Resource Goal Tracking for Bottom-Up Organizational Alignment

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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 and track their own goals, align them with organizational objectives, and monitor progress using a bottom-up approach, facilitated by a web-based or SaaS platform that enables data collection, reporting, and collaboration across the organization.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If current methods for tracking resource performance are used, then performance monitoring is maintained, but effectiveness in improving individual and organizational performance deteriorates

Engineering Contradiction:
Improveperformance improvement effectivenessVSAvoidorganizational performance
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The patent inverts the traditional top-down performance tracking approach by implementing a bottom-up system where resources (employees) set their own goals and track their own performance. This inversion transforms resources from passive subjects of monitoring into active agents of self-management, thereby improving the effectiveness of performance improvement while enhancing organizational productivity

Inventive Principle:
Principle #13The other way round (Inversion)

Solution Approach 2:

The system enables resources to serve themselves by allowing them to autonomously set goals, monitor their own progress, and manage their performance data without requiring constant external intervention. This self-service mechanism improves reliability of performance improvement by empowering resources to take ownership of their development while freeing organizational resources for higher-value activities

Inventive Principle:
Principle #25Self-service

2Ease of operation

If a bottom-up goal setting approach is implemented, then resource autonomy and engagement improve, but system complexity increases

Engineering Contradiction:
Improveresource autonomyVSAvoidsystem complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent implements a universal goal management system that handles multiple functions within a single platform: goal setting, progress tracking, performance monitoring, and organizational alignment. This multi-functional approach enables resource autonomy through a unified interface while avoiding the complexity that would arise from multiple separate systems, as the single system performs all necessary functions in an integrated manner

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system acts as an intermediary layer between individual resource goals and organizational objectives, facilitating alignment without direct micromanagement. This intermediary mechanism enables resource autonomy by providing self-service tools while managing system complexity through automated alignment algorithms that connect individual goals to organizational priorities without requiring complex manual coordination

Inventive Principle:
Principle #24Intermediary (Mediator)

3Loss of information

If comprehensive goal data collection is performed, then performance insights improve, but data management complexity increases

Engineering Contradiction:
Improveperformance insightsVSAvoiddata management complexity
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The patent merges goal setting, progress tracking, performance monitoring, and organizational alignment into a single integrated data collection system. This consolidation improves performance insights by capturing comprehensive data across all these dimensions simultaneously, while reducing data management complexity compared to maintaining separate systems for each function, as the merged system handles data flow uniformly across the entire performance management process

Inventive Principle:
Principle #5Merging (Combining)

Data Source

PatentUS12367434B2Methods and systems for resource and organization achievement
Publication Date: 2025.07.22 SHARED PERFORMANCE LLC
  • US12367434B2 patent drawing
  • US12367434B2 patent drawing
  • US12367434B2 patent drawing

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.