Step by Step Guide to OKRs Step by Step Guide to OKRs 1 Introduction 2 What are OKRs? 4 What is Goal Setting? 9 Benefits of OKRs 16 Getting Started with OKR 21 Writing Good Objectives 23 Setting Key R[.]
Step by Step Guide to OKRs S e b S e G de OKR n od c ion .2 Wha a e OKR ? Wha i Goal Se ing? Bene of OKR 16 Ge ing S a ed i h OKR 21 W i ing Good Objec i e Se ing Ke Re Ho 23 l OKR and KP 25 can coe i 36 Commi ed and A pi a ional OKR 45 Pe onal OKR .50 Ho 56 o W i e Ac ionable OKR Weekl Plan 65 OKR Alignmen 73 OKR E ample .81 The OKR P oce 91 The OKR Weekl Check n 94 The OKR Q a e l Re ie 100 The Sec e Behind S cce f ll mplemen ing OKR .107 OKR mplemen a ion G ide 111 Ge ing an OKR Coach OKR Be P ac ice and Tip OKR Ca e S Concl Re o ion ce die 112 116 119 128 129 S e b S e G de OKR n od c ion Ob ec c e a d Ke Re e f c e f ! Mea bab a e d h c d ed e f de e ee c ca d a e a d e e Tha d e ' The a e N ea c a e e ed he he e ea d h - gh e f , a d g e OKR eh d e ea g a eh da da he g ea de ca he h g a d he eh d ea a a de ce f a e e a ch e e c e '' ed h a e E e he e a he e ea eh d g gg e h? f eed ea de eh d a e h e g e, A a e d e dc , ed c e , d d e a h g a e , d he e e g ac ce e e a ce a d e ch a b ea he a a OKR a d be a d hG e h g; ac a e de a a e a d g eh d ae a fa fc a a he g g d f a e, a e ce, a d a a e a d , a ed a d e a d g he a e ea d g a e he h g a ed eh d e , cce , b cce , h a d gh f c ed b e e ga e e e he a cce cce f e ea cha ge a d ada c ed b e he a d g OKR e g Ma he a e, d ea e e ? T f fe f he e e f f he e a e B e a be c ad e a d a eh d h e , b e de Ma d g We e ee ab e h g OKR , b ga d b g a U de c d hab e Wha d a d g he a e c g a d e had cha ge he a e OKR a e The e a e c a - g a ' a ab e e f he b gge d a ead eh d e be g ach e e ead g E e ea e ea c e f a e ed age e he a e he a e e he a a g ea f a d A he d c cha ge b af e a e c ge ,b a d h ee e ee he g e OKR h e he ' be a OKR e da fe e Wha Ma e fc eh d (OKR ) a e e f d ga cce f eed e a he e each h he OKR Be g a e e h d e e a e d , OKR ca cad g a d a g e OKR e h d A de e df f a d S e b S e G de S ' h b g a d he he f OKR e a e h f Ob ec da ca be added eed he b : he c e a d Ke Re The a e b h he f OKR cce a e a d ea e eh d ae a h g a d he de a d b h he b g e e h d, S e b S e G de OKR Wha a e OKR ? Ob ec e a d Ke eh d c ab g a Re he e Re (Ob ec ) ( a e ) a d c ea e g e F (e : d g e ade ca e Ob ec ) c ea ed a a d a ee ce e a ba a d be ca be g e g e e ed eh d g g d e f eca d , a d KP ga da g e be e h 3-5 ea gc ea X ed a a d ea ab e e (Ke Y Red ce b a 0-100% ca e a , e c.) , a d he ed a d g a e e e c ea e _ f ca a e a e f a d e a e OKR f e e, , %, e d f g each Ob ec each Ke Re e g a ch a ba a ced c X% Ke Re e ca g f a e a e OKR e ec h h a OKR ge a ca a g ea , g e 0-100% eh d eh d X% A g a c a e ec he g a - e g a c g a ead hee , The OKR (OKR) g e he Ob ec ed b ee g e f a Ob ec e e ac Ob ec e f a d e a d e P a a a h e d be S e b S e G de OKR Objec i e ● A a ● Q a a ● T Ke Re l Plan a ● Mea ab e ● Ac e ● Q a a ● Tac ca eB d e ● Va e-ba ed / ● Wee a P e e E ample OKR N a d ee e a ba c dea f g d c a OKR , e d be ed ab h gh e OKR e a e each E ample 1: Le f e c a e Ma e a e c Objec i e: Ma e Ke Re KR3: c ea e Th ag Ob ec a e a OKR The a g he h