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OKR Goals

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Objective creation wizard

  1. Select scope: Team, Value Unit, or Organizational Unit, including the company itself.
  2. The Objective and the reason why this goal is important right now.
  3. When do we want this OKR to end?
  4. Select the Goal Owner. Who is accountable for this OKR?
  5. Align up or sideways (vertically or horizontally)

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OKR Goal Scopes (OKR Levels)

  1. No personal/employee “level” OKRs by design
  2. (Cross-functional) Teams are the preferred scope to create OKRs for
  3. OKRs for Value Units (products, projects, services, …)
  4. Organizational Units (business units like departments)

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Goal Statuses

  1. Draft — Initial creation phase
  2. Published — Ready for review
  3. Active — These count for pricing
  4. To Review — End of cycle review
  5. Abandoned — Goal was not pursued
  6. Reviewed — Cycle complete

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Key Results

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Key Result creation wizards

  1. Create Key Result from a template from the library
  2. Create Key Result based on selected metric from the library
  3. Create a generic Key Result
  4. Quick create (not a wizard)

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Key Result types

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Pre-scoring

  1. Two most common scoring types: “Yes/No” (binary) and “3 Zones” (Red, Amber, Green)
  2. Scoring types are different based on Key Result type
  3. Aspirational scoring is immediately recognized as it uses different (blue) zone

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Data cadence & Check-in

  1. You can enter data via Check-in for any date within the observing active Key Result period for generic Key Results
  2. For Key Results based on a metric from the library, the Data Period is defined by the metric
  3. Check-in is an event, a recurring one, which should happen routinely with existing meetings

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Key Result detail page

  1. Displays just the right information, needed to critically (re)think the steps necessary to achieve the target
  2. The current (last known) state is displayed with a gauge chart with thresholds and zones that were defined
  3. The trend over the period (and even before!) if a metric is included in the Key Result

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Predictive indicator

  1. At every Check-in, you can prevent unpleasant surprises at the end of the Key Result cycle by notifying in advance if you think the target is unlikely to be achieved
  2. Having red warning dots can make us focus on the difficult to achieve results or even abandon them and adapt to the new reality

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Boards

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My Board

  1. My Board is a default start page, but you can make any page in the application your default start page
  2. It displays some basic account info
  3. The Accountability card shows any Goal that you own and any Key Result you are the caretaker of
  4. The teams you are part of are displayed as a circle with team members

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Team Goal Board

  1. Regardless if your team is cross-functional or team members are all from the same department, this page is for them to gather around their current OKR(s)
  2. Two views: circular and table
  3. Also displays on which products, projects, initiatives, etc. team members work on

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Value Unit Goal Board

  1. Value Unit is an umbrella term for products, projects, services, etc. your organization is working on
  2. This Goal Board shows OKRs set for those products, projects, etc.
  3. Also displays to which organizational units those products, projects, etc. belong to

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Org Unit Goal Board

  1. Organizational Units are usually the departments, but you can create any structure
  2. This board displays OKRs for org units
  3. Displays Value Units orbiting the org unit owning them
  4. Also displays teams responsible for building those Value Units

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Library

  1. Search an ever-growing list of templates
  2. OKR Goal templates
  3. Key Result templates
  4. Metric templates
  5. Combine to your wishes when drafting your OKRs

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Metric templates

  1. Ever-growing list of metric templates
  2. Metric templates are used to create Key Results
  3. Every metric has a name, question, motivation, data type, unit, default data period, default aggregation type, and optional tags
  4. You can create your own, to be used for your organization
  5. Every metric instance can be reused in subsequent key results

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Key Result templates

  1. Ever-growing list of Key Result templates
  2. Key Result templates are used to create OKRs
  3. Every Key Result can be created to include a metric or not
  4. Every Key Result has a name and a type
  5. You can create your own

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OKR Goal templates

  1. Ever-growing list of OKR templates
  2. You can use them as inspiration and a foundation to shorten your valuable time preparing for the next cycle
  3. Every OKR template has a name and a list of suggested Key Result templates - pick one, more or none
  4. You can create your own

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Create templates

  1. Create and edit templates for metrics, key results and goals
  2. Metric editor will become much more powerful down the road
  3. When metric instance becomes “alive” it has its own lifecycle, not limited to a lifespan of any particular Key Result