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Weighted intermediate goals

Not every intermediate goal matters equally to an employee’s overall success. To reflect that in a target agreement, you can weight the intermediate goals and pin down priorities exactly.

Weighting works with a numeric factor. By default every intermediate goal has a factor of 1 and so counts equally. A single goal’s influence is its weighting factor as a share of the sum of all weighting factors in its goal group.

A weighting example

A target agreement has 3 intermediate goals:

  1. Goal A is weighted with a factor of 1
  2. Goal B is weighted with a factor of 2
  3. Goal C is weighted with a factor of 7

The sum of all weighting factors is 10 (1 + 2 + 7 = 10).

So the intermediate goals contribute to overall achievement as follows:

  1. Goal A: 10% (1 / 10 = 0.1 → 10%)
  2. Goal B: 20% (2 / 10 = 0.2 → 20%)
  3. Goal C: 70% (7 / 10 = 0.7 → 70%)

Set the weighting

To set the weighting of the intermediate goals:

  1. Create a target agreement or edit an existing one.
  2. Scroll to the Intermediate Goals section. There you see every intermediate goal as a card, one below the other.
  3. Each card has a Weight row with an input field and a scales icon. To the right of the field, the goal’s current share within its group is shown.
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Weight field in an intermediate goal with scales icon and percentage display
  1. Enter the weighting factor you want as a whole number. The percentage next to the field updates immediately.
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Unequal weighting: the first goal has factor 3 (43%), the second factor 1 (14%)
  1. Repeat step 4 for every intermediate goal.
  2. Click Save at the bottom of the form.
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Save button at the bottom of the form

How the weighting is shown

After you save, the weighting appears on the right of every goal card header in the format Weight: XX% (Y✕): the share within the group and the factor.

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Weighting shown in the target agreement: "Weight: 42.9% (3✕)" and "Weight: 14.3% (1✕)"

Cascaded and centrally managed goals also carry a weight in the target agreement they are linked to. They count in the group of their original goal.

Effect on overall progress

The weighting feeds straight into the target agreement’s overall progress. easyreview calculates progress as a weighted average of all intermediate goals. With goal groups, the progress per group is calculated first and then combined with the group’s share.

Example with two quantified intermediate goals:

  • Revenue (weight 3, i.e. 75%): 60% achieved
  • New customers (weight 1, i.e. 25%): 40% achieved

Overall progress works out as: (60% × 0.75) + (40% × 0.25) = 45% + 10% = 55%

Without weighting (both factor 1) it would be: (60% + 40%) / 2 = 50%