e a d f c g g a a each a e d e e e he c a f he e a e h : a l : KR2: Ge 10,000 e a d ag g dec de c KR1: Ge e a e 100,000 f ead f e Y f e ga c ea ch de a Bad Ke Re KR1: Ma e de l : f a c eb e c a d b ec f be, e ag a e f a OKR The Ob ec h e he KR a e e Bad Ke Re be cha h Ob ec e e b 20% e a a e a d c de: a a d f he cce S e b S e G de OKR KR2: Ge e KR3: e SEO Th ee a ge ag a eh gd a da f e e a e bad beca g e f e e he a e e J e a g de ee he Y a e ac a f c g d e a eed f c c a e b ea he ea a e e ab e ab e e e he ee f g E ample 2: Le e e d f a e f a e a b f d c dec ded eed ee c e e f c a e e fea Objec i e: De g , c ea e, a d a KR1: a e e Y de e Ke Re a e c ch a e fea h e g a h c e f ec e g eed c e Y a e Y e e a OKR: e l : e e 50 e g c e a e he eed ega d g ec a age e KR2: C ea e e Wha d h The Ob ec g fea e , ag d OKR? We e e be d, he ec d e a a ge ab e Rea e ca he OKR c d a e A d h e he ,d eed a d de g e g he Ke Re KR a e g he e Le c e eed a d de g a e fea e eed ega d g l : e e 50 e g c e a e he a age e KR2: Ch e e a be e OKR: Objec i e: Re ea ch KR1: ach e e a age e ea ch g he c aga d a e2 a eed ca be c e ed h e e fea e ec S e b S e G de KR3: Te OKR a d e e e fea N 10 c e a dd c e dea f each de g a e Ne a e , e e a a e a e e ea ch g he fea age f he e fea e, c a d d ab e e ca e a hb g ge e he OKR f c e he he cce e a d e E ample 3: Y c a gg e e he a e e e b e d f b KR3: Se d e a ae gh ead Y e E a ca ag Af e g da a, dec de ee eed be he be h g d e a ca ag a d KR a e a OKR, d Objec i e: be c c g a d ead e d d b d ead e e h The Ke Re a a de ed a OKR b a ab e e ea e e f g a f b d e a ca 15 25% g - f ag l : e KR2: c ea e e a e ae f h f e a 30,000 a he a be Re e be , Ob ec e h : e e KR1: KR3: G e l : KR2: Ge a Ke Re ge g cha e KR1: W e e a c U f gh g a: Objec i e: Ke Re be dea a d e g 40,000 200 300 ec a e a e a ge a e e e e a e he S e b S e G de N he OKR a g ch be e The Ob ec ab e F h he OKR he e he ea F he e a e a h e, he ca a e h a gh a ad e g a d he Ke Re he ca d e g ca e h g ag h c e Ke Re gh a be e ca e e cha ge a e f a d ac S e b S e G de OKR Wha i Goal Se ing? OKR e ea ag a e h d ea de hea d f d e e e c eh d a d e a he e g bef he e e g a g f ge ed- he ac a ea e g a , a ge , OKR , Ke Pe f ca e , he e e ea c g B Y a ce Each f he e de h, e d ca eed bab (KP ) a d be de ed Wha a e goal ? G a ab e he e ab e (d ec G a he a d ec e h g a c b a A he c a d he a) a d f c e a h a e a a df c ec c d be ea he a ge f gh, g a ca h f c c - a d ach e e e, g a a e a ab a eg a he c a ca be a e a ch g g a ), e De e d g e a e A g a e The g e (a a c e e de e he f c a G a f he c ec c ea che ba ed h b e e b d e a eed a a d a he e e e ed a e h d S e b S e G de OKR 120 Challenge of implemen ing OKR me hodolog The OKR f h a ga a e e Whe e e, ea e ac a e e fec a e ca ded ca e e ef a ead a e e f g e a d e The e c e a d c ce a a , , he ea he e " a a a " d b, a h ch he ea g cha ge Th he e e e eg a e h d be e KP The e a e ce e a d g ea , b eh g ac ce ee de d e, a d, he ef 100% c d c g d g de a e ca be a eg a b ea e a ab e f e -a - a ded ab a a e , a d he e dea he g ea d a e f h c e a da d c be f e a a e h eed a d cha e ge e a A fa d be g ea he ca eg ed b e f f a ce aga KP a ge S e a e g b h KP b e -a - a a d OKR f he e f