Priorities, Goals, Rocks, OKRs

A Priority is:

A change that takes the full quarter to accomplish.  A priority connects your daily work to the bigger picture company goals and are the link between your quarterly strategic plans, and the work your team is doing to execute.

Your company may call them Goals, OKRs, Rocks or something else!

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A Priority might be:

AI Accountability Coach

Stuck on setting the right priorities for the upcoming quarter? We’ve got your back. Designed to bolster your efforts in crafting SMART priorities, this tool is here to ensure your business goals are not just met, but exceeded. Start with the AI-generated draft and tweak it to perfection to align with your unique business landscape.

What is the difference between Metrics, Priorities, Critical Numbers, and KPI Cards?

There are a lot of numbers in the system, how does it all fit together?

Metrics are the connection point between all of the visualizations in the software.  To use an integration, you connect it with a Metric.  To update the same number in multiple places, connect it with a metric!

KPI Cards are visualizations of other items in the software. You can visualize any of the measurements from Quarterly Actions on the One Page Plan to your Priorities and Critical Numbers or even a standalone metric (Preview Release!). 

Priorities can be KPI driven which means you can measure the priority with a number.  That number can be a standalone that is only on the priority and not connected.  Or it can be a metric that is able to connect to other components or integrations.  

Critical Numbers are the 5 numbers that are elevated to a higher status.  These numbers are often leading indicators of success for your team.  The numbers you want your team obsessing over and rallying behind this quarter.

Why should I use Priorities?

Make Goals Actionable


Making goals specific, measurable, actionable, realistic and timebound (SMART) sets a clear expectation of what needs to be accomplished to be successful.

Build Transparency

Clear Picture

The dashboards in Align give a clear picture around where progress stands allowing us to be more proactive when opportunities or red flags arise. Everyone can track throughout the quarter.

Connect to the Big Picture

Cascading shows Impact

Cascading priorities from the top down creates a direct link between your daily work and the overarching company goals. You can clearly see how your work affects the big picture metrics and have greater ownership in the company’s success.

Create Focus

Prioritize for Empowerment

Know how to focus your time and effort to make the most impact.  Help your team prioritize the items that will accomplish the “right” things right now. 

Get Started with Priorities

How to make the most of our your Priorities in 3 steps.

Want additional help?

Priority Best Practices

Some tips and tricks Writing, Executing and creating a Company-Wide Focus.

Writing Priorities

BLOG BONUS: How do well written goals help with performance reviews?

Executing on your Priorities

Create a Company-Wide Focus

Priority Resources

Bring these resources to your team as your do the work to make and achieve your goals and priorities.

Measure what Matters (PDF Download – Updated Version coming soon!)

Making Priorities Strong (PDF One-sheet) – Weak Words and Coaching Questions – This is a great resource provided by our friends at Petra Coach. 

“How to” playlist (videos)

Addressing Privacy and Security of Priorities and Strategy Watch the full playlist

What are the 3 types of priorities?

Each priority type measures progress in its own way.


KPI stands for “Key Performance Indicator”.  Select a start and target value to measure your progress towards your goal. Example: Raise revenue from $120k to $160k this quarter.


The progress on roll-up priorities is determined by the statuses of its child priorities. Example: Set a roll-up priority to close 20 accounts by the end of the period and create child priorities for your 5 teammates to close 4 accounts each.


If a priority has underlying to-dos that are too small to make sub-priorities, use a task-driven priority to measure progress. Task-Driven priorities are measured by the percentage of completed tasks. Example: Set a priority to launch your new sales site. Attach all of the tasks necessary to make this happen.

*Note: tasks can be attached to KPI and Roll Up Priorities, but they only count towards the progress of Task Driven Priorities. 

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