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Org-wide Milestones tracker
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Org-wide Milestones tracker

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Set up

Start by expanding each of the Setup steps below and following the instructions for creating OKRs for the upcoming year. Once you’ve done that, use the ‘Org-wide OKR tracker’ to periodically review/update all OKR statuses. Need more guidance? Try this Starter Kit for
OKR tracking
⁠
, other
OKR templates
⁠
, and
OKR examples
⁠
.

Step 1 | List all teams in the org.

Click ‘+ New row’ at the bottom of the Teams table to add all the teams or functional areas in your organization.
Teams
0
Name
1
Leadership 🚢
2
Client Project ⚒️
3
Club Project 🔏
There are no rows in this table
⁠

Step 2 | Add Big Rocks.

Identify your org’s top priorities for the coming year. Once you’ve taken a quick peek at the sample data in the other steps on this page, click
clear data
⁠
to get started. Then, click ‘+ New row’ to add 2-3 Big Rocks, Start and End dates, and the latest Status for each focus area.
Big Rocks
Start date
End date
Status
1
Establish Iter8 as a Cal Poly org
6/1/2021
9/20/2021
Active
2
Establish Iter8 as a design agency
8/1/2021
12/1/2021
Active
3
Create and deliver an org culture
9/20/2021
11/1/2021
Pending
4
Build Iter8’s working portfolio
9/20/2021
12/1/2021
Pending
5
Deliver on career building benefits to members
9/20/2021
12/1/2021
Pending
There are no rows in this table
⁠


Step 3 | Add Objectives.

Select one Big Rock from the dropdown list below. For each Big Rock, add 1-2 Objectives and specific
SMART
⁠
Key Results. Assign each OKR to one key team and any other teams who’ll support shared OKRs.
Learn more »
⁠
⁠

Select a Big Rock:
Build Iter8’s working portfolio
⁠
⁠


⁠
Add new objective
⁠
Big Rocks
Objectives
Establish Iter8 as a Cal Poly org
3
Establish branding
Attain club status
Determine club structure
Establish Iter8 as a design agency
3
Reach out to clients
Score at least one client
Create hiring process
Create and deliver an org culture
3
Define org values
Solidy plans to reiterate club values
Hold fun events
Build Iter8’s working portfolio
3
Establish structure of client & club teams
Launch client teams
Launch club teams
Deliver on career building benefits to members
3
Involve industry professionals
Assist in development of portfolio pieces
Teach industry tools & processes
⁠


Step 4 | Add Key Results. Then assign teams and DRIs.

Select one Objective from the dropdown list below, then for each Objective, add 1-2 Key Results, assign a team, list other teams who’ll share the KR, and one or more DRIs (Directly Responsible Individuals).

Select an Objective:
Establish branding
⁠
⁠


⁠
Add new Key Result
⁠
Objectives
Key Result
Team
Lead
Shared KR with
1
Establish branding
Finish logo, website, and social media
Leadership 🚢
CJ Tio
Leadership 🚢
2
Attain club status
Finalize advisor and meeting space
Leadership 🚢
CJ Tio
Katie Hollister
Leadership 🚢
3
Determine club structure
Determine exactly how many are involved in each team, project timeline
Leadership 🚢
CJ Tio
Katie Hollister
Client Project ⚒️
Club Project 🔏
Leadership 🚢
4
Reach out to clients
Build list of connections in the industry and possible clients
Leadership 🚢
CJ Tio
Client Project ⚒️
5
Score at least one client
Create strategy proposal
Client Project ⚒️
CJ Tio
Katie Hollister
Leadership 🚢
6
Create hiring process
Establish project scope for client, hire ideal amount of designers & implementation members
Client Project ⚒️
CJ Tio
Katie Hollister
Leadership 🚢
7
Define org values
Update website with values, create phrases and mantras
Leadership 🚢
CJ Tio
Client Project ⚒️
Club Project 🔏
8
Solidy plans to reiterate club values
Determine culture of work, establish a support network in-org
Leadership 🚢
CJ Tio
Katie Hollister
Client Project ⚒️
Club Project 🔏
9
Hold fun events
Research and plan events that people look forward to
Leadership 🚢
CJ Tio
Katie Hollister
​
10
Launch client teams
Build & deliver client work
Client Project ⚒️
​
​
11
Launch club teams
Launch Investigations, define project scope, & deliver on project
Club Project 🔏
​
​
12
Involve industry professionals
Invite key speakers & professors to critiques and presentations
Leadership 🚢
​
​
13
Assist in development of portfolio pieces
Create case studies about projects together through workshops/direct involvement
Client Project ⚒️
Club Project 🔏
​
​
14
Teach industry tools & processes
Dedicate meeting time to teaching tools, teach Project Managers organization process
Leadership 🚢
Client Project ⚒️
Club Project 🔏
​
​
There are no rows in this table
⁠


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