Objectives & Key Results - OKR
| Lines of Code | 969 |
| Technical name | to_okr |
| License | OPL-1 |
| Website | https://viindoo.com/intro/okr |
| Read description for | v 13.0 v 14.0 v 15.0 v 16.0 v 17.0 |
| Included Dependencies | Employees Customization |
| Extensions | OKR & Project Integrator |
Demo video: Objectives & Key Results - OKR
What it does
OKR (Objectives & Key Results) is a goal-setting framework designed to define and link the objectives of enterprises, departments, and employees to specific, measurable outcomes.
- OKRs help enterprises focus on the most critical goals and allocate resources effectively to achieve them;
- It helps individuals to understand their contribution to the organization's objectives and measure the progress of activities;
- This application helps you focus on your objectives and measure success through key results;
Key Features
- OKR Definitions: Create, edit, and track OKRs at individual, department, and organizational levels. Align personal objectives with organizational goals for strategic coherence;
- Automated Progress Measurement: Track objective achievements automatically through key result metrics;
- OKR Visualization: View objectives & key result hierarchies through an intuitive OKR chart;
- Extensibility: Seamlessly integrates with other applications such as Projects, Timesheet, and Gamification.
Benefits
- Clear Objective Alignment: Link personal, departmental, and organizational objectives to foster unified efforts toward common goals;
- Empowered Contribution: Boost employee motivation and productivity by clarifying individual roles and contributions;
- Strategic Vision: Build and track long-term strategies for sustainable growth;
- Efficient Progress Tracking: Automatically update and measure progress, improving management efficiency;
- Actionable Insights: Transparent OKR diagrams provide clarity for faster and more accurate decision-making.
Who should use this module
The OKR software is designed for organizations of all sizes and industries:
- Executives seeking to define and align strategic goals;
- Managers aiming to monitor and guide their teams effectively;
- Employees who want to contribute to and track progress toward shared objectives.
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
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
- Confirm the Objective:
- Confirm the Key resuls:
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.
- List view:
- Org view:
Tip: You can use the OKR & Project Integrator module to plan specific and verifiable OKRs.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.