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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
Name
Leadership 🚢
Client Project ⚒️
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
Establish Iter8 as a Cal Poly org
6/1/2021
9/20/2021
Establish Iter8 as a design agency
8/1/2021
12/1/2021
Create and deliver an org culture
9/20/2021
11/1/2021
Build Iter8’s working portfolio
9/20/2021
12/1/2021
Deliver on career building benefits to members
9/20/2021
12/1/2021
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:
⁠
⁠


⁠
Add new objective
⁠
Big Rocks
Objectives
3
Establish branding
Attain club status
Determine club structure
3
Reach out to clients
Score at least one client
Create hiring process
3
Define org values
Solidy plans to reiterate club values
Hold fun events
3
Establish structure of client & club teams
Launch client teams
Launch club teams
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:
⁠
⁠


⁠
Add new Key Result
⁠
Objectives
Key Result
Team
Lead
Shared KR with
Finish logo, website, and social media
Finalize advisor and meeting space
Determine exactly how many are involved in each team, project timeline
Build list of connections in the industry and possible clients
Create strategy proposal
Establish project scope for client, hire ideal amount of designers & implementation members
Update website with values, create phrases and mantras
Determine culture of work, establish a support network in-org
Research and plan events that people look forward to
Build & deliver client work
Launch Investigations, define project scope, & deliver on project
Invite key speakers & professors to critiques and presentations
Create case studies about projects together through workshops/direct involvement
Dedicate meeting time to teaching tools, teach Project Managers organization process
There are no rows in this table
⁠


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