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Step by Step Guide To OKRs PDF

The document provides an overview of Objectives and Key Results (OKRs), explaining that OKRs are a goal setting methodology that helps companies align goals and ensure everyone is working collaboratively on goals that really matter, with objectives and 3-5 quantifiable key results to measure progress towards the objective. It discusses benefits of OKRs, their history, getting started, best practices, common mistakes, and includes examples of effective and ineffective OKRs.

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Jose Andres
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0% found this document useful (0 votes)
350 views58 pages

Step by Step Guide To OKRs PDF

The document provides an overview of Objectives and Key Results (OKRs), explaining that OKRs are a goal setting methodology that helps companies align goals and ensure everyone is working collaboratively on goals that really matter, with objectives and 3-5 quantifiable key results to measure progress towards the objective. It discusses benefits of OKRs, their history, getting started, best practices, common mistakes, and includes examples of effective and ineffective OKRs.

Uploaded by

Jose Andres
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 58

Step by Step Guide to

OKRs
S e b S e G ide OKR 1

ntroduction 2

What are OKRs? . .. 4

What is Goal Setting? 9

Benefits of OKRs . 12

History of OKRs ... 14

Getting Started with OKR . 16

Writing Good Objectives 20

Setting Key Results .. 26

Committed and Aspirational OKRs 31

OKRs and Weekly Planning and Check-ins 35

Aligning and Linking OKRs ... 37

OKR Best Practices and Tips 45

Common OKR Mistakes .. 47

OKR Case Studies . 49

OKR mplementation Guide . 53

The OKR Process .. 54

Conclusion 57
S e b S e G ide OKR 2

ntroduction
Objec i e and Ke Re l (OKR ) a e f en een a a im le f ame k i h nl a
c le f inci le f ll hel b ine achie e i g al . ' m ch m e
han ha ! Mea e Wha Ma e i g ea f m i a i n and e ie , b m
babl n' c me a ma e af e eading i . E en h e aid im le
inci le '' eem be diffic l nde and f man c m anie . A an OKR f a e,
e ha e ked i h h nd ed f c m anie and e ee hem making he ame
c mm n mi ake . E e da e ee c me h call ha he a e d ing OKR , b
e cann find a ingle OKR in hei li .

Tha d e n' mean ha e le a e n able nde and lea n he me h d l g .


The j eem be ck in hei ld habi . Man e le an e ne , la
me h d l gie , b he a e n ead in he eff change and ada ne
a .

N hi i n di c age and l f d eam f cce , b a he


em ha i e he in ha lea ning and im lemen ing OKR ake ime, a ience, and a
change in c m an c l e. The e a e c n le cce ie f c m anie h ha e
im lemen ed he me h d l g and ha e had inc edible cce , ihG gle, Ama n,
and n el being me f he bigge name . B hi hen ai e he e i n, ha did
he e eam d igh ha man he ha e ggle i h? d e n ha e an hing
d ih i e f nding. We ha e een len f malle and mid- i ed c m anie ,
n n- fi , and a - ha e inc edible cce . eall all c me d n he
illingne change he a hing a e d ne and nde anding ha im lemen ing
OKR ake m e han j im lemen ing a me h d l g .

Wha d e mean b ha ? T i im l , a me h d l g i n a me h d. A
me h d l g i a a f nde anding h d me hing; al need ha e a
me h d and a ce f a l ing i . Man ma e ial n OKR he e each all
he g ea hing ab he me h d l g and be ac ice ih hel ing e le
nde and he me h d he need ac all im lemen OKR . Be nd ha , OKR
me h d l g ha ieal f n ance and e m ch a ca cading and alignmen
ha can ea il be c nf ed and e f fail e if n e l nde df m
he a . Unde anding he fine de ail and finding a me h d ha k f and
c m an i f en ha make b eak cce f l OKR im lemen a i n.
S e b S e G ide OKR 3

S ha ' h e e hi b k: hel c m anie and eam nde and b h he


big and he mall f Objec i e and Ke Re l . The ma e ial in hi b k ill gi e
he f nda i n need ma e b h he me h d l g and he me h d, ha
can be added he li f OKR cce ie .
S e b S e G ide OKR 4

What are OKRs?


Objec i e and Ke Re l (OKR) i a c i ical hinking f ame k and g al e ing
me h d l g ha hel c m anie align g al and en e e e ne i king
c llab a i el n g al ha eall ma e . OKR can be im lemen ed ing
ead hee , m e c mm nl , i h an OKR f a e. OKR me h d l g diffe f m
he g al- e ing me h d l gie ch a balanced c eca d , and KP .

The OKR me h d l g i a im le ce f e ing and aligning c m an and eam


g al (Objec i e ) and c nnec ing each Objec i e i h 3-5 mea able e l (Ke
Re l ) mea e g e .F e am le, inc ea e _____ f mX Y. Red ce ______ b
X%. m e ______ X%. Ke Re l can be mea ed n a 0-100% cale an
n me ical ni (e : d lla am n , %, i em , e c.).

A g e i made n each Ke Re l, g e n he Objec i e m e f a d na


0-100% cale. Objec i e a e al ed b eekl ac i i ie and ini ia i e
(Plan ) ha ll ake d i ef a d he g e f an Objec i e. Plan h ld be
c ea ed n a eekl ba i and be linked Objec i e .
S e b S e G ide OKR 5

Objectives Key Results Plans

● A i a i nal ● Mea able ● Ac i n / ni ia i e

● Q ali a i e ● Q an i a i e ● Tac ical

● Time B nd ● Val e-ba ed ● Weekl P i i ie

Example OKRs

N ha ha e a be e g a n ha make f ag d OKR. Le n h gh
me e am le and ee ha i g d c ld be im ed ab each.