We a ce each d c a he he beg b ec bee e e ), a d e e e (KP f g he c e ,a de f e E e g c a ec d f he a e ade a d e a ead c he OKR ce eed eg a a e Y e e he he a a c a fe d e a gh e e d e h ee h de he a e ge a g OKR a d ee g c e of he OKR a be e OKR e ee e Bene The ee g c he f ca e , h g g e f e ed OKR a d a df A a d OKR b OKR e e cha e ge ea ch f ac a ea da g he e a d d e e d e S ec ca b e ea , ' a The ag c ae f ead f ge a e d a gd c aged b S e b S e G de OKR 121 ece a e OKR a d KP a d a We he beg a age ga F he ed e e ce a a c d ae Ye a d d dec - a ge e b g f eed a b a g h f e a e b g g e ec d cce f gh OKR We e bee e had e ea a e a g a b g e b ea ea d e b e fa a dd c f he OKR cce b ' ea e d e e ' fa e e f f he ea da e b aga Lea be e e ea ed he OKR ed b d g e cc , The c e de e d ' , E ce ch a e a e a e he g c ded A e ac ba g e a f g g ea g a d c g ca g h ce e a d d Ne e he e , ac e a , e e dec ded f e Wee d e 50 ea e ac ac , b b a d g he e c e c e, a d ee he a d e g a ch a a e , d g he ea he ea ece a da e Wee d ee e eg a ce ca e, ce OKR The c a Aha! momen ec b g h e b a a e e Th e he ed a Wee d he he ece a a eeded c e e he c e f he g ea e We d c e dea e -b - e , a d g each a a The - a h Ta a e OKR of g he c a a he a e had , e f ' a dba f ac e d e he a ece a d a h g ec a a d dec g ad a e B c a ce e e -a - e ea ce e a e he g e e he a a a age e g ca e f he b g a de e a e ab e e e g e a h gh a b ec h ec e a e be g a ga he e e ed b a d each ea he CEO a e e e hen in od cing OKR g a he head He a e , he e aG b hed e: "O " Aha! C ech e Oc be 10 h, 2020, he d c g OKR He e aDe 50 ea S e b S e G de #1 E e ● OKR goal m make en e The b ec e d a 122 e e a c ea c , e d ● e ppo d e ab a e d be d he b ec e Y he eed e , ea d c ● OKR e c ● Tea em a e he a ach e a d, ead, ca e a OKR a age e g e ac a a g ach e e f b ec OKR e f de e dec de h cce h a he de d e a ed e e e e e g a a eed, ef efe ab h gh he e, a ea be ead fo OKR e e c e e e e b a f e ec c b d c a ea , ● OKR ● G e ● OKR d e c h a age e a age e be ce age a d e e e ba ea he e g e g he g h ch a e a #3 Mind e and c l e e a e e a d ea ec a b a d OKR a d a a d ea c a g S e h g d e f c C ea e a afe- -fa e a ● a g e h ea i ke ec c e d ce OKR f e d ● de c bed de c be , he g ea e e d c c d e OKR ● he be e ea #2 Managemen a d ab a b a , e e c e e a afe- -fa e e( e ece a ) e e a e a e ead f OKR, e d e e e Bea ed d ce d E e he #4 n od ce OKR g ad all ● We ca ● We h ag e a ed a d c g OKR he ea h he g ea e d c /de e de a e OKR he e h a b g ba g h e aga , h f he ga a a d g ad a h a c ea he f a e gh a d added ac h he g a d a e The g e a ca e, ea a d e e ded S e b S e G de ● Th a ach he c a c #5 OKR a - E e ● Be ca ef gh be e f a e a h e e gh he c ea e e a he a We f 60 eade e e #8 Some ime i ● Pe e c gh a a a e A a We ca ga ca a e e ea h a dea b h e a d h a g h g e e e e , h a o each i h e KP a e d We eed b h, a h gh each ea o omeone e a ed a e aG d a f he OKR e ed he The e a age he He he c ee c ab he gh , -da e h a d ed he ece a he eh d ea We he ed eade g We ea ed a f h di We e bee ea h eache e e ce a d c g OKR We f e, b e e e e We ca OKR a d KP h he bec a e a h ge e he -h ● he e o lea n ome hing i ed h f add e f e ab e f e h g e e, e e ee he he he c a g ea e OKR