Please note: This is a user-restricted feature. Only team manager users are able to create department OKRs. OKRs are only available for Momentum plan customers.
It’s worth reading our primer on OKR scopes here before getting started with team-level OKRs. It’s also worth reviewing our guide to OKRs.
Team OKRs are a core concept of the Objectives and Key Results framework. By sharing objectives teams are able to create alignment and focus across the team.
It is simple to create team-level OKRs in Weekly10. These will be visible to all employees in that team.
Employees within the team can also choose to align their own personal-level OKRs to these.
Creating team OKRs in Weekly10 for web
Creating team OKRs in Weekly10 for Microsoft Teams
On web:
- Go to the ‘My Team’ tab and select ‘OKRs’
- Set scope to ‘Team’
- Select the date range that you wish to set the OKR for. The view will default to the current quarter, but you can change this.
- Click on ‘Add OKR’
- Enter a description and start and end date. This should be a high-level strategic objective.
- Enter at least one Key Result which will measure success against this objective. We would suggest focussing on output rather than effort in the metric chosen. More details about OKR units can be accessed here.
- The baseline value should be the starting point (for example $0 revenue) and the target value the final aim ($1,000,000). OKRs should be stretch targets and as a result are expected on average to hit around 70% of target.
- Click ‘Save’
- The OKR will now be created and visible within the current dashboard
On Microsoft Teams:
- Go to the ‘My Team’ tab and select ‘Team OKRs’
- Set scope to ‘Team’
- Select the date range that you wish to set the OKR for. The view will default to the current quarter, but you can change this.
- Click on ‘Add OKR’ next to your team.
- Enter a description and start and end date. This should be a high-level strategic objective.
- Enter at least one Key Result which will measure success against this objective. We would suggest focussing on output rather than effort in the metric chosen. More details about OKR units can be accessed here.
- The baseline value should be the starting point (for example $0 revenue) and the target value the final aim ($1,000,000). OKRs should be stretch targets and as a result are expected on average to hit around 70% of target.
- Click ‘Save’
- The OKR will now be created and visible within the current dashboard
What next?
The Key Results will be updated either via the OKR screen and/or via the Weekly10 check-in (by the responsible person or team manager). The progress of the OKR will be calculated on an evenly weighted basis from the Key Result progress as a %. As always, OKRs should be stretch targets and hitting 70% is deemed as a success.
Editing Team level OKRs (read more)
OKRs can be edited at any point by the manager by selecting the ‘Context’ menu on the right side of the screen. An audit trail is maintained.
Completing or archiving OKRs (read more)
The manager can archive (or complete) an OKR from the ‘Context’ menu at any time. This will mean no further updates of the OKR will be recorded.
You can view the progress of an OKR at any point by clicking on the progress circle or from the ‘Context’ menu by clicking on ‘View Progress’. This will display a progress chart and breakdown of each update provided against the Key Results.