Targets | BRIDGE ONE User Guides

What is a Target?

A Target is an objective to be pursued by a team (Unit) during the scope of a Fiscal Year. Targets are stored and tracked in Target Houses and can be managed by Target Owners and Editors.

Creating and managing Targets

Target creation can be done from Target Houses and from Targets Overview. Each creation context defines limitations to target creation options. Creating from All Targets is the standard process, which allows the configuration of all target information.

Creating a Target

To create a Target, do the following:

Open the configuration modal. How you open it depends on where you're creating from:

From a Target House — tap the Add (+) button on the column of the Pillar you want the Target in.
From All Targets — tap the Add (+) button at the bottom-right of the screen.

Either way, the configuration modal will pop up.

Fill out the Basic Information. Fields marked with * are mandatory. Here is what each field stands for:

Field	Description
Target Name *	How you will name your target.
Unit *	The Unit the target will belong to. Combined with the Fiscal Year to create the Target House. Predefined and not editable when creating from a Target House. See Managing Units.
Fiscal Year *	The Fiscal Year the target is part of. Combined with the Unit to create the Target House. Predefined and not editable when creating from a Target House. See Managing Calendars.
Pillar	The Target House Pillar the Target belongs to. When creating from a Target House, prefilled with the Pillar you started from, but editable. See Managing Org Settings.
Initiative (optional)	The Initiative the Target is a part of. See Initiatives.
Target Owner *	The people responsible for driving the target pursuit. Can be multiple.

Define the Performance Tracking settings. These settings stand for the KPI and Target Values that make up your target's performance:

Setting	Description
KPI	The KPI you will use to monitor progress. KPIs are managed by admins — for more information, see Managing KPIs.
Success Criteria	Used to define your target status. Can be set as Equal or higher than or Equal or lower than.
Target Value	The value you want to have achieved by the end of the Fiscal Year. Format depends on the chosen KPI. For a Compound KPI, enter a value for the numerator and one for the denominator — the platform calculates the Target Value from them. The denominator can't be 0.

Save. Tap Save and you're done!

Editing a Target

Targets can be edited anytime in two ways:

Basic information such as Target Name, Initiatives, Owners and Description can be edited directly. Click the element you want to edit and options will be displayed.

On the Quick View or Target Detail Page, use the More Options button (three dots) to find Edit Target. This opens the Target Creation modal for the required changes.

To delete a Target, go to More Options on the Target Quick View or Target Detail Page and choose “Delete Target”. You will be prompted to confirm the deletion by responding to the necessary requirements.

Please note: after confirmed, the action cannot be undone.

Managing Target Coverage

Every target in BRIDGE ONE can be filled up with sub-targets that contribute to accomplishing the desired results. Sub-targets can be of two types: Target-type and Project-type.

Adding Target-type coverage

Target-type coverage is created by adding Targets that contribute to yours, via delegations. Here's how to create a delegation:

In the Target Coverage area, on the Target Details page, tap the Add (+) button at the bottom-right of your screen.

Choose Create Delegation and tap Next.

Select the Units you want to delegate to and offer some insight into the expected contribution as text.

Tap Delegate and you're all done!

Please note: after creating a delegation, the recipient Unit will be required to review the Target and configure their own Target Value and coverage. You can track all of that on the Target Details page, under Coverage.

Adding Project-type coverage

Project-type coverage is created by adding Projects that contribute to the achievement of your target:

In the Target Coverage area, on the Target Details page, tap the Add (+) button at the bottom-right of your screen.

Choose Add Project and tap Next.

Choose between Creating a new Project (fill in Project Name, Unit, Range Date, Owner and Project Type — see Projects) or Selecting from existing Projects (select from a list and press Link selected Projects).

Contribution and Coverage

When designing your targets strategy, make sure your Targets can realistically be accomplished by backing them up with other Targets or Projects that contribute to their achievement. This is where contribution and coverage come in.

The share of an overarching Target that each sub-target plans to deliver, based on its Target Value. It represents the level of impact each sub-target has on the main goal.

It represents a level of preparedness to deliver on the planned Target Value. The more coverage a Target has, the better prepared it should be to achieve it.

[TODO] Add a screenshot of the Coverage area of a Target, showing the Target's own Target Value, the total contribution of sub-targets (consolidation), and the Target coverage (the weighted consolidation).

Coverage isn't capped at 100%. A parent Target can receive more than 100% from its sub-targets, and the same applies at the Target House level.

How contribution is defined

Each sub-target's contribution is defined according to its type:

Sub-target	Contribution
Absolute KPI	Automatic: the sub-target's Target Value compared to the parent's. A sub-target of 20 under a parent of 100 contributes 20%.
Relative KPI	Manual: the parent Target's owner sets each sub-target's contribution. Everything else works as for Absolute KPIs.
Compound KPI	Automatic: the sub-target's Target Value compared to the parent's, weighted by the sub-target's share of the parent's denominator. See Compound KPIs below.
Project	Manual: the parent Target's owner sets how much each Project contributes, e.g. Project A 70%, Project B 30%. Projects aren't weighted by anything: the value you set is what rolls up.

How coverage is calculated

BRIDGE ONE works out the effective contribution of each sub-target individually, sums them, and rolls them up into the coverage of the main Target.

