How to create an Objective Cycle (OKR planning timeframe)
Objectives and Key Results are a powerful way to track professional and personal goals. By using Objective cycles, you can assign your Objectives to specific planning cycles and monitor that progress for your team by each cycle. We made Objective Cycles easy to set up and customize to fit your unique company needs. ☝️ Note: Objective Cycle is a required field for each OKR. You cannot create an OKR without the Objective Cycle. Setup 1. Go to “Objective cycle” To create ObjectivPopularOKR TV screen
Learn more about the Plai OKR TV screen. It is a dashboard designed to keep your goals public, and your team engaged.Some readersOKR Dashboard
Monitor what is the status and progress of your OKRs over time. Stay up to date about the team progress and take proactive actions when necessary. OKR progress is calculated as the weighted average (mean) of the Key result progress. The team OKR progress is calculated as an average of all OKRs assigned to the team in the given Objective cycle Historical OKR progress Go toSome readersConnect Microsoft Teams to receive OKR updates
Plai integrates with Microsoft Teams through Webhooks. Learn more about MS Teams webhooks on the Microsoft site here 3 steps to complete the integration with MS Teams in Plai: Enable MS Teams integration in Workspace settings; Generate a webhook for your Microsoft Teams channel; Add the webhook from Step 2 to the team in Plai. Step 1 — Enable MS Teams integration in Workspace settings To enable Microsoft Teams webhooks, go to Workspace settings → Integrations, aSome readersHow to add Tasks/Initiatives to OKRs
Bring your Objectives to results with Tasks. Use them to plan activities and actions that need to be done towards your Objectives. We create Tasks to help you achieve OKRs. It’s best to keep metrics in Key Results, and other activities that you’ll do to achieve them in Tasks. Create a new task To add Tasks, go to Objective details (hover over Objective title and click Open). (https://storage.crisp.chat/users/helpdesk/website/a701d3a3b99e4000/0c774785-b945-4147-9354-c15b291frSome readersOKR visibility — private and public OKRs
We added visibility options to OKRs, so that you can control who can view and edit each OKR. When creating the OKR, you have an option to select the Visibility setting. Who can view and edit new OKRs: Public team OKRs: 👀 View: all ✍️ Edit: team members + Admins Private team OKRs: 👀 View: team members only ✍️ Edit: team members only Pubic user OKRFew readersHow to align (cascade) OKRs
Cascading OKRs is a way to align (cascade) your Objective with other Objectives (in any cycle). To align the Objective, go to “Objective Details” (hover over Objective title and click “Open”). Select tab “Details”, and search the parent Objective that you want to align with. (https://storage.crisp.chat/users/helpdesk/website/15dfc37e17c0c10/dd7fe60e-d684-4171-a13f-ecfcedFew readersHow to delete OKR
If you no longer need an OKR, you can delete it. ☝️ Note: this action cannot be undone, the OKR is deleted permanently. To delete the OKR, go to Objective details (hover over Objective title and click Open). Open the Details tab and press Delete Objective. (https://storage.crisp.chat/users/helpdesk/website/8120a7309b2dc800/aa1d348e-0dd5-4e72-b45f-b5c86f3blFew readersHow to update OKRs
We made it really easy for you to update any property of Objectives and Key Results. You can change almost every value that you see on every screen. Just click on the field, and it becomes editable. The property is automatically saved as you unfocus the cursor. To reorder Objectives, hover over the Objective title and press the arrows Up / Down. (https://storage.crisp.chFew readersHow 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. Setup Step 1: Add an Objective title The Objective titleFew readersList of email / Slack notifications about OKRs
Plai has a list of notifications to keep you up to date with the OKR progress. Set up notifications Go to Edit profile → Notifications to manage your own notifications. Select the one that you want to receive. Or click “Unselect all” at the bottom of the page if you want to unsubscribe from all notifications. Email notifications My team's ObjectiveFew readersWhat does OKR mean
What does OKR mean OKR stands for Objectives and Key Results. It's a goal management framework that helps companies implement the strategy. Andy Grove invented OKRs when he was the CEO of Intel in 1970. He was inspired by the Peter Drucker's approach MBO (Management by Objectives). John Doerr worked at Intel and later became an advisor to Google, and encouraged Larry Page and Sergey Brin to adopt OKRs. Which they successfully did during the first year. It supported Google's growth fFew readersUnderstanding OKR status
There are 4 Objective statuses: On track At risk Behind Postponed They are not updated automatically; you need to set the status manually. Use the status to understand which Objectives are on track and which needs extra attention. So that the team understands when it’s time to course-correct their plans. It also a useful indicator for other teams to offer help.Few readersHow to export my OKRs
To export your Objectives in CVS format, go to the Workspace settings → Export tab. Select the cycle from which you wish to export the Objectives. And press the Export cycle to download the .CSV file with your OKR data, normalized by Key results. ☝️ Note: you need to be an Admins to export OKRs. Check out this fileFew readersWhat is “My Objectives”
Each user has a tab Objectives → My Objectives on the left navigation bar. The user is considered a contributor to the OKR when at least one Key result is assigned to this user. Thus all the OKRs where you own at least one Key Result are displayed in the My Objectives tab. It’s a place to monitor and update all OKRs that you contribute to. The Objectives displayed inFew readersOKR FAQs
Here you may find the typical Frequently Asked Questions about Plai. Feel free to drop us a line if you think we missed something here. Few readersHow to add Notes to OKRs
You may optionally write a description (notes) to remind yourself and your teammates about some details of the OKR. To add notes, go to Objective details (hover over Objective title and click “Open”). Open the Notes tab and write your thoughts. A powerful note editor at your disposal. (https://storage.crisp.chat/users/helpdesk/website/fbfbb61de2946800/9db5926f-475c-495Few readers