Objectives and Key Results (OKRs)

Used by top companies like Google, LinkedIn and Twitter, OKRs are a technique companies use to set and communicate primary Objectives and more importantly, achieve them by focusing on the accomplishment of measurable Key Results. 

The OKR tool is available to all Company Teams and found on the OKRs tab in your company page.

What you need to know:

  1. Objectives are goals defining what you want to accomplish
  2. Your Objectives should be ambitious but not impossible
  3. Key Results are actions to be taken to achieve the Objective
  4. Key Results should be quantifiable and measurable
  5. Recommended OKR duration is one calendar quarter
  6. Don't have too many OKRs active at the same time
  7. If you are struggling with an OKR, set the status to Yellow or Red and tell the team
  8. Score each Key Result at the end on a scale of 0 to 1
  9. If you consistently score above 0.8, your OKRs are too easy
  10. Write a postmortem to help you learn from your experience
  11. Retain your concluded OKRs to track your improvements
  12. If you want to learn more, check out this Google Goal Setting Guide

Create a New OKR ahead of time:

  1. Click the plus on the OKR tab to start a new OKR:

  2. Choose a start date duration and units (months, weeks, days)
  3. Assign the OKR to the team member who will be responsible for its success
  4. Target a specific SAKPI this OKR is intended to favorably impact
  5. Type the the Objective and Key Results and click the button to create the OKR
  6. The OKR will be visible to the company team, appearing on one of the three tabs (Concluded, Active, Upcoming) 

Maintaining and modifying an OKR:

  1. Only the OKR owner can modify or delete it. (If you delete, there is no undo)
  2. Click the pencil to edit the OKR:

  3. Keep the OKR status up to date by setting Green (OK) or Yellow (Caution) or Red (Problems!) so your team members know how it's going
  4. When the OKR has concluded, score each Result (on a scale of 0 to 1) and the system will calculate an average of the three.
  5. Write a postmortem to facilitate future learning on how it went and what outcomes were achieved

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