This guide will help you to create your OKRs and give examples of OKR structure.
We will also briefly cover the topic of check-ins and how our Home page and comments can help with it.
1. Create an Objective
To create an objective, just click the respective buttons “+ New OKR“ and “+” or select a menu item from the grid.
2. Create a Key Result
Find an Objective and click the ➕icon in a grid.
Pick the “Create Key Result. “
Put a Title and a Description into respective fields
Pick a type of KR (%, Binary, or Metric)
Put an initial state and a target goal.
Save the KR.
3. Link a Jira issue
All types of Jira issues can be linked.
You can link the Jira issue to both Objectives and KRs.
You can link the same Jira issue to 2 or more Objectives or KRs.
From the grid:
Click the ➕button in the grid.
Pick “Link jira-issue. “
Search for jira-issue by full ID or part of the name.
Select an Owner and OKR Interval.
Click “Link. “
From the form:
Linking from the Jira issue:
Linking with the help of JQL:
4. Structure your OKRs
A few different methodologies can be used depending on your company structure and approach to planning. Considered to be the three primary methodologies are Classic, Roadmap, and Flat.
Classic OKRs
Classic OKRs are defined by quarterly meetings, where yearly Company OKRs are broken down into quarterly Company OKRs, which are then used as a base for aligning the Department OKRs.
Roadmap OKRs
Companies that follow Roadmap OKRs do not prioritize flexibility and instead break down yearly OKRs into quarterly OKRs for each quarter simultaneously.
Flat OKRs
Companies that follow the Flat OKR structure combine the breakdown and alignment processes. Their OKR structure does not feature quarterly Company OKRs — instead, each Department sets its own quarterly OKRs based on the yearly Company Objectives.
5. Home Page
The Home page will allow you to track your personal OKR progress as well as your team’s.
You can switch between your objectives and separately key results progress.
6. Check-ins
The Home page will also allow you to check in on your personal and team OKRs.
Leave comments, tag your group leader/members highlighting what was achieved in the last week.
7. Custom Dashboard
Custom OKR Dashboard is an executive reporting tool that shows only the Objectives and Key Results you need and all the vital stats and progress reports.
The Dashboard also allows you to share it with the whole company or specific users and export it in PDF.
To create a Custom Dashboard:
Go to Dashboard
Select the Custom Dashboard tab
Hit New report
Set a Goal and add Objectives
0 Comments