Dynamic Teams, like adding a team member.

In your training instance, this permission is granted to everyone with target population=everyone in the Employee Search role.

• Administrator Permissions → Configure Dynamic Teams → Configure Dynamic Teams. This permission allows administrators to configure Dynamic Teams and enable the integrations with Goal Management and Opportunity Marketplace.
• Administrator Permissions → Configure Dynamic Teams → Admin Access to Dynamic Teams Data. This permission allows a data protection office administrator (DPO) to view Dynamic Teams data within the Data Protection Reports.
• Administrator Permissions → Configure Objectives and Key Results (OKR) → Configure Objectives and Key Results (OKR). This permission allows administrators to manage configuration settings related to Objectives and Key Results, within the Configure Dynamic Teams page.
• Administrator Permissions → Configure Objectives and Key Results (OKR) → Admin Access to Objectives and Key Results Data. This permission allows a data protection office administrator (DPO) to view OKR's data within the Data Protection Reports.

Configure Dynamic Teams Integration

With the proper permissions, an administrator can access Configure Dynamic Teams. There are two possible options to enable:

• Enable Sourcing with Opportunity Marketplace. This integration gives team owners the option to use Opportunity Marketplace Assignments to help source qualified team members. If enabled, team owners can publish an assignment in Opportunity Marketplace that defines the capabilities, geographic preference, and other requirements they want team members to fulfill. People can find and accept the assignment in Opportunity Marketplace. When someone accepts the assignment, they're added to the dynamic team.
• 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.

Note

Opportunity Marketplace is not enabled in your instance and requires a separate license. You can find more information here:

https://help.sap.com/docs/SAP_SUCCESSFACTORS_OPPORTUNITY_MARKETPLACE

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 to configure the different status labels, colors, set a default status, set a complete status, reordering and localization of the Team Objectives (OKRs) created within Dynamic Teams.
• Enable Linking to Performance Goals. This integration gives team members the ability to link the objectives of their dynamic team to their performance goals in Goal Management. When an objective and a performance goal are linked, the linking is shown in both Dynamic Teams and Goal Management.