Organisation Goal
An organisation goal is a goal the company has set itself, not a person: reduce rejection to 2 percent, dispatch 95 percent of orders on time. You record it here for the year, and split it between the populations that have to deliver it.
What it is for
A client with a management committee usually has a list of company goals that the appraisal is supposed to serve, and the question in the room is always the same: who owns this one, and how much of it sits with the factory rather than with sales. This screen records that conversation.
A goal has an owner, a weight, a target and a date range. Under it, one line per population that carries part of it, with each population's share. Production carries 70 percent of the rejection goal, Quality the other 30.
This is a record of intent and a place to report progress against it. It is a separate screen from the appraisal form for a good reason: a company goal lives for the year and belongs to the business, while a goal sheet belongs to one man for one half.
Every field, in plain words
The goal
| Field | What it means | What to put in it | Notes |
|---|---|---|---|
| Organisation Goal | The short code for the goal | OG-2026-01 | Required |
| Goal | The goal in one sentence | Reduce final inspection rejection to 2 percent | Required |
| Evaluation Cycle | The appraisal round this goal belongs to | CYC-FY26 | Required. Pick it from the list |
| Perspective | Which side of the business the goal belongs to | Internal Process | Required. See the list below |
| Status | Where the goal has got to | On Track | DRAFT Draft. ACTIVE Active. ONTRACK On Track. ATRISK At Risk. ACHIEVED Achieved. MISSED Missed |
| Goal Owner, Name | The one person answerable for it | 10188, Imran Sheikh | Pick it from the list. One owner, not a committee |
| Weightage Percent | What this goal is worth among the company's goals | 20 | Required. The year's goals are meant to total 100 |
| From Date, To Date | The stretch of time the goal is measured over | 01-Jan-2026 to 31-Dec-2026 | |
| Unit of Measure | What the target is counted in | Percent | |
| Target | The figure that counts as delivered | 2.0 | |
| Actual | What was actually achieved | 2.4 | Typed in as the year progresses |
| Achievement Percent | How far the goal got | 83 | |
| Remarks | Anything the committee needs on the record | Monsoon quarter ran above target, recovered in Q4 |
The perspectives: FIN Financial, CUST Customer, PROC Internal Process, LEARN Learning and Growth, PEOPLE People, HSE Health, Safety, Environment. Most manufacturing clients use four of the six.
Shared With
One line per population that carries part of the goal.
| Field | What it means | What to put in it | Notes |
|---|---|---|---|
| Line # | Line number | Fills itself | |
| Performance Target Entity | The population carrying this share | FACTORY | Required. Pick it from the list |
| Name | Its name | Fills itself. Factory Workers, Karachi Plant | |
| Share Percent | How much of the goal sits with this population | 70 | The shares are meant to total 100 |
| Target | That population's own figure | 2.0 | |
| Actual | What it achieved | 2.3 | |
| Remarks | Why | Night shift drove most of the variance |
How to configure it
- Create the Evaluation Cycle for the year first. A company goal is recorded against a round.
- Open the screen and record one goal per line item on the management committee's list.
- Name the owner, the perspective and the weight. Make the year's weights total 100.
- Set the target, the unit and the date range.
- Add a Shared With line per population that carries part of it, with each share. Make the shares total 100.
- Save, and come back through the year to update the actual and the status.
Scenarios
"The rejection goal is mostly production but quality owns the inspection end of it"
One goal, two Shared With lines. Production at 70 and Quality at 30, each with its own figure. One owner still signs for the goal as a whole.
"The committee wants to see which goals are slipping"
Keep the actual and the status current. At Risk and Missed are there to be used, and a goal left on Active all year tells nobody anything.
What it is connected to
- Evaluation Cycle is the round a goal is recorded against.
- Performance Target Entity is what a goal is shared between.
- Evaluation Metric is where the same subject becomes something an individual can be scored on. A company goal and a measure are not the same thing and are not linked automatically.
If something looks wrong
- "The shares do not look right" - they are meant to total 100 across the Shared With lines. Nothing recalculates them for you.
- "We cannot find the goal on an employee's appraisal" - a company goal is not pushed onto a sheet by itself. The corresponding Evaluation Metric has to be on the Evaluation Template for anybody to be scored on it.