How success criteria change the calculation

The Target's success criteria decide how effective contributions are combined:

Success criteria	What each sub-target adds	Parent coverage
Equal or higher than	Its contribution weighted by its own coverage: the effective contribution. A sub-target that promises 20% and has 50% coverage adds 50% of 20%, which is 10%.	The sum of effective contributions. Anything above what was expected is a bonus: there is no penalty and no cap.
Equal or lower than	The parent's Target Value is a limit, and the sub-target consumes part of it: its promised value plus the share of it that isn't covered, as a risk band.	200 minus the consolidated, weighted total consumption, subtracted once.

Example, equal or lower than: the parent's limit is 100. A sub-target commits to staying at 40 and has 70% coverage, so 30% is uncovered. It consumes 40 + 30% of 40 = 52. If that is the only sub-target, the parent's coverage is 200 − 52 = 148%.

Compound KPIs

For Compound KPIs, contribution is calculated automatically in two steps:

Compare the Target Values. Divide the sub-target's Target Value (numerator ÷ denominator) by the parent's. For example, 8% on the sub-target and 10% on the parent gives 80%.

Weight by sample size. Divide the sub-target's denominator by the parent's, then multiply the result of step 1 by it. For example, a denominator of 200 under a parent of 1,000 is 20%, and 80% × 20% gives a contribution of 16%.

As with the other types, this is the promised contribution. The sub-target's own coverage then weights it into the effective contribution.

Ideally you'll want your Targets and Target Houses to have 100% coverage, but it's not mandatory for Target House approval — use the tool in the way that best fits your team's target management process.

Target Performance Tracking

Set expectations and track your progress over time using the Performance area of the Target Details section.

Setting up Target Reporting

Visualize the expected evolution of your Target across the Fiscal Year:

Go to the Performance area in the Target Detail page.

Tap a value under the Expected column. An input will be activated.

Add the expected value and hit Enter. It's done!

Reporting Realized Values

Report the values you realized for each reporting period:

Go to the Performance area in the Target Detail page.

Tap a value under the Realized column. An input will be activated.

Add the realized value and hit Enter. Voilá!

Pro tip: use keyboard shortcuts to accelerate your work. When setting expected or reporting realized values, use Tab to jump from one input to the next, Enter to activate the input or submit the value, or Esc to cancel.

You can also set up expected and realized values from an XLS file:

Go to the More Options (three dots) button at the top-right of your screen.

Download the Performance Tracking XLS Template by clicking Download Reporting Template.

Open the file and set the expected and/or realized values on the template. Do not change anything else, or it could cause errors when uploading.

Go back to More Options and select Import Reporting Values.

Upload the template file and you're done!

Due dates and Target status

Every reporting period has a due date, and the expectation is that you report all of your Target's results within the deadline. A Target's status follows from what happens at, and after, each report:

Status	When it happens	What it means
On Track	You report a value that, compared with the expected value, is good given the Target's success criteria.	The Target is performing as planned.
Off Track	You report a value that falls short of the expected value: under it when the success criteria is Equal or higher than, or over it when the criteria is Equal or lower than.	The Target is underperforming. You'll be asked to create a Counter Measure.
Missing	The due date passes and no result has been reported.	The Target is missing a report. It's treated as an off-track situation and generates notifications. Report the result or create a Counter Measure.

Creating and managing Counter Measures

What is a Counter Measure?

A Counter Measure is an action you and your team take when Targets go Off-track — meaning what you achieved for a reporting period was under what was expected for that time frame.

Every time a Target goes Off Track, when realized values underperform what was expected, you (or the Target owner doing the report) will be requested to create a Counter Measure — unless one already covers that reporting period. They don't have to be created right away, but it's good practice to always create them to communicate the plan to bring the target back on track.

A Counter Measure isn't tied to a single off-track report. It stays active across a range of reporting periods, so one Counter Measure can cover several off-track situations in a row.

Example: a Target runs from January to December and goes off track in March. You create a Counter Measure active from March to June. If the Target is also off track in May, you won't be prompted to create another one, since this one already covers May. You can still add another if you want to.

Creating Counter Measures

When a Counter Measure is requested, you can create it immediately or come back later:

Start from the Counter Measure request modal, the Reporting Period Quick View (under Counter Measures), or tap Add Counter Measure in the Counter Measure sidebar (Target Details → Performance). A configuration modal will pop up.

Set up the necessary information. Here is what each field stands for:

Field	Description
Title	A title summarizing what you will be doing.
Owner	Who will be driving the process.
Description	A longer description of the actions you will be taking, in more detail.
Active period	From which reporting period to which reporting period the Counter Measure is active, picked from the Target's reporting periods. Counter Measures don't have a separate due date: their duration comes from this period.

Tap Create Counter Measure and you're done!

Counter Measure status

A Counter Measure has one of two statuses, and both come entirely from its active period. You can't change the status manually.

Where every Counter Measure starts. It stays Ongoing while its active period runs.

Reached automatically once the due date of the Counter Measure's last reporting period passes.

Changing a Counter Measure's duration

To change when a Counter Measure ends, edit its active period:

On the Performance tab in Target Details, open the Counter Measure.

Change the end of its active period. Pick an earlier reporting period if the work wrapped up sooner, or a later one if it needs to continue.

The status follows the new duration. Ending it earlier completes it once that period's due date passes, and extending a Completed Counter Measure makes it Ongoing again.

History

History is a log of everything relevant that changes in a Target over time. It's a timeline of the changes, showing who made them and when. To open it, use the Target's More Options button and choose View history.