Example 1:

Le a ha c m an i j ge ing hi g h ha e and n an
each a l f e le. Ma ke ing decide ha he ill f c n g ing i al nline
d i em e a en i n c m an . The e an OKR ha l k like hi :

Objective: Make c m an g i al

Key Results:

KR1: Gene a e 100,000 ie n Y be channel

KR2: Ge 10,000 ne f ll e n n ag am

KR3: nc ea e ganic ea ch affic eb i e b 20%

Thi i a g d e am le f an OKR. The Objec i e i a i a i nal and m e he c m an


f a d hile he KR a e n me ic and bjec i el an if he cce f he e all
Objec i e. Bad Ke Re l f hi Objec i e ld incl de:

Bad Key Results:

KR1: Make ide f be,


S e b S e G ide OKR 6

KR2: Ge m e n ag am f ll e

KR3: m e SEO

Th e e am le a e bad beca e he a e n f c ing n O c me b a ej ab


ge ing me hing d ne. J making ide d e n al a mean ha e le like hem
and a l f e le ill ee hem. Y need f c n he mea able Re l ee if
eff a e ac all king.

Example 2:

Le e end ha a e a f a e c m an h i elling a jec lanning


f a e f b ine e . Y kn ha kee ih c m ei need
de el d c ffe m e f nc i nali ie f c me . Y ha e
decided ha need c me i h a ne fea e. Y e an OKR:

Objective: De ign, c ea e, and la nch a ne fea e

Key Results:

KR1: n e ie 50 e i ing c me n ha a e hei need ega ding jec


managemen l

KR2: C ea e ne fea e

Wha d hink, i i a g d ne?, We ld a ha he OKR c ld e me k.


The Objec i e i likel n ible achie e in a ingle a e . And hile he fi KR i
g d, he ec nd e l i n an ifiable. Reali icall , m d ing he fi a e
ill nl manage e ea ching he c me need and de igning he fi e.
Le again e a be e OKR:

Objective: Re ea ch c me need and de ign a ne fea e

Key Results:

KR1: n e ie 50 e i ing c me n ha a e hei need ega ding jec


managemen l

KR2: Ch e 2 im an need ha can be c e ed i h ne ne fea e


S e b S e G ide OKR 7

KR3: Te and e ie 10 c m e i l and d c men 2 idea f m each de ign


ne fea e

N e am le i m e eali ic and d able in ne a e . Ne a e , hen e


a e la nching he fea e, e can e an he OKR ha f c e n he cce and
age f he ne fea e.

Example 3:

Y c m an i ggling i h b inging en gh m ne in. Af e l king in da a,


kn ha he blem i n ha ing en gh lead . Y decide ha need
me ne idea and ma ke ing channel . Email cam aign eem be he be hing
e g al:

Objective: m lemen ne b nd email cam aign

Key Results:

KR1: W i e email c end b nd lead

KR2: Ge a li f b nd lead

KR3: Send email e e ne n li

Unf na el hi ld n be c n ide ed an OKR b a he a jec i h a a k li .


The Ke Re l d n c n ain an n mbe . Remembe , Objec i e a e la ge a i ai n
g al and KR a ea an ifiable mea emen f ha g al. f e e e e i e he
OKR, i ld l k like hi :

Objective: m lemen ne b nd email cam aign

Key Results:

KR1: m e en a e f m 15 25%

KR2: nc ea e m n hl email ign- f m 200 300

KR3: G email li f m 30,000 40,000


S e b S e G ide OKR 8

N he OKR i m ch be e . The Objec i e i in i ing and he Ke Re l a en


an ifiable. F m he e he eam can a k h he can d i e h e Ke Re l f a d
i h hei k. F e am le, he ma im e ign- h gh a be e call ac i n
g he email li h gh an ad e i ing cam aign c n en e change .
S e b S e G ide OKR 9

What is Goal Setting?


OKR e e a a g al e ing me h d l g . B bef e j m ing in hem in m e de h,
h ld eall nde and ha he e m g al ac all mean . Y e babl
hea d f diffe en e m like g al , a ge , OKR , and Ke Pe f mance ndica
(KP )/me ic . n man ca e , he e e m ge mi ed- . Each f hem need be
defined he e n eal c nf i n.

What are goals?

G al in a b ine a e me hing ha a c m an lan achie e in he f e. A g al


i he e l an b ain. A hei c e, g al a e all ab c mmi men . The gi e
ab ine di ec i n and hel f c n ha im an . G al can be e a ching
(di ec i nal) and f c n he la ge aim f he c m an (aka c m an g al ),
e a i nal and f c n f nc i n- ecific eam le el i i ie . De ending n he le el
h gh, g al can fill ecific niche ba ed n de el men need a ell.

G al h ld be kn n b e e b d in he c m an and lanned ini ia i e h ld


hel eam m e a d h e g al .
S e b S e G ide OKR 10

Goals vs Objectives

The line be een g al and Objec i e i hin ha i ba icall d e n e i . The b h


e e en a de i ed e l achie emen . The e a e diffe en he ie a ing ha g al
a e all m e l ng- e m and c e he big ic e and Objec i e a e m e ecific,
ac i nable and e a e l .

Se a a ing g al f m Objec i e ma be ele an me g al e ing me h d b i


defini el n needed hile ing OKR . We a he a e he ame hing! T ing
e a ae h e e m d e n ac all gi e an al e, h b he ?

