There are 3 types of Rocks in Strety: Company, Team, and Personal. In this article, we will show you how to create, identify, manage, and check-in all three types of your Rocks
To see all your Rocks, head to your personal page and click the Rocks tab:
Recommendation: Check-in to all your Rocks from this page. You can click directly into the Status field or open each Rock to update your progress
How to Create a Rock
Create a new Rock from Quick Create or your team's Rock page
Give your Rock a Name & Description, then assign its primary Team Space, assign an Owner, define the Due Date/Timeline and link to any Annual Goals (if applicable). Lastly, determine whether it should be a Company Rock and its Progress Type
Once created, click into the Rock to share with other Team Spaces - this will allow the Rock to be tracked/viewed in additional team spaces & meetings.
Note: We also default the Rock to be shared with the owner's 1x1 Space
Rock Types
There are also (4) Progress Types, these are determined by a combination of what you're tracking and how you check-in
Status Only: This type gives owners the check-in options of On Track or Off Track, providing them to self-assess how they are tracking towards the overall goal
Status with Target: This type allows owners to set a starting value, an ending value, and type (number, currency, or percentage), and requires them to add a numerical component along with their On Track/Off Track assessment. Use these for tracking quantifiable goals (i.e $30,000 Net New MRR this Quarter or Create 20 SOPs)
Integration: This type allows owners to link the Rock to a Microsoft Planner or a Connectwise Project. We'll automate the check-in of these Rocks based on the completion percentage of the to dos/tasks in the linked project
From Project: This type is linked directly to a Strety Project and will pull the most recent project status update as the Rock's update
Company Rocks
Company Rocks are your organization's top priorities. They are (typically) set and reevaluated every 90 days and (almost always) align with your 1-year goals. While Company Rocks are owned by an individual and assigned to specific Team(s), they all feed into your Company Rock page and are visible to everyone.
To make a Rock a Company Rock toggle the Company Rock tag within the create/edit modal
NOTE: Company Rocks cannot have a Secret Team as it's primary team, but you can share Company Rocks with Secret Teams after creation
Every Company Rock can be seen by clicking Company Rocks from the Company tab across the top of your app/browser
Team Rocks
Team Rocks are the most important priorities for your team over the next 90 days. Team Rocks can be viewed by any member of the team space(s) the Rock is shared with. Note, Team Rocks can also:
Be assigned to & cascaded across multiple Team Spaces
Be co-designated as a Company Rock
Once a Rock is added to a Team, it will show up in their L10 agenda until it is archived
Personal Rocks
Personal Rocks are shared with only your person space and are visible to only their owner and their manager(s). Often times these are tracked & discussed as part of 1x1 meetings
Check-Ins
Check-ins are your way of updating your progress towards your Rocks. Check-ins should be done weekly and ahead of your L10 or 1x1 so everyone is informed of its current status
To check-in a Rock click the Status field and update your Status
On Track - Current pace trending towards hitting target
At Risk - Known factors impacting progress - create Issues to discuss & unblock
Off Track - Current pace trending towards missing target
Completed - When you've fully completed the target
Missed - If you failed to accomplish your target by due date
Value - For Status & Progress Rocks only, your progress against End Value
Backlog - For Rocks or potential future Rocks you aren't ready to actively track
To see the historical record of all previous check-ins, click into the Rock itself:
