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Org-wide OKR tracker
Org-wide OKR tracker
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Org-wide OKR 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
1
Customer Support ❤️
2
Engineering 🛠
3
Marketing 📰
4
People & Ops 🤝
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
Increase customer advocacy across community and social channels
1/11/2021
9/10/2021
Active
2
Improve diversity across teams
5/3/2021
8/20/2021
Pending
3
Run a virtual conference for the community champions, partners, and enterprise customers
3/8/2021
7/9/2021
Done
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:
Run a virtual conference for the community champions, partners, and enterprise customers
⁠
⁠


⁠
Add new objective
⁠
Big Rocks
Objectives
Increase customer advocacy across community and social channels
2
Launch chat support tool
Create a forum for regular engagement with community champions
Improve diversity across teams
1
Increase the %-age of hires from under-represented groups on the engineering team
Run a virtual conference for the community champions, partners, and enterprise customers
2
Confirm A-list influencers as keynote speakers for all main sessions
Identify an engaging, fully featured platform to run the virtual conference
⁠


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:
Increase the %-age of hires from under-represented groups on the engineering team
⁠
⁠


⁠
Add new Key Result
⁠
Objectives
Key Result
Team
DRIs
Shared KR with
1
Launch chat support tool
99% Satisfaction Rate on Pulse Surveys
Engineering 🛠
Buck Dubois
Joel Davis
Customer Support ❤️
2
Launch chat support tool
Launch beta to community and compile a list of bugs and feature requests
Engineering 🛠
Buck Dubois
Customer Support ❤️
Marketing 📰
3
Increase the %-age of hires from under-represented groups on the engineering team
Align all job descriptions in the ATS to current DEI Best Practices
People & Ops 🤝
Joel Davis
Buck Dubois
Engineering 🛠
4
Confirm A-list influencers as keynote speakers for all main sessions
Confirm participation from at least 2 A-list speakers/influencers
Marketing 📰
Lola Tseudonym
​
5
Identify an engaging, fully featured platform to run the virtual conference
Review the top 3 virtual conference platforms, and create a 2-3 page proposal to report findings and propose the top choice.
Marketing 📰
Lola Tseudonym
Polly Rose
​
There are no rows in this table
⁠


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