What goals aren t

i.e. what are KP s/metrics and targets?

KP and me ic and a ge a e im an e m f nde anding h c m an


i d ing. KP and me ic a e b ine mea emen and mean he ame hing. The e
mea emen e e en h he c m an i e f ming. T acking c m an KP hel
nde and if he c m an i in a heal h ae n . im an de e mine
ha a e he hing need mea e in c m an . c ld be ch n a e, MQL,
NPS, e c. de ending n ha c m an i d ing.

Ta ge a e e f mance le el hich e f KP /me ic . F e am le, ale


e le can e a a ge f h man c me mee ing he need e m n h. While
he me ic i he n mbe he ac all achie ed.

The diffe ence be een g al and KP /me ic and a ge i ha a g al i me hing


an achie e, hile KP /me ic e e en he e a e and ha n mbe
a e hi ing n a dail ba i kee he c m an nning. f c m an KP a e
e f ming ell d n need ake an e a ac i n n hem. G al a e me hing
ha a e in he ligh and he a e all ab aking diffe en ac i n achie e hem.
KP /me ic and a ge e e en he c en i a i n, hile g al in in he
di ec i n he e an g .

G al can al be e f he a egic di ec i n f he c m an . Tha mean , g al end


c me f m KP /me ic hich a en mee ing hei a ge f m a egic deci i n
S e b S e G ide OKR 11

(i.e. e anding a ne c n / egi n, deciding ha a c m an ill f c n


diffe en ia e i elf).

Your goals are set, what s next?

G al a e d i en f a db lan . f g al an e he e i n he e , hen ini ia i e


a e he h a . We like e he e m ini ia i e , b ma e diffe en e m
like lan , a k , (ke ) ac i n , jec , e c. G al defini el a en j a li f
ini ia i e beca e c m le ing ne ini ia i e d e n mean ha he c me i ha a
e ec ed.

ni ia i e a e im an beca e if d n f c n g al and d n ha e a lan


f h achie e hem, hen he e i a big chance a e g ing fail. Whene e
g al a en m ing f a d need change ha a e d ing ne
ini ia i e . c cial ha e a eadine and en mind e change me h d
ne hing in c m an hen a e ing ake i ne heigh .
S e b S e G ide OKR 12

Benefits of OKRs
OKR all e and c mm nica e he m im an g al in gani a i n
in an gani ed, f c ed, and an a en manne . OKR a e e eciall g d if
eam i g ing, ld me h d j a en c ing i an m e, e ha ing an
i e i h eaching g al and ih d c i i . N ma e a ing in , he main
benefi f ing OKR i a nified c m an he e e e ne kn e ac l ha he
need ge d ne and he feel m i a ed d i.

He e a e me f he benefi f OKR :

Know what s happening

OKR ide in igh in ha ha ening igh n in eam c m an and


hel ack c m an ac i i ie and e n g e . The b ing g al he
f ef n and ide inc ea ed i ibili .

Focus on what matters

Wi h OKR , e e ne can be a a e f ha need be acc m li hed each eek and


a e .Y can kee a i a i nal c m an and eam g al in f c e e ne can
lan hei eek i h he c m an i i n in mind and a n ack.
S e b S e G ide OKR 13

Engage and inspire

Wi h clea i i ie f c ne e ne ill be m e engaged and feel ha hei k


ma e . Y ill ee a m e d c i e c m an i h em l ee h ake ini ia i e in
hei k!

Make informed decisions

OKR all be m e da a-d i en and make inf med deci i n . B a e ing he


g e f eam g al , can m ni if g ff c e and ake ini ia i e
bef e an blem a i e.

Align and organi e

OKR hel a m e gani ed, f c ed, and aligned. B ba ing ini ia i e n highe
c m an and eam le el g al , e e ne k ill be m e f c ed and d i e he
c m an f a d.

While ing OKR na ead hee d c men ide he e benefi , ing ecial
OKR f a e like Weekdone can ide e en m e benefi . a ma e he ce
and ide addi i nal fea e , hich ide inc ea ed i ibili and engagemen
ha ead hee f en lack.
S e b S e G ide OKR 14

History of OKRs
F a b ief hi , le a el back he 1970 . Di c i in, bell b m a e he la e
fad, and And e G e, e iden f n el, fi de el ed and im lemen ed OKR in hi
c m an , and d c men ed he main inci le in he b k, High O
Managemen . And G e e ha ed managemen in me hing im le and ea ie
b a king e en ial e i n .

1. Whe e d an g ?
2. H ill ace m elf ge he e?

N i i 1974 and J hn D e j in n el and i in d ced OKR . La e , D e e ed


a an ad i e d ing G gle ea lie m men and in 1999, in d ced OKR
G gle f nde . N ,D e i ell kn nf cham i ning he g al e ing l i n
and G gle ill e OKR hi e da .

And i ha a ed i h man he a ell incl ding G gle, T i e , S if , Linked n,


Ama n, and man he .
S e b S e G ide OKR 15

The bigge change in he la fe ea ha been he e l i eg h f OKR e


and he echn l g im lemen hem. Th gh leade like Weekdone ha e n d ne
OKR f a ef m e han 7 ea , i ha bec me an e abli hed ec .
S e b S e G ide OKR 16

Getting Started with OKR


Bef e e g in ecific ab h e g d OKR , le g e he ba ic OKR
ce gi e me e ie ab h all hi k . The ba ic OKR c ei
a he im le and eamlined. Y can define OKR in a ead hee ecial OKR
f a e. Follow these 5 steps as you get started:

1. Set your Objectives

A begin e ing fi OKR a b defining 1 Objec i e f c m an . (A


ge m e c mf able ing OKR , can add m e C m an Objec i e , b
ill ne e an m e han 5.) C mm nica e and e lain hi Objec i e f nc i nal
eam (f e am le, P d c De el men , Ma ke ing, Sale , e c.) and a k he eam
e hei c n ib ing Objec i e be aligned i h he C m an Objec i e. Each eam
h ld hink ab h he can hel m ef a d he c m an g al .