he e ● ee e BAU ea e he ca e d ced OKR dea a d E e #7 The be e a d OKR f The g, ce e a (BAU) OKR ● a de e e e , a d he a a ge OKR a he ca ed e ea f a age e i ion a eg e g ad a e a he ea he e #6 OKR and KP , imp o emen Whe c gb h o e plain he compan e ac a ● c de e e impo an ● 123 c l o gg i e mea g able Ke Re hh e e l ,b e c i pa ec o he a e e We ab e e e a e de c age he eh g e ed? c ea e d e fa e/ d c e a e-f c a ed e e c ead S e b S e G de d ● OKR 124 c ea d he c e a e ec ea e cha ge d he e e , a d he e e e a b d c e da a d BMAT BMAT a a he ac c d ge ee The e e bee ce c ed b 12 c S a e e be f Acc d g g h N "We' e a f c he a d e Ba ce he g e ac c a, b a d he e f fee he a be e a e ca a d he c e he bega he bega ee ee e a d e bee ca ed g a , BMAT a Ja e a a e a d PR We a ce f gc a e - e h de g a ing OKR BMAT COO eached a e a ed e e dea ce he g be A g a a da g e b a de ce g ba he a he OKR e he ed he c Wh BMAT ce ef c a e e he de e e BMAT cce f e a g a age he h a ed ,c b a ddg a e ce 2015 BMAT e e beg a he ec g , ad a d g B a gc had f ee ca g- e eV g e ee he e Ob ec , b 2015 he had a ead e e b h e a ch ca g ec ch d ' e " a d Ja c e e e b d ' ee e e ced e d e e a e Ob ec e , b e h e e b d We d d ' e a a S e b S e G de Bef e he e g e a c a 125 ac a Ob ec be OKR a f he e ed c g a a de e a a e g a Ob ec g a T a g e e S a e e bee a c d ge g ee he g a d ab e a ef ed e ea e' ac e e e e e he e c a he ge e a ef e g a a eg f he he he BMAT e BMAT ee each a e a d e e ee a a de a e f he he Ob ec e e a d he f ed he a ce f a e B a ge a d Y h d ada d e he a e aligned f bg a e be ee he ee g a d OKR a e The beg he e he B a eh d e e b e A ed he a e ee de he a ge f he c a e OKR and make e f ec be of e ing OKR ge g he OKR gd c d a e a f fe e a ag beca e ea d h , he bega a he f Ob ec had a a ed, BMAT fe Emb acing he p oce he da e d e be d g ef a fe e e b d c A each Ho e b Th e e be g a e , Ob ec e he Ob ec a g a he ae b de g he d e e ea he d e a d he BMAT a e d a d e , he a e de he e Ob ec e a f a e a g e e e ea he ge e a c a e ee Se ing OKR in Weekdone Whe B a ed Wee d ca ch af M e, beca e f he da B a a d h ef h ec B a Ob ec he ea h g a d BMAT ge e a a e he f h be f he h ec a e e e ee a g e ece a a ee a OKR e a aa chec - e e a e a d e ee e a de e he OKR g a a e e , he h da d a ea ed a ea a e a e Th c de h a d B a O ce he he he h OKR he e e e a ed , a a ed c ce , he e he e e ec A ee he g e f adB a a ea ach e ed he c a d C a ' a e a S e b S e G de g e g e OKR e f a da c c h e N e a g h B a , he e BMAT e 126 , a ea a a ed he e efe d d c eb d e e e a he e d f he OKR a d Wee d e , he a d he a e a gh h efe he he a g f ee e g e a he g de e b he e OKR H mani ec H a ec he NGO e ,a d e e he Ka a The G b d g e ce c a a da d c c e b f h he a d a a h a h ch c e e ed OKR a a ge b a d g d e e e e b d a g ed a e The be g, he CEO f H e ea f h e N ec da a, a a eh d , OKR g a a a g e ea bec e a d d a ce a ec, a e ca a he c b d he f each d, a d f h ee g cha e ge H mani ec needed a f ame o k enable alignmen H a ec f ache he d a c b a d c a e a , c a e ce e d e e, We e 15 a d Ka a Kee e a cha e ge ga dg a be he g he c h h g h a f c e d e e a d : g e e b d a c ea dea h a a c he a he e e h e a g e f he c b e e he S e b S e G de