Goal Tracking Portal for Bottom-Up Organizational Performance
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Solution Overview
Problem
Current methods for tracking and influencing resource performance within organizations are ineffective in improving both individual and organizational performance.
Innovation Solution
A system and method that allows resources to set their own goals, align them with organizational objectives, track progress, and report on their performance, using a bottom-up approach and human-focused data set, facilitated by a web-based or SaaS application that enables collaboration and data accessibility across the organization.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If traditional top-down performance tracking methods are used, then organizational control is maintained, but resource engagement and performance improvement are insufficient
Solution Approach 1:
The patent inverts the traditional top-down performance management approach by enabling resources to set their own goals and track their own performance through a self-service portal. This inversion increases resource engagement and ownership while maintaining organizational alignment through automated goal cascading and performance tracking.
Solution Approach 2:
The system implements self-service capabilities where resources can independently view their goals, track progress, update status, and access performance data through a user portal. This self-service approach empowers resources to take ownership of their performance while reducing the administrative burden on managers.
2Productivity
If comprehensive performance tracking is implemented, then organizational performance improvement is achieved, but system complexity increases
Solution Approach 1:
The patent implements a universal performance management system that handles multiple functions including goal setting, progress tracking, status updates, and performance reporting within a single integrated platform. This multi-functional approach comprehensively tracks organizational performance while avoiding the complexity of multiple separate systems.
Solution Approach 2:
The system incorporates automated feedback mechanisms that provide real-time performance data to resources and managers. This feedback loop enables continuous performance improvement through actionable insights while maintaining system simplicity through automated data collection and reporting.
3Measurement precision
If detailed goal tracking is provided to all resources, then performance monitoring accuracy is improved, but information accessibility and collaboration are reduced
Solution Approach 1:
The patent introduces a hierarchical dimension to information accessibility, where goal visibility and detail are organized by organizational levels and permission sets. This allows detailed performance tracking for individual resources while maintaining broad information accessibility through structured data organization and selective visibility.
Solution Approach 2:
The system segments performance information by resource, goal, and organizational level, allowing detailed tracking where needed while maintaining overall transparency. Information is segmented into appropriate visibility levels, enabling both precise individual performance monitoring and broad organizational information access.
Data Source
AI summary
Methods and systems for resource and organization achievement are described. Goal data associated with a resource may be received. The goal data may include a goal title, a goal time period, a goal status, and a goal access level. The goal status may identify progress by the resource toward a goal. The goal access level may define other resource access to a goal item beyond the resource. The goal data may be stored in a database. A display of a goal item associated with the resource may be generated based on at least a portion of the goal data. The goal item may represent the goal for the resource. Additional methods and systems are disclosed.