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 , other , and . 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.
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 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.
Step 3 | Add Objectives.
Select one Big Rock from the dropdown list below. For each Big Rock, add 1-2 Objectives and specific Key Results. Assign each OKR to one key team and any other teams who’ll support shared OKRs. Select a Big Rock:Run a virtual conference for the community champions, partners, and enterprise customers
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