Remembe , Objec i e h ld be ambi i , ali a i e, achie able in a a e , and


ac i nable.

2. Define your Key Results

Unde each Team Objec i e e 3-4 mea able Ke Re l . The j b f Ke Re l i


mea e h cl e ' e ge ing achie ing Team Objec i e. The c m an
Objec i e d n need Ke Re l beca e h e g al ill be m ed f a d b Team
OKR .

Mea able Ke Re l can be e in a diffe en a :

c ea e ______ f X Y

Red ce ______ b X%

e ______ X%

Ach e e X a f ________

B m ing he needle n Ke Re l , ' e d i ing he Objec i e f a d. Ke Re l


can be ba ed n g h, e f mance, e en e, engagemen .
S e b S e G ide OKR 17

3. Update your OKRs

While h ld e Team OKR a e l , i i im an g e OKR e e


eek. Thi a can make e a n ack ih g al and ide
feedback eam membe a nece a .

4. Plan your activities and have Weekly Check-ins

i al im an inc a e OKR in eekl ac i i ie . Each eek hink


ab ha jec and lan h ld f c n achie e h e Objec i e and
i e hem . Thi a can ee h all eff hel achie e g al .
g d if nce a eek check-in ih eam ee h he OKR a e
g e ing and ha he ha e been .

5. Review your OKRs

A he end f he a e each eam h ld hen l k back a he acc m li hmen f


hei OKR . See ha did ell and ha can im e. eall im an ha
ma k d n lea ning . E en if failed m ing Objec i e f a d
e cen i e, migh ha e gained a l f ne kn ledge. F m he e can a
lanning eam OKR f he ne a e .

C m an ide, h ld ha e an OKR e ie 2-3 ime a a e ha e h gh


and lea ning .
S e b S e G ide OKR 18

Writing Good Objectives


How do you write a good Objective for your OKRs?

Bef e i ing an OKR need a g d nde anding f ha an acc m li h.


Fi f c n Objec i e. Think f he en ial Objec i e d like acc m li h
hi a e , and a k elf he f ll ing e i n :

1. D e he Objec i e hel achie e c m an g al ?


2. he Objec i e in i ing?
3. D e hi Objec i e ide b ine al e?
4. hi Objec i e eall achie able in ne a e ?
5. hi Objec i e l ing he blem eam i ha ing?
6. hi Objec i e ac i nable and achie able b j ?

i al im an c n ide ha Objec i e a e n :

Objectives should not be easy.

f a e a ing i h OKR , achie ing 100% f Objec i e in 3 m n h i e


c mm n. ill hel eam m ale and m i a e e le e m e
ambi i g al ne a e .

f an Objec i e i achie ed ell bef e he end f he a e e en hinking big


en gh. f d n each an he e nea ha ma ha e e an ann al g al in ead.

When bec me m e c mf able i h OKR , ill an make hem m e


ambi i . When hi 65-70% f an ambi i g al, i i ill i e an acc m li hmen !
Thi i h h ld be a i fied if nl achie e - hi d f Objec i e in a
a e .

Tha being aid, an make e ha - hi d d e n' bec me he ne 100%


f eam! E e ne h ld al a aim achie e 100% f hei Objec i e b
c ming i h ne a d ce be e e l .
S e b S e G ide OKR 19

Objectives are not projects with sub tasks.

Objec i e a e a i a i nal g al . The a e n ne- ff ac i i ie , hich ld be


c n ide ed a k lan .

S if e an ed i e an Objec i e f a c m an inc ea e hei e en e a g d


bjec i e ld be :

Objective: ncrease product reach in Germany in Q3

Thi Objec i e k , ince i ' a i a i nal, ime b nd, and hel m e he c m an


f a d.

An e am le f a bad Objec i e ld be:

Objective: Write a product marketing plan for Germany

Thi i a bad Objec i e a i i n me hing ha ill d all a e , i n


in i ing, and n f a dl king.

Wi h Objec i e , i all ab being ali a i e. The h ld de c ibe he de i ed


c me. F e am le: U de a dc e eed i a g d Objec i e beca ei clea
and a i a i nal. Y d n need Objec i e be mea able, nlike i h Ke Re l .

Kee in mind ha Objec i e h ld al be ime-b nd. Ei he a e l f C m an


Team Objec i e , ann all f C m an Objec i e . f a e e ing c m an
ann al g al , h ld f he b eak hem d n in a e l Objec i e .

The e n in in e ing g al a all if he ll j ca e a e a e ih


an im emen . The ld hen be KP , hich a e ef l f m ni ing he a
.

Y can ee m e e am le f Objec i e f gi en field a okrexamples.co. T


la a nd i h defining OKR , sign up for free at Weekdone.
S e b S e G ide OKR 20

Setting Key Results


Ke Re l mea e h cl e ' e ge ing achie ing a e l Objec i e .
Af e anal ing maj i i ie and deciding f c n a a ic la Objec i e,
hen need decide n Ke Re l . Remembe Ke Re l a e he a
mea e Objec i e.

