How to Create an Objective in OnePlan

Direct Answer: How to Create an Objective in OnePlan

To create an Objective in OnePlan, select Strategy in the left navigation, select the blue Add button at the top of the Strategy list, and choose New Objective. In the Add New Objective window, enter a Name, optionally use Sofia or AI Fields to populate the Objective’s details, and select Add Plan. The new Objective is added to the Strategy list, and its quick edit form opens on the right side of the screen so you can complete its details.

What This Article Covers: Creating an Objective

This article explains how to create an Objective in the Strategy area of OnePlan. An Objective is a high-level strategic goal that you later break down into Key Results and connect to the work that delivers it.

What you will accomplish: By the end of this article, you will be able to create a new Objective from the Strategy list.

Before You Begin: Creating an Objective

Before you begin, make sure you have:

A OnePlan account with the Add Plan permission. Your administrator can also use plan type security to limit which users can create Objectives.
Strategy available in your left navigation. If you do not see it, contact your OnePlan administrator.
(Optional) Sofia and AI Fields configured by your administrator, if you want AI to help populate the Objective.

Why This Matters: Objectives in OnePlan

Context: What an Objective Is

An Objective in OnePlan describes what your organization aims to achieve, such as Increase brand awareness or Improve application performance. Objectives sit at the top of the Strategy hierarchy. Key Results measure progress toward each Objective, and Projects, Epics, Engagements, Products, and Applications connect to Key Results to show the work that supports it.

Step-by-Step: Creating an Objective in OnePlan

Task: Create an Objective

Starting from the OnePlan left navigation:

Select Strategy.
Select the blue Add button at the top of the Strategy list.
Select New Objective.
In the Add New Objective window, enter a name in the Name field (for example, Drive organizational change).
(Optional) In the Create your objective with Sofia box, describe the Objective, upload a document with the paper clip icon, or speak your description with the microphone icon. Select AI Fields to choose which fields Sofia populates.
Select Add Plan. OnePlan adds the Objective to the Strategy list and opens its quick edit form on the right side of the screen.
Complete the Objective’s details in the quick edit form. The Objective’s Details include these sections: - Objective Information — Name, State, Status, Priority, Executive Sponsor, Manager, Business Unit, and Investment Category. - Objective Description — A description of the Objective. - Objective Schedule — Estimated Start and Estimated End. - Objective Financials — Budget, forecast budget, and actuals. - Objective Value — Benefit target, benefit forecast, benefit realized, and benefit plan to date. - Objective Performance — Net value, ROI, percent to plan, realization percent, and Current Metric. - Objective Prioritization — Strategic Alignment, Improve Employee Retention, Lower Cost, Risk Reduction, and the Prioritization Score. - Associated Plans — The Objective’s Associated Key Results, and associated Risks and Benefits.

Note: AI-generated content may not be accurate. Review any fields that Sofia populates before you rely on them. To learn more about how Sofia and AI Fields work when you create plans, see Create a New Plan.

Frequently Asked Questions: Creating an Objective

Q: How do I create an Objective in OnePlan? A: In OnePlan, select Strategy in the left navigation, select the blue Add button, choose New Objective, enter a Name, and select Add Plan.

Q: Why can’t I see the Add button or New Objective in the OnePlan Strategy area? A: In OnePlan, creating an Objective requires the Add Plan permission, and your administrator can use plan type security to limit which users can create Objectives. Contact your OnePlan administrator if the option is missing.

Q: Can I use Sofia to create an Objective in OnePlan? A: Yes. In the Add New Objective window in OnePlan, you can describe the Objective in the Create your objective with Sofia box, upload a document, or use voice input, and then select AI Fields to choose which fields Sofia populates. Your administrator must have enabled AI and configured the AI fields.

What to Do Next: Creating an Objective

Add the next level of detail:

Learn more about creating plans:

Create a New Plan