Help

Help

  1. Your financial year
  2. Creating OKRs
  3. Key result types
  4. Editing OKRs
  5. Updating key results


Your financial year

OKRs are grouped according to quarter to avoid cluttering up your workspace. You can flip through the quarters to see past or upcoming OKRs. To make this work we need to know when your financial year starts so we can calculate the boundaries between the quarters.

Visit settings and configure the start of your financial year. The default setting is January, so the financial year will run Jan - Dec.

If you can't see your OKRs anymore, try flipping back and forward through a few quarters to see if they're accidentally grouped under the wrong quarter. You can edit the OKR to change the quarter and move it into the right place.


Creating OKRs

You can have 1 OKR per quarter. To create a new OKR, go to the OKRs homepage and choose the quarter you want to create an OKR in. Press the "Create new OKR" button (you won't be able to see the button if you've already got OKRs in that quarter).

Enter the year and quarter that the OKR relates to, and describe the OKR. This description should be an aspirational outcome, usually qualitatively phrased but could be enhanced with a specific metric or datapoint you're aiming for.

Next, press "Add key result" to add your first key result.

Each key result has:

  • Description: describe the key result - could be a metric you're going to move, a feature you're going to ship, some discovery or learning you're going to do or another deliverable output of some kind.

  • Type: we support 5 different types of key result. See the next section for more detail.

  • Start value: what is the current baseline value of the key result - for example if you're measuring a conversion rate, what is it now? For delivery key results this should be the start of the quarter.

  • Target value: what do you want to achieve by the end of the quarter - what does success look like this for key result?

Repeat this process to add as many key results as you need. We'd recommend between 3-5 key results per objective, having too many can dilute the effectiveness of the OKR.

When you're ready, press "Create OKR" to save everything.


Key result types

Freeform - you can put whatever values you want into a freeform key result. This is the catch-all in case the other types don't suit what you're trying to capture.

Number - numeric key results are good for tracking something you can count, for example features shipped, sales closed, people hired and so on.

Percentage - percentages are good for tracking the completion of a bigger piece of work that might be done in pieces, or ratios like an ecommerce conversion rate.

Delivery - to track a delivery deadline. The start value should be the start of the quarter, or the day you start work on the project in the quarter. The target value is the day you plan to release or complete the project, and the current value (when you're updating the key result) is your current best estimate for when you'll deliver.

Milestone - these are binary achievements that are either 'not done' or 'completed'.

We calculate and show progress differently for key result types:

  • Freeform: we don't show any progress.

  • Number, Percentage and Milestone: we show progress towards reaching the target, as a % of the total.

  • Delivery: we show a traffic light status instead of progress, so you can see whether you're 'on track' or 'behind' to hit your delivery deadline.


Editing OKRs

You can edit the OKR at any time. Editing an OKR is about reconfiguring its parameters. To update a key result to show progress, see the next section.

To edit an OKR, go to the home screen and click on "Edit" on the right of the OKR you wish to change.

The edit screen is much like the screen for creating OKRs, and allows you to change all aspects of the OKR's definition.

Changing the type of any key results may change the current value of that key result. For example if you've got a delivery key result with dates in, and you change it to a milestone key result that is a binary flag, the dates will be wiped from the key result - the history of any updates to the current value is unaffected by this change.


Updating key results

As your team makes progress through the quarter you can update the current value of your key results to record your progress.

To update a key result, go to the home screen and click "Update" next to the relevant key result.

On the update screen you can see the details of the key result (description, type, start value and target value). You can also see the history of all updates made to the key result.

And of course you can update the current value - just enter the new value and press "Update KR". The new value will be validated according to the type of the key result and saved as a new history record.