Ke Re l h ld be ecific, mea able ( an ifiable), achie able, ac i nable,


bjec i el g aded, and be diffic l b n im ible.

al im an hink ab ha Ke Re l a en a ell:
S e b S e G ide OKR 21

They are not binary.

Ke Re l h ld be n me ic and be da ed h gh he a e . f Ke
Re l i bina i ma be a a k lan and n a Ke Re l . Which m e he
ne in .

They are not tasks to be completed.

While lan and jec a e im an in ing bjec i e , Ke Re l a e


mea able b ine c me and h ld be ea ed a ch.

Bef e e made a g d Objec i e e am le a ing ncrease product reach in


Germany . S me g d e am le f Ke Re l f ha Objec i e ld incl de:

KR1: nc ea e Ge man Sign- MQL c n e i n a e f m 15 20%

KR2: nc ea e Ge man MQL f m 300 500

KR3: nc ea e Ge man SQL f m 200 300

The e e am le a e mea able ( an ifiable), bjec i el g aded, and hile challenging


he h ld be achie able.

A bad e am le f a Ke Re l ld be:

KR: Di c h ma ke d c in Ge man

Thi Ke Re l i n n me icall mea able and i i n bjec i el clea h i


c n ib e he Objec i e, a j di c ing me hing d e n h an kind f
g e . Thi ld be c n ide ed a a hing d . Remembe ha Objec i e a e
la ge a i a i nal g al and KR a e a an ifiable mea emen f ha g al. Y can
ee m e e am le f Ke Re l f gi en field a okrexamples.co.
S e b S e G ide OKR 22

Outputs vs Outcomes

The bigge challenge ha m f he c m anie face i ha in ead f defining Ke


Re l a mea able c me he e a li f ac i n ba ed O . Thi g e
again he h le in f OKR . Le l k a he diffe ence be een O and
O c me and h hi ic i im an .

O i j ne e m ha can be ed de c ibe ac i i ie . Y can al call hem


ini ia i e , lan , jec , deli e able , mile ne , ac ic , e c. The e i a ligh
diffe ence in h e e m ,b i hin OKR me h d l g he mean he ame. Output is
an action that you take towards your goals. One hing i f e, he a e n
mea able c me ! W i ing and deli e ing a ne ma ke ing lan d e n' mean ha
he ne lan i g d and ha i ill b ing l f ne c me .

O c me a e he mea able e l ha h e ee af e ha e c m le ed
. O c me a e n ab d ing, he a e ab deli e ing eal, al able
b ine e l . f he ma ke ing lan i hen he de i ed c me f i
migh be ha e ec ing he ne ma ke ing lan inc ea e inc ming lead f m 4000
5500 e a e .

E e hing ha i lace, and d . The a e ill im an achie e


g al b i' n he e f c h ld be, and i n a a mea e cce .
You need to keep your eye on measurable results that deliver business value. f
me hing d e n deli e ha cce - hen d ing i !
S e b S e G ide OKR 23

Why do Outputs vs Outcomes even matter?

Writing a list of outputs instead of thinking about real business outcomes


is one of the main reasons why companies fail with OKRs.

The j a en' ac all e ing an OKR . The c e in and al e in OKR me h d l g


i in e ing mea able b ine c me . OKR a e ab f c ing n e l ha
b ing eal b ine al e in ead f j d ing diffe en ac i i ie . f a en e ing
an mea able c me , hen i ' im ible ee he eal benefi f hi
me h d l g . A l f c m anie a ha " hi i he a e d OKR ". Wh d
e le h gh all he ble f changing hei kfl and ada ing he ne OKR
me h d if a he end f he da ill kee d ing he ame jec and deli e ing
medi c e ?
S e b S e G ide OKR 24

Focusing on outputs is yesterday's practice.

F c ing n i ha a l f c m anie a e ed . The managemen e i


l ng- e m ann al a egic g al and decide n h h e ill be a ached.
Meaning he e he high-le el O KP /me ic a ge . And a e lea ned
ea lie , KP /me ic a e n he ame a OKR !

Af e e ing , he a e ca caded d n and eam a e a ked deli e h e


diffe en jec n ce ain d e da e . N ne e en a k h he a e king n hi .
O if me hing ha changed in he b ine land ca e he need ada . The
ge deli e ed and he eam ge hei ai e beca e he a e n ime. B did
e e hing k and did he e ac i i ie b ing an b ine al e? Wa i e en he
igh hing d ?

Ca cading f m managemen eam ha man he d n ide , hich


e en all mean ha he c m an achie e le han i ac all ca able f. The
ca caded end be c m le l ng e m lan hich can c nf e he indi id al
he a e a igned .

The most common downsides of cascading outputs

Lack of clarity brings low business value

Ca cading mean ha e le j kn ha he need k nb he a e


mi ing he h . ha d deli e me hing g d if d n e en nde and h
a e d ing i . Y can a ach ne lan f m a diffe en angle.

F e am le, ha e i e a ne ma ke ing lan. B if d n kn h hen


h d kn ha a ea he ma ke ing h ld be im ed? Y migh decide
f c n c le ad de ign b ha he c m an ac all need migh be m e
high- ali lead . C le ad a e j c l and a ac e en m e nneeded lead . S
n eal cla i e al l b ine al e and ha e j a ed a l f al able
ime.
S e b S e G ide OKR 26

Unmotivated employees

f em l ee feel ha hei ini n i n al ed in making deci i n ab he igh


hing im e, e en h gh he a e he e e in me a ea in he c m an , i
can ca el k m i a i n and d ci i . f kn m e ab m i a i nal
he ie , ld kn ha elf- eali a i n and feeling al ed la an im an le
in em l ee ' k m i a i n.