de e OKR d , Ka OKR , beca h he Ka e a ge a ed a a c a ed OKR d e c Ka , ce f bec ea Af e he d a Wee d Acc d d g e a e acc ab h e ed a d Ka a ed e Wee d e e ce a a ea The , he e He ch e e f ea g OKR , a O he ge e e e e e e e e e e fee e, e he ed a e e g OKR a he he ca ee he be e eh g OKR a he a f he e ed e e edd ' Ka e, Ka a a de e e ed he he a c a g a d he he a b a d g ec d he a d eb d The e a d f a ed ee g g h e a d he ef ea e a a , he e e e c ea c ea e e E d a ce beca g e ac a f e e fee a e f a ed h a g h f he c e he ce ea a d Ka a ea The c ea be e e fee ec a he e a e , h he OKR he e a ed, ed a d e g a d he g, a d h ea he e he a e a a d e , OKR g a d a d a c ee ca ee OKR e a g ed, N a d ce he e he c eed f f OKR f he f a e f he OKR e e he a ge d d e ea de e he a Wee d he a e he de e a e Wee d e a e H ae f e a d Ka a He a da d c c e g e ga d he ed he b g e a e h ce Pe Ka e ed ca e e f da g a a d, a The he OKR f a e c - e ed de a a de a f a e goal- e ing f ame o k a , a d Ka a a e e OKR , g a c ae bef e mplemen ing a ne c ga ce e a d face he da d he ea ad a ced a d had he be c d g e a d Ke Re he e a d e ce e Acc g a h ge a d a he Ob ec h g d e e beca c ed eG f a e 127 ee ec ed ee ge he a d ha g a d f g he e e ed d g he e ec f S e b S e G de Concl Ad OKR ion g OKR ea e f g eh d g e f g a e g ac ce a d e-e a a g e a cha ge f he , b h e ge f he be c 128 c S a c , Ke Re a f b h he And no F a g be g e e The be a a g fc Re e be , Sg a d a ce e B a a e a a c a e a e g e e a ba a c g eg ea d a e e f a eh d e e , a d he b gge beg ed a g ef Ob ec ea e e a e f, e a d g ce OKR e a be e he f h de a d g ce 500, Wee d f ee a a ec ge h Tea OKR Y ca ea e e ed h f ee g e , he ee he da hb a d a d OKR ga he h d ed c ach g We a e c gh he OKR e Wee d e f OKR , a d f he OKR ge ch ce f Chec - OKR a e he a e he be h Wee e a d Tea ee f e e e acce he a ea OKR Ob ec ac ce a fea ge a 15 da g c a e 2-3 a a e a d he a a a e ec g OKR be d e eh d OKR O ee C f e a d be pl g: he e b e b h a ,a dh ec e e e e ad b ge a d ed a e he hab a e hamele g fac gh he eh d fo o ce f , he e B , a a d he ea g h c f ce a ea a We , ea age d a a e a OKR Ma e a d ca be ea d d e ga ca he e e a c e d c a ed ca e e b h he e d e h3 eh d h b ce ed g A d d g e Y d e e Whe a e ead add e e e, S e b S e G de Re o ce He e a e c ca be f S OKR 129 he f e d a he e d f h b ead hee e Q e OKR f a ef ca eg a OKR Re e e e a chec ce e e f g dea f ( age 106) ( age 113) ed h b S ac ab e OKR ( age 63) e e ce S e b S e G de OKR 130 Q e ion fo OKR e ie Q e ion abo ●H d d he ea ●H a he e e ●Dd ge e a a e and he p oce e f f he OKR ? Wha d d e ach e e? e ? D d he he he ea a e e ? e e he OKR e ● We e e e a a e f he he ●H OKR e c ? ●H ca e a d e e b g e he ? he had? D d he fee d ? f e dd c gh? We e e ed c he e be be e h e g e ?Dd g OKR e e e e gh eg a a e ? Wha d a d e e ee d? Q e ion abo ● Wh e e e ● Wa e ● Wha d f ac cce f e e h ach e a ● A e he e h g ● Ca cce b e ca a ea a e ee e cceed f e ? e ed? gh he h ghe he ed ● Wha a e he e g he Ob ec ? e? e cce he a ea e ca e ? e h he ? S e b S e G de OKR 131 Q e ion abo ● f e fa ed he ●M h ? Wha d d bab d d ● Wha e e he ● Wha dd e d f b g e e a d a cha e ge ? a cha e ge a edge e h d e, f S , e h a a Ke Re d e f ea ? Ca