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Corporate and team objectives

Connect a team's OKRs to the company's, and know exactly what copying or moving a department's OKRs into a new quarter actually does.

A team objective that doesn't trace back to a corporate one is just a to-do list with a fancier name.

Every objective card carries a small network icon. Grey means unlinked; orange means a link already exists. Clicking the icon selects that objective and highlights its links — select a Team objective and you see every Corporate objective it's tied to; select a Corporate objective and you see every Team objective tied to it. Click the icon again to deselect before picking a different one. A Corporate objective can link to many Team objectives, but a Team objective can link to at most two Corporate objectives.

The link is deliberately not mathematical — a Team objective sitting at 100% does not push its linked Corporate objective's own percentage in any direct way; a Corporate objective's progress still comes only from its own Key Results. The link exists to make the relationship between levels visible, not to roll figures upward automatically. That's what turns a department's goals into a visible contribution to the company's, rather than a parallel list nobody outside the team reads.

Not every department heading on OKR Overview is as flat as it looks. Some carry a small arrow next to the name, and clicking it drops down a level to sub-teams sitting underneath — Marketing splitting into its own smaller groups, for instance, rather than one undifferentiated department. That structure isn't set here: it's configured via Organizational Structure in Settings (13.4). A department with no arrow doesn't necessarily mean no sub-teams exist for it — they may exist but simply not be marked to show up in OKR, which is its own separate setting (13.4). No arrow just means none are currently included here, not that none were ever defined.

At the end of a quarter, an entire department's objectives, key results and milestones can be rolled forward in one action — reached from the department's own OKR view (open it from the OKR Overview by clicking the department name heading, not an individual objective card) via the Copy button next to Add new objective. That opens a single Copy Department OKRs dialog with both choices in it, not two separate flows: a Department dropdown (pre-filled with the current one, changeable), a Due Date quarter selector (◄ ► arrows or click the label), three checkboxes — Include Key Results, Include Milestones, Reset Progress, all on by default — and three buttons: Cancel, Move, Copy.

Copy duplicates everything into the target quarter; the originals stay exactly where they are, untouched. Move transfers everything into the target quarter and removes it from the current one — there's nothing left behind to compare against once it's done. Reset Progress, checked by default, zeroes every value in the destination quarter so the new cycle starts clean; uncheck it to carry the existing numbers forward instead. Only the department selected in the dialog is affected — rolling forward the whole company means repeating this once per department.

Corporate and department-level objective cards on OKR Overview, with a small hierarchy icon in the top-right corner of each card — the Achieve profitable growth card's icon is orange (linked to a department objective), while every other card's icon is grey (unlinked).
  1. 1"Achieve profitable growth" — its network icon is orange: a link exists
  2. 2Every other card here — grey network icon: unlinked
  3. 3The icon sits in the same top-right spot on every card, corporate or team

ValueWorks 2026.08

The department OKR detail view for Product Development & Operations, with the Copy button in the top action bar highlighted, next to Add new objective, Select status, Select User and the quarter selector reading Q3 2026.
  1. 1Reached by clicking the department name heading, not an objective card
  2. 2Copy — highlighted here — sits next to Add new objective, not on an individual objective's own page
  3. 3The quarter selector shows which quarter this department view is currently on

ValueWorks 2026.08

The Copy Department OKRs dialog: a Department dropdown reading Product Development and Operations, a Due Date quarter selector reading Q3 2026 with left and right arrows, three checked checkboxes reading Include Key Results, Include Milestones and Reset Progress, and Cancel, Move and Copy buttons.
  1. 1Department — pre-filled, but switchable to any other department
  2. 2Due Date — the target quarter this rolls into
  3. 3Include Key Results, Include Milestones, Reset Progress — all on by default
  4. 4Cancel, Move, Copy — one dialog, both actions available side by side

ValueWorks 2026.08

Takeaways

  • The network icon on an objective card links it to another level — grey unlinked, orange linked. Corporate can link to many; a Team objective links to at most two.

  • The link is not mathematical — it visualises the relationship, it doesn't roll a Team objective's percentage into its Corporate parent.

  • A department name with a small arrow next to it has sub-teams currently shown in OKR — but no arrow doesn't mean no sub-teams exist, only that none are marked to show here. That hierarchy, and whether it's included, both come from Organizational Structure in Settings, not from anything set inside OKR itself.

  • Rolling a department forward is one dialog, reached via Copy on the department view: Copy duplicates and leaves the original untouched; Move transfers and removes it from the current quarter.

  • Reset Progress (on by default) zeroes the destination quarter's figures; uncheck it to carry existing progress over. The dialog only ever touches the one department selected in it.

Surfaces covered

  • Linking corporate and team objectives
  • Copy or move a department to the next quarter
  • OKR change log

Also taught in the Academy

Module 9 · OKR

Take it as lesson 9.3 in Business Analyst & FP&A