Note: This is a user-restricted feature. Only admin users are able to create organisation OKRs. OKRs are only available for Momentum plan customers.
It’s worth reading our primer on OKR scopes here before getting started with company-wide OKRs. It’s also worth reviewing our guide to OKRs.
Shared OKRs are a core concept of the Objectives and Key Results framework. By sharing objectives, organisations can create alignment and focus across the company.
It’s simple to create organisation-wide OKRs in Perform & Engage 365. These will be visible to all employees. Any department, team, or employee can choose to align their own OKRs through to this organisation-level OKR.
Creating organisation OKRs in Perform & Engage 365 for web
Creating organisation OKRs in Perform & Engage 365 for Microsoft Teams
On web:
- Go to the ‘Organisation’ tab and select ‘OKRs’
- Set scope to ‘Organisation’
- Click on ‘Create OKR’
- Enter a description and start and end date. This should be a high-level strategic objective for the whole organisation to work towards. Your objective should be aspirational, use simple, short language and contain no specific numbers (e.g. 'Offer the best customer support in the world')
- Enter at least one Key Result (ideally no more than three) 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 of your Key Result 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.
- Enter a ‘Responsible Person’ who will be assigned the responsibility to update this KR on a regular basis (it won't form part of their personal OKRs.)
- Click ‘Save’
- The OKR will now be created and visible within the current dashboard
On Microsoft Teams:
- Go to the ‘Me’ tab and select ‘OKRs’
- Set scope to ‘Organisation’
- Click on ‘Create OKR’
- Enter a description and start and end date. This should be a high-level strategic objective for the whole organisation to work towards. Your objective should be aspirational, use simple, short language and contain no specific numbers (e.g. 'Offer the best customer support in the world')
- Enter at least one Key Result (ideally no more than three) 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 of your Key Result 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.
- Enter a ‘Responsible Person’ who will be assigned the responsibility to update this KR on a regular basis (it won't form part of their personal OKRs.)
- 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 Perform & Engage 365 check-in (by the responsible person). 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.
OKRs can be edited at any point by an admin user by selecting the ‘Context’ menu on the right side of the screen. An audit trail is maintained.
Completing or archiving OKRs (read more)
An admin 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.