e e ce dd e gh e e e be ? , a Tea /C e a he he f g? H ca d ? e? H ? e ga e a ead ? Q e ion abo ● Wha a e he e dec he f ● Wha ● Wha d e and challenge e h g fa ed f f ac ● Wh d d h fail h g he f e ea e e a a Tea g? ● Wha h d e ed a d e ee d h e a g e? d f e ea aC e d g? h e d ced? a d g? O h d ec e S e b S e G de OKR 132 OKR mplemen a ion Check-li Compan name: Th OKR hh e e a d ed e fc chec - bee de e a e We e a a ed he e he ed ed ba ed h e fa a d e OKR e ample fo di e en OKR Decide on he le el U e o p ima ● he C ● he Tea NOTE: Pe e e ce cceed The DONE a d e eam i ing kill h h o need fo o ac ca e e c e OKR le el : a g e e DATE Lea n he be -p ac ice OKR goal- e ing p oce edge Le el p o fe cceed LEARN THE PROCESS B o ea e e f e e f a Tea a OKR a e e a ch g Ob ec e ed OKR f OKR ec d e ( a e e he a eg c d ec ef c : e a a de e DRAFT NG OBJECT VES & OKRS a ee f d c a ac f c O gani e a compan - ide alignmen e ion each ea a age e e he Tea OKR , a c - ea Q&A, a d add OKR Wee d e e e KR ) a d ; he Ob ec e DATE Leade d af and di c Compan Objec i e c ea e ed d c e d c he e a d b a dea f he d ec H e Ob ec e Team d af and align OKR e he e a e f OKR dea ; a a d e b h e a a d c - ea eed f a ea e a ch g C e ded (e ce , ef a d g a ) DONE S e b S e G de OKR 133 GETT NG TH NGS DONE: EXECUT ON PROCESS Se p he be p ac ice OKR check-in p oce DATE Lea Team ag ee on a peci c da and ime fo eekl OKR check-in (15-min e mee ing) e in e nal Team ched le a mon hl OKR e o pec i e e ie nc, align and mma i e lea ning o Sched le a compan - ide q a e -end OKR e ie See he e age f a ce, ab e e f h chec DONE OK IMPLEMEN A ION CHECK LI COMPAN NAME This OKR implementation check list has been developed based on ears of experience with hundreds of companies We have anal ed wh some fail and some succeed The steps listed here will help ou succeed LEA N HE P OCE DA E DONE Learn the best practice OKR goal setting process and test our knowledge B e OKR e a le for different teams Level up our OKR riting skills with this practical exercise Decide on the levels ou need for our OKRs Use t o primar levels the Compan level for overarching Objectives strategic directions no need for KRs the Team level to write shared OKRs for an entire functional team to work towards the progress of a Team OKR would move the overarching Compan Objective forward NOTE Personal OKRs are not recommended exception personal development goals D AF ING OBJEC I E OK DA E DONE DA E DONE Leaders draft and discuss Compan Objectives create a shared document to discuss the most important priorities and brainstorm ideas for the most impactful directions How to write Objectives Teams draft and align OKRs use the template for OKR ideas allow a week for comments and have both internal and cross team discussions Organi e a compan ide alignment session each team manager presents their Team OKRs answers cross team Q A and adds OKRs to Weekdone GE HING DONE E EC ION P OCE Set up the best practice OKR check in process Learn more Teams agree on a specific da and time for internal eekl OKR check ins minute meeting Teams schedule a monthl OKR retrospective revie to s nc align and summari e learnings Schedule a compan ide quarter end OKR revie Contact us okrcoaching eekdone com