How to create an OKR
OKRs help your team members to track their performance with clear Objectives and measurable Key Results.
You can create a goal from several places:
From the “My Objectives” screen.
From the user profile screen.
From the team profile screen.
Just press the button Create Objective at these screens.
The Objective title should be short, clear, aspirational, and achievable within a given planning cycle.
Each Objective is owned by one team or user.
We highly recommend avoiding individual Objectives, since they tend to backfire (check this article
Select how confident are you to achieve the Objective.
There are 4 statuses:
On track
At risk
Behind
Postponed (postponed Objectives are not counted when calculating the Objective progress on Dashboard).
Add at least one Key Result, or how you’ll measure the achievement of your goal.
Each Key Result has:
Title.
Owner. One owner per Key Result. It’s best when there’s always one person accountable for the result.
Start / Current / Target values.
The defaults is “0 / 0 / 100”, or 0% to 100% progress.
Use 0 / 0 / 1 for binary goals.
Feel free to customize to your needs. It can be decreasing (for example: “300 / 250 / 100”), works with negative numbers (for example: “-10 / 0 / 25”).
The progress of the Key Result is calculated as (Current - Start) / (Target - Start) 100%.
Key Result weight coefficient.
The default is “1x”.
Objective progress is calculated as a weighted average (mean) of the Key Results.
Read here
Select the Objective cycle. It’s the planning timeframe that this OKR will fall under and is being worked on. Learn here
It’s a way to align (cascade) your Objective with other Objectives in the current cycle. Search the parent Objective that you want to align with.
If you align your Objectives, they will cascade on the team profile screen.
OKRs can be Public or Private. Learn more about the OKR visibility settings in this article
Once ready, press “Create Objective” to publish your Objective.
Check your company mission when creating your Objective. To make sure all your efforts are aligned with the mission and with other Objectives.
Edit your company mission at Workspace settings → Workspace (available for Admins only).
Check useful tips and a summary of the best practices to help you get started with setting OKRs. Especially useful if you’re new to OKR methodology.
Find links to curated OKR examples that you can use for inspiration. Check OKR examples for Product, Engineering/R&D, Marketing, Sales, HR/PO, Finance/Accounting teams
You can create a goal from several places:
From the “My Objectives” screen.
From the user profile screen.
From the team profile screen.
Just press the button Create Objective at these screens.
Setup
Step 1: Add an Objective title
The Objective title should be short, clear, aspirational, and achievable within a given planning cycle.
Step 2: Select the Team
Each Objective is owned by one team or user.
We highly recommend avoiding individual Objectives, since they tend to backfire (check this article
Step 3: Select the status (optional)
Select how confident are you to achieve the Objective.
There are 4 statuses:
On track
At risk
Behind
Postponed (postponed Objectives are not counted when calculating the Objective progress on Dashboard).
Step 4: Add Key Results
Add at least one Key Result, or how you’ll measure the achievement of your goal.
Each Key Result has:
Title.
Owner. One owner per Key Result. It’s best when there’s always one person accountable for the result.
Start / Current / Target values.
The defaults is “0 / 0 / 100”, or 0% to 100% progress.
Use 0 / 0 / 1 for binary goals.
Feel free to customize to your needs. It can be decreasing (for example: “300 / 250 / 100”), works with negative numbers (for example: “-10 / 0 / 25”).
The progress of the Key Result is calculated as (Current - Start) / (Target - Start) 100%.
Key Result weight coefficient.
The default is “1x”.
Objective progress is calculated as a weighted average (mean) of the Key Results.
Read here
Step 5: Select the Objective cycle
Select the Objective cycle. It’s the planning timeframe that this OKR will fall under and is being worked on. Learn here
Step 6: Select parent Objective (optional)
It’s a way to align (cascade) your Objective with other Objectives in the current cycle. Search the parent Objective that you want to align with.
If you align your Objectives, they will cascade on the team profile screen.
Step 7: Select Visibility setting
OKRs can be Public or Private. Learn more about the OKR visibility settings in this article
Step 8: Press “Create Objective”
Once ready, press “Create Objective” to publish your Objective.
Helpful resources
1. Company mission statement
Check your company mission when creating your Objective. To make sure all your efforts are aligned with the mission and with other Objectives.
Edit your company mission at Workspace settings → Workspace (available for Admins only).
2. Tips on how to create OKRs and OKR examples
Check useful tips and a summary of the best practices to help you get started with setting OKRs. Especially useful if you’re new to OKR methodology.
Find links to curated OKR examples that you can use for inspiration. Check OKR examples for Product, Engineering/R&D, Marketing, Sales, HR/PO, Finance/Accounting teams
Updated on: 23/12/2021
Thank you!