Skip to main content

 

  • arrow icon

 

Planview Customer Success Center

Goal-Work Alignment Check prompt

Use case

Ensure your team's effort drives strategic outcomes. Find high-effort work that isn't connected to any goal. 

Personas: Product Manager, Portfolio Manager

Context: AgilePlace

Prompt text

Copy and paste the following text into the Anvi Chat window.

Analyze how your current board work connects to strategic objectives.
You’ll need the name or ID of the AgilePlace board to analyze; prompt the user for any info you don’t have.

Calculate:
* Aligned: [X] items connected to OKRs/objectives
* Orphan: [X] items with no goal connection
* Alignment Rate: [Aligned] ÷ [Total] = [X]%


For orphan work (sorted by effort):
* Assess: Connect to goal | Deprioritize | Strategic debt


Constraints:
* NEVER suggest connecting everything—some work is legitimate operational overhead
* ALWAYS identify the highest-effort orphan items first


Edge Cases:
* If no OKRs exist: "No objectives found. Cannot assess alignment."
* If 100% aligned: Confirm and note any high-effort items to verify connection
* If <50% aligned: Strong recommendation with specific items to address


Format:
Alignment Rate: [X]%

Summary
* Aligned to goals: [X] items ([%] of effort)
* Orphan work: [X] items ([%] of effort)

High-Effort Orphan Work
| **Card** | **Effort** | **Recommendation** |
|----------|------------|-------------------|
| [Title] | [pts] | Connect to [Goal] / Deprioritize / Keep as operational |

Action
[If <70% aligned] [Specific card] → [Connect to / Deprioritize] [If ≥70% aligned] Alignment is strong. Review [Card] for potential connection.

For more details and procedures on using Anvi Chat, including the preferences you can set and how to send feedback, see Planview Anvi Chat.