Al ,l cla i and n deli e ing b ine al e migh mean ha he managemen i


nha beca e hing a e n ac all im ing. Tha di a i fac i n i a ed d n
he em l ee h feel ha he a e j c n an l d ing me hing b hing a e
n g e ing f be e . Think f a ec nd, h l ng ld be m i a ed if
feel ha in a l f ene g b i j d e n k ?P babl n f e
l ng.

Without any input from teams, management can make wrong decisions

E en h gh hi i a g f e le h a e leading he c m an , i d e n' mean


ha al able in and inf ma i n can' c me f m he em l ee . Pe le h k
in ce ain j b i i n , like ale , ma ke ing, e c. dail a e babl he be e le
ell ha eem be king and ha need im emen in h e a ea .
Managemen h ld c llec hi inf ma i n and hel eam e and align hei g al .

F e am le, managemen migh ee ha e en e i n c ming in a i h ld and e a


g al f ale ge m ec me . B j ei e a ing a ge d e n' make a ge
ha en. Pe le in ale , n he he hand, kn ha he c ld ell a l fc en
c me and c ld f c n ha inc ea e e en e. B inging in m ec me i
ha de and kee ing ld ne add m e l ng- e m al e.

Outputs might simply not work

U e -le el managemen migh hink ha he ha e ch en k n me hing ha


ill b ing he c m an a la ge benefi b ha if he a e ng? f a ef c ing n
he ac i n and n he e l ha a eh ing f hen h d kn hen
a e ff ack? Time i al able, h ld end ime n j d ing hing if
f c ing n e l c ld hel ch e he igh hing k n.
S e b S e G ide OKR 27

f an be he ne G gle need be ead ada OKR a he a e. N


j calling ha ' e d ing OKR ih eall ing in an eff .

What are outcomes and how to set correct Key Results?

Outcomes are the measurable Key Results and he cce indica f


Objec i e. When he Objec i e define he di ec i n and he f c hen he Ke Re l
hel nde and ha a e l king achie e. Ke Re l mea e he
cce kn hen ha e achie ed Objec i e.

Le ' c n in e i h he ne ma ke ing lan e am le. Y c m an eali ed ha


need m e lead inc ea e ale . Ma ke ing an i e a ne ma ke ing lan
inc ea e lead . n ha ca e, ma ke ing eam Objec i e migh be " ncrease our
brand awareness to bring in new leads". The ne lan i j a a a ach hi .
F m hi Objec i e e can ee ha e need define Ke Re l in a lea a ea :

1) What measurements will show that we have done a good job sharing our
brand?

and

2) How many new leads are we hoping to get?

De ending n ha k be f c m an , he e a e man a mea e if


ha e made b and i ible ne a dience . f ha e a bl g c ld e a
KR a ing " nc ea e bl g ne i i b 35%". And c ld be m e i ible in
cial ne k a ell b e ing a KR " nc ea e Linkedin a e age ie f m 40k
56k".

Y fi h gh ma be ha e ill e a Ke Re l bli h ne ne e
eek... Thi i an ,n an c me! Beca e ma be he a icle i bad and n ne
ha e i . O i d e n a anking in ea ch engine and d e n' each man e le. n
ha ca e, e can' a ha e ha e inc ea ed b and a a ene . F c n he
c me ! f he a icle did n b ing he e l hen le ' anal e h and n kee
i ing m e ele a icle .

When i c me ge ing m e lead , hink ab ha ac all an . D an


j m e lead an lead ha ac all c n e c me a ell? P babl
he la ne. Tha mean if d n kn e hich kind f lead ha e he highe
S e b S e G ide OKR 28

chance f ending a c me , hen i ' ime l k in i.Y h ld a b


defining he e i emen f Ma ke ing Q alified Lead (MQL). Ba ed n ha e can
e a ne Ke Re l a ing " nc ea e Ma ke ing Q alified Lead (MQL) f m 3000
4400". Again, an lead d e n c n , nl he ne ha ma ch he MQL c i e ia.

And e ha e Objec i e ih e , mea able, c me-ba ed Ke Re l :

Keep asking Why

A can ee f m he e am le ab e, e ing Ke Re l i like being a c i 5 ea


ld h i c n in l a king BUT WHY? . The h e i n a eg d ake
mind f m he fi idea ha a e all , a dee e nde anding f he
ac al need . The " h " i he O c me e need f he b ine .

f a e ck i h e ing c me-ba ed Ke Re l ,a k me ne kee a king


b h and c n in e he dial g e n il a e ha ih ha a e hea ing.
Le g h gh m e e am le .

Sales example:

(Bad) KR: m lemen ne ale ce

B h ?: Beca e e l a e l igh n

B h ?: Beca e ale ake l ng and e can ell en gh in ne m n h


S e b S e G ide OKR 29

O c me i n ha e ha e he ne ce , hi i . The eal c me
ha ea el king f i ha ec ld cl e ale fa e . We j need define
h fa i en gh.

O KR c ld be me hing like:

KR: Red ce lead cl ed ale a e age ime f m 14 10 da .

f he ne ce d e n' b ing e l immedia el , e need kee im ing i n il


e ha e ed ced he da . We kee he f c n he mea able c me!

