An OKR (Objectives and Key Results) is a popular management strategy that defines objectives and tracks results. It creates alignment and commitment around measurable objectives. By measuring only what matters, and adhering to simple principles, great results can be achieved!
Adding an OKR
A Key Result is a measurable outcome required to achieve the objective. It contains a metric with a start and target value. Key Results measure progress towards the objective — like a signpost that shows how close you are to your objective.
To add an OKR:
Go to the OKRs app
Click on the Add OKR button
Then, you'll be able to add the information you need:
Capture the title of your OKR
Choose the circle in charge of achieving the OKR
Choose a frequency for the OKR according to the OKR timeframes in your organization
Add a description to the OKR
Add Key Results by clicking on the Add Key Result button
Assign a role in the circle in charge
Attach a project to the OKR
Align with another OKR
Attach a file from Google Drive, Dropbox, One Drive, a link or your computer
Add no more than 3 or 4 Key Results per goal for best effectiveness.
Indicate your level of confidence in achieving the Key Result with the colour coding. Use this colour code to prioritize your actions in the cycle.
Editing, archiving or deleting an OKR
To edit an OKR, open its card by clicking directly on it.
To archive or delete an OKR, open its card by clicking directly on it as well. You can also go to All OKRs card and select the three dots menu:
A deleted OKR is permanently deleted from the platform with all the information it contains.
An archived OKR is an OKR that has been completed or that is not relevant and does not need to be visible. It remains however accessible in the Archived OKR view, and can be restored if needed.
Filtering and searching for OKRs
To sort OKRs in your circle's page: choose between OKR's Role, Status or Timeframe:
To search OKRs in the OKRs app: type keywords, select OKR's state or circle in the search box:
Follow OKR's editing history
In order to ensure the transparency of modifications, you can see any changes made to the OKR and its Key Results. Once you go down to the bottom of the OKR card, you will see the Activity section with a list of the actions (including assignations) made by the members, along with the date they were done.