When to Edit or Shelve
Shelving a goal is to say, At the beginning of the quarter, we thought Goal ABC was a priority. Now, we’ve learned new information or shifted our priorities elsewhere and will no longer be working on this goal.
Shelving a goal keeps the history of the goal intact and is there for you to reactivate at a later time in the quarter if it becomes a priority again. If your goal to be shelved has contributing goals, be sure to communicate with those goal owners about their goals—they'll get a Khorus email notification when their parent goal is shelved, but that won't replace the conversation that should be started by the manager who shelved department goal.
It might be tempting to shelve a goal when it becomes evident that you won't achieve the goal—but try to refrain from shelving a goal in those circumstances. By deciding to keep it a goal, communicating on it each week—even if those updates are going to be Red for the rest of the quarter—it stays top of mind and leads to a great discussion at the end of the quarter about why we missed the mark and what foresight we'll now have in the future when creating such goals.
Editing a goal usually done in the very early weeks of a quarter. You might be tempted to edit your goal at some point in the quarter if you begin to feel like you’re no longer going to achieve it. We strongly discourage that, unless you’ve made a true mistake or miscalculation you need to correct. Remember, one of the key elements of Khorus is getting better at managing the future of the organization, so it’s important to stay accountable to the original target. Don’t be afraid to begin entering your weekly updates with a Red Likelihood—and adding a comment if appropriate—instead of editing the goal to keep it green. This will ensure all the right conversations are being had about the goal this quarter and what you (and your department) will do as a result next quarter.