Product Team example:

(Bad) KR: U da e in- d c nb a ding i

B h ?: Beca ec me d n f ll hem

B h ?: The e eem be man and he ge i ed f hem

Wha e ac all an i ha e le b ef l nb a ding i c me ld


c m le e hem all. We c ld e g d Ke Re l f m ha . One f c ing n
making nb a ding h e :

KR: Red ce nb a ding e f m 15 7.

And an he making e ha n c me a e eall c m le ing hem:

KR: nc ea e nb a ding e c m le i n a e f m 20% 56%.

f f c n j da ing he i i ma n make an diffe ence. Y need


nde and h a e d ing hi and if i eall hel .

Outcomes drive the business forward, not outputs

Remembe , ha i an ac i n a deli e ed jec , d c men , e c. j h


ha me hing i d ne! O c me i a mea able e l ha ba icall hel ee if
me hing did b gh an b ine al e. Y need a f c ing n c me
beca e hi i ha d i e he b ine f a d, m i a e e le, and b ing in m e
cla i f he e le in c m an . O c me al hel define hich jec
a e im an k n n . Wi h eeing e l can a ing
al able ime n me hing ha i n h he ble.
S e b S e G ide OKR 30

N d a ac ical e e ci e elf! Check eam KR nde he Objec i e, i he e


a n mbe in i ? f n hen m babl ha e an in ead f c me. And if
he e a n mbe , ill make e ha a en j mea ing he n mbe f a k b
he de i ed c me f h e a k . Remembe , kee a king b h !
S e b S e G ide OKR 31

Committed and Aspirational OKRs


When i c me OKR me h d l g he e a e e f g al ne can e
C mmi ed A i a i nal OKR . C mmi ed OKR a e ne ha gani a i n
eam ha ag eed e ec e and migh ha e a clea ac i n lan f achie ing.
A i a i na i nal OKR a e m e i i na and likel n ge c m le ed 100%, b
he a e im an f m ing a d he f e.

Committed OKRs

Committed Objectives

A C mmi ed OKR h ld be achie ed b 100%. The cce f a C mmi ed Objec i e i


c i ical he cce f he c m an eam. The c me f he e Objec i e h ld
h be be e , b he h ld ill be achie able. C mmi ed Objec i e
de c ibe b ine -a - al and he Ke Re l h ld be eflec i e f e ec ed
mea able c me . C mmi ed Ke Re l a e f en c n ide ed f h g al
he e 100% g e i e ec ed.

im an emembe ha e en h gh C mmi ed OKR a e m e like


b ine -a - al, he ill a e ill g al ! Thi mean a C mmi ed Objec i e i n a
a ge like he n mbe f clien mee ing call m n h- -m n h. A a ge i all he
e ec ed le el f e f mance ha i needed kee he c m an g ing. OKR a e all
ab g h, g ing h gh me needed change , inn a i n, e c. The a e hing
he c m an ha e be e e l .

Committed OKR Example

Ha ing an Objec i e mean ha eam need head ge he and hink


f a i a achie e i . f la e he Objec i e i achie ed b d ing ha all
d , hen he Objec i e lack d i e. Y h ld e hink i b e ing ne idea d ing
change he kc l e.

C mmi ed OKR ma al f c n making nece a change in he c m an a ell.


F e am le, ha e in e nal c mm nica i n ce e in lace b he inf ma i n
ill g e mi ing m e l l , hich ha led e le feel f a ed. Tha a
S e b S e G ide OKR 32

ign ha need e hink in e nal c mm nica i n ce and need ge


i king ell. Y c ld e an OKR like hi :

O: mprove internal communication process

KR1: 80% f em l ee ha e an e ed he c mm nica i n e

KR2: Anal e e l and ch e 5 im emen a ea e ec e

KR3: n e ie 40 em l ee ; 35 f hem h ld c nfi m ha he ha e een an


im emen

Once C mmi ed Objec i e a e achie ed i hin he a e hen all ne ne a e


e f he ne a e . f kee ha ing he ame OKR a e af e a a e hen
ma j be mea ing KP and n e ing Objec i e .

Aspirational Objectives

f a C mmi ed OKR a eali ic and need be achie ed a nd 100% hen


A i a i nal OKR a e he l f and ambi i Objec i e he e 100% c m le i n i
likel im ible. A i a i nal Objec i e h ld be e ih e high ba . Achie ing
he e OKR b ing h ge cce , b he i k f failing i high a ell. U all , 65-70%
g e achie emen can al ead be called a cce . B ha e be ca ef l. While
he e g al h ld be j f each, i im an ha e le ill ake hem
e i l and aim f he highe ible e l . f 66% bec me he ne 100% in
e le' mind , n b d ill h ha d en gh.

Aspirational OKR example

A i a i nal OKR a e al called m n h . Like he e m im lie , i ab aiming


high. Wha mea e i h he Ke Re l can be he ame f C mmi ed
A i a i nal OKR , b h big he e ch i ill define hich e f g al i i .
S e b S e G ide OKR 33

F e am le, a ale eam c mmi ed OKR migh be:

O: Expand to the German market

KR1: Cl e fi 5 en e i ec me

KR2: Achie e ale ci cle a e age (f m lead cl ed) f 27 da

KR3: 15% inc ea e f Q1 e en e f he Ge man Ma ke

T make i A i a i nal ec ld make i l k like hi :

O: Expand to the German market and start taking over the market

KR1: Ge 10 en e i ec me i ch d c

KR2: Achie e ale ci cle a e age (f m lead cl ed) f 15 da

KR3: 20% inc ea e f Q1 e en e f he Ge man Ma ke

B h e am le c e e anding he C m an and en e ing in he Ge man ma ke .


