Demo video: Objectives and Key Results - OKR
What it does
- OKR (Objectives & Key Results) is a goal-setting framework for defining and linking objectives of the enterprise, departments and employees to specific key outcomes;
- OKRs help enterprises focus on the most important goals, combine all resources to achieve that goal. OKR also helps each individual understand their contribution to the common goal and measure all activities;
- This application helps you focus on your objectives and measure them by key results.
Key Features
- OKR Definitions
- Define company objectives for year, quarter;
- Define company departments' objectives which are also key results of the company's objectives;
- Define employee's objectives which are also key results of the departments' objectives.
- Measure objective achievement automatically from its key result's points;
- Visualize objectives and key results hierarchy with OKR chart;
- Ready for other applications to extend (e.g. Projects, Timesheet, Gamification, etc).
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_okr.
- Press Install.
How to use
Instruction video: Objectives and Key Results - OKR
Access rights
Navigate to Settings > Manage users, grant the OKR access right for the user.
Set up OKRs using the genealogical structure
At the beginning of the year/quarter, your company sets an objective for the whole company. To determine the success or failure of this objective, the company plans to achieve the B, C, and D key results and assigns them to the departments.
For the departments, after they are assigned, B, C, D become their objective. From here, departments begin to strategize with key results B1, C1, D1 to achieve the assigned objective.
Similarly for the employee, when they are assigned tasks, the B1, C1, and D1 will become their personal objective.
Set up Key results
On the same view, press Edit > Add a line to set up key result for the objective.
Check the OKR genealogical structure
Navigate to OKR > OKR Node, press the Org Chart icon to view the OKR in genealogical structure.
Manage the progress and measure the OKR results
After building the OKR system, the OKR owner proceeds to confirm the OKR Node before the company announce the OKR to the whole company and proceed with it.
Confirm the Objective and Key results
Evaluate and record key results
During OKR implementation, the OKR owner will periodically update progress on the system by updating the Point for each Key Result.
Keep track of the OKR progress on the OKR main view
Access the OKR Node list to keep track of the OKR progress.
Tip: You can use the OKR & Project Integrator module to plan specific and verifiable OKRs.
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