US-331: Employee Sets Quarterly Goals & Aligns¶

1. Story Title¶

Define quarterly goals with alignment reference

2. Context / Background¶

Performance management requires structured goals; alignment fosters clarity.

3. User Persona¶

Primary: Mark – Employee Secondary: Manager

4. Problem Statement¶

Employees lack a central area to record and align objectives, reducing transparency.

5. Desired Outcome¶

Employee creates quarterly goals and links each to a manager goal reference.

6. Business Value¶

Improves performance review quality and strategic alignment.

7. Scope (In / Out)¶

In: goal CRUD, alignment reference (text link), status update (manual). Out: Automated metric tracking, scoring algorithms.

8. Acceptance Criteria (BDD)¶

Scenario: Create goal
  Given Mark views goals page
  When he adds a Q1 objective with alignment note
  Then goal is saved
  And appears in his goals list

Scenario: Update goal status
  Given a saved goal
  When Mark marks status as In Progress
  Then status change persists

Scenario: Unauthorized edit
  Given Mark's goal exists
  When another employee attempts edit
  Then authorization error returned

Scenario: Manager views direct report goals
  Given Mark reports to Alice
  When Alice opens Mark's goals
  Then she sees all active goals

9. UX Notes / References¶

Inline goal entry; alignment field simple text referencing manager goal ID (future linking).

10. Data / Domain Model Impact¶

Goal entity: ownerId, title, description, alignmentRef (string), status, quarter.

11. NFR Touchpoints¶

Performance: list goals p95 < 400ms.
Security: ownership + manager visibility rule.
Observability: goal created/updated events.

12. Dependencies¶

Employee profiles (US-301). Reporting structure or manager relationship.

13. Risks & Mitigations¶

Risk	Impact	Probability	Mitigation
Complex alignment graph early	Delivery delay	Low	Text reference only MVP

14. Estimation Support¶

Data model
CRUD endpoints
Visibility rules
UI list & form

15. Analytics / Success Metrics¶

Goals per employee; alignment usage %.

16. Rollout / Release Strategy¶

Pilot with one team; expand to org after feedback.

17. Definition of Ready Checklist¶

Manager relationship retrieval defined
Goal status list agreed

18. Definition of Done Checklist¶

CRUD tests pass
Events emitted

19. Open Questions¶

Quarter naming or date range flexibility?
Need tagging of goals?

Version: 1.0