The diffe ence be een he e am le i ha he C mmi ed ne i m e eali ic
and c m le i n f all he Ke Re l i nece a call he en ea cce . The
a i ing e am le i aiming high. Thei g al i n j cce f ll en e he ma ke
b al a aking e he ma ke . Tha ne i a l ha de , alm e en im ible
achie e in ch a h ime f ame.

A cceeding ihA i a i nal OKR migh be e challenging, eam c m an - ide


eadine i e im an . The c m an ha be en e ing ne idea , failing,
ing again, and lea ning f m he ce . Al , bef e e ing A i a i nal OKR ,
e ce h ld be e al a ed. The e n in in e ing high OKR if d n ha e
he ime man e k n hem eekl . Wi h an e f OKR , h ld
c n ide and ec d eekl ini ia i e a d hem.
S e b S e G ide OKR 34

The Balance Between Them

C mmi ed Objec i e a e he be a ih hile im lemen ing he OKR


me h d l g . B changing he a a e hinking ab e i ing g al , i make
i ea ie f e le in he c m an f m a ne habi . Bec ming a e l -d i en
c m an need ime, di ci line, and change in h e le and managemen hink.
Fi , f c h ld be n ada ing he me h d l g and e ing he nece a
ce a nd i .

f ld a ih man A i a i nal OKR hen e le can ea il feel


e helmed. E e ne need ad a ne habi and n f ha , he g al a e e
high. j m ch handle. Once c m an i m e ed he OKR
me h d l g can a e ing me A i a i nal OKR j me A i a i nal
Ke Re l .
S e b S e G ide OKR 35

OKRs and Weekly Planning and Check-ins


Weekl lanning i a me h d f acking he eekl ac i i ie f c m an . i an
im an , b f en nde e ima ed a f he OKR lanning ce . Al ng ide
Objec i e and Ke Re l al need kee eekl lan ini ia i e in
mind, and hink ab h ha d each eek c n ib e la ge g al .

B nning eekl lanning and Weekl Check-in al ng ide OKR , can in an l


nde and ha high-le el lan a e achie ed each eek and ee h he ela e
c m an l ng e m g al . e e a a e lacemen f eekl and-
mee ing ih ick and im le check-in . Thi le kn ha lan e e a igned
a he beginning f he eek, and ha a acc m li hed a he eek end.

Weekl lanning le eam f c n he m im an lan hile kee ing


l ng- e m g al in mind. The cce f Objec i e inc ea e hen eekl lanning i
ac i el ed ince e le ill e ie and da e hei OKR m ef e en l .

Weekl lanning nl ake ab 10 min e d ing he beginning f he eek and 10


m ea he end im lemen . When fi e OKR be e hink f ha
ela ed ini ia i e and lan need k n and i e hem .

A a le, e be een 3-7 lan need acc m li h e e eek hile kee ing
Objec i e in mind. N e e hing need be ela ed Objec i e . The can
be he im an lan a ell. A he ame ime, an make e ha e
en gh ime d he lan ha ill m e Objec i e f a d! A c m le e
he e i em , can ha e hem ih eam and da e Team OKR g e if
h eb gh an cce i h he Ke Re l .

i al an e cellen idea h ld a eekl mee ing ee he e an blem cc ed


d ing he eek and ha can d ne eek fi hem. Wi h Weekl Check-in ,
can ge an in an a e ie f all he eekl ac i i ie lanned f eam and
ickl iden if if an blem cc ed. G ing h gh he a e d ing eekl
and- mee ing i al a c mm n a kee mee ing h and f c ed n
he m im an hing a en a ing ime.

i im an e OKR f a e ha inc a e Weekl Check-in in i fl in


de ee he m l ng- e m cce i h OKR. Weekdone i ne ch em ha
S e b S e G ide OKR 36

a de igned ih b h a ec in mind, making OKR m e acce ible b h


manage and em l ee .
S e b S e G ide OKR 37

Aligning and Linking OKRs


Aligning OKR i ab l el nece a in he OKR ce . H e e , aligning OKR
i ne f he m diffic l c nce nde and. He e, e ill c e ha OKR
alignmen d e f and eam and hen e lain he m e ac ical ide f OKR
linking and h achie e i .

The e f OKR alignmen i nif c m an eam m e in he ame


di ec i n. E e ne h ld kn ha g e n and h i ela e he c m an
g al . Alignment i he he f d ing hi , n he ac ical im lemen a i n f i.

OKR alignmen e i e be eall familia i h he c e f c m an and


g al e ing le el .

A a le, Objec i e can be e a ima le el : c m an le el (f e a ching


di ec i nal g al ) and eam le el (f ac i nable Objec i e and Ke Re l ). La ge
c m anie ma benefi f m ha ing he addi i nal le el f departments, g f
teams. H e e , he department le el i n nece a f mall medi m- i ed
c m anie .
S e b S e G ide OKR 38

n he beginning, h ld a i h nl le el : company and team. Pe le


ill link hei e nal lan hei Team Company OKR .

Aligning vs linking vs cascading

Of en ll hea he e m alignmen in e mi ed ih e m ch a ca cading, hich


efe a -d na ach, linking hich i he ac ical ce f c nnec ing
Objec i e a diffe en le el . Linking i a ac ical a achie e alignmen . i n he
nl a achie e alignmen , h e e .

Aligning c m an can ha en 3 a : ei he d i d n, he e Objec i e


a e a igned f m high le el leade and e ec i e d n a d , b m he e
em l ee a e a ked c me ih gge i n f