Note: This is a user-restricted feature. OKRs are only available for Momentum plan customers.
It is simple to create OKRs for your employees in Perform & Engage 365. OKRs can be aligned to team, department or organisational objectives or be used as personal development targets. Individual employee OKRs allow your people to have personal targets that they own and are a great tool for driving performance.
Creating employee OKRs in Perform & Engage 365 for web
Creating employee OKRs in Perform & Engage 365 for Microsoft Teams
On web:
- Go to the ‘My Team' tab and select ‘OKRs’
- Ensure the scope is set to ‘Team’ and 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.
- The first segment will show your team-wide OKRs. Below this will be a segment listing your individual team members.
- Click on ‘Add OKR.’ for the team member you wish to create an OKR for - this will show up when you hover over the employee or click on their name.
- Enter a description and start and end date. This should be a high-level objective
- You may align this OKR to a team, department or organisation level OKR by selecting a parent.
- 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 ‘OKRs’
- Ensure the scope is set to ‘Team’ and 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.
- The first segment will show your team-wide OKRs. Below this will be a segment listing your individual team members.
- Click on ‘Add OKR.’ for the team member you wish to create an OKR for - this will show up when you hover over the employee or click on their name.
- Enter a description and start and end date. This should be a high-level objective
- You may align this OKR to a team, department or organisation level OKR by selecting a parent.
- 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?
OKRs can be edited at any point by the manager or employee by selecting the ‘Context’ menu on the right side of the screen. An audit trail is maintained.
Your team will be asked to update the progress of KRs during their regular Perform & Engage 365 check-in. The progress of the OKR can also be updated from the OKR screen by selecting ‘Update OKR’ from the ‘Context’ menu. 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.
Completing or archiving OKRs (read more)
You 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.