Now that we have our data in the correct format, we can navigate to the Hierarchies page.
You will need to ensure you have the necessary access rights for Hierarchies and click on the + button. Give your Hierarchy a name and ID. Usually, it makes sense to name your Hierarchy the same name as your OGSM record, or Strategic Plan. Once your Hierarchy is created, click on the name to enter the new record.
Initially, you will not have any investments within your Hierarchy. Click on Import to start importing records.
Next, search for and select your custom investment type.
After that, check the box beside the highest level OGSM (Objectives, Goals, Strategies and Measures) record, and click Add.
You’ll see your value stream record has now been added to your Hierarchy. It looks a little plain right now but hang in there. I’ll show you some cool tools and formatting.
The next step is to bring in the children associated with the parent. You’ll remember we added parents for each OKR record. Now, we’ll see how that parent data is used within the Hierarchy.
Simply right click on your parent card and select Auto-Import Children.
You will now be presented with a full hierarchical structure, where each child record has been assigned to their respective parent.
The next step is to use the View Options feature to update our cards.
You’ll be presented with a couple of different options that include:
Color By – This view option will add a colored highlight to each card, based on the attribute selected. As you will recall, we have already set the colors associated to each Strategic Tier value.
Title – The value selected here will display in bold across the top of each card. In this instance, we have selected the name attached to the OKR or Metric.
Fields – This option enables you to choose up to 4 additional fields of data to display on each card.
As you can see, in just a few steps, we have set up our OKR data in a hierarchical structure, where we can clearly identify parent/child relationships and use colors to distinguish an Objective from a Key Result, a Key Result from a measure, etc.
Many organizations have multiple Objectives, and even more Key Results and measures. Again, these can all be easily imported into your Hierarchy. Just remember to set your parent values for each OKR record.
Clarity’s Hierarchy functionality continues to expand every year, and it is now possible to view aggregated data across multiple projects, and view detailed information such as Risks, Issues, Financials, Decisions and Staff.
To make these tabs visible on your Hierarchy, ensure you have created a Hierarchy blueprint and added the necessary modules to your blueprint.
Once the blueprint has been created, you can navigate to the Hierarchy project list view and add your blueprint.
Then, after the blueprint has been assigned, jump back into your Hierarchy record, and you’ll see the new tabs.