Assign goal champion

The champion is the person accountable for driving the goal forward. They own the goal’s success and provide regular updates on progress.

Assigning a champion#

1. Open the goal page and go to the Overview tab
2. In the sidebar, find the Champion section
3. Click Set champion to open the team member selector
4. Search for and select the appropriate team member

Key considerations#

Expertise — Choose someone with the knowledge and skills needed to drive the goal forward.

Capacity — Ensure they have the time and bandwidth to take on this responsibility.

Influence — The champion should have the authority or relationships needed to make things happen.

Champion responsibilities#

Based on our Blueprint framework, the champion is:

Ultimately responsible for achieving the goal and accountable for providing regular progress updates through monthly check-ins.

The single owner — Each goal has one champion to avoid ambiguity in accountability.

The decision maker — They plan, assign responsibilities, and lead by example.

Monthly check-ins — Champions must provide monthly updates through Operately’s built-in check-in system, including status updates, target progress, and narrative updates about wins, obstacles, and needs.

Managing assignments#

You can change champions at any time by clicking Set champion again. One person can champion multiple goals, but be mindful of their capacity.

The champion typically reports to the reviewer, who provides oversight and guidance throughout the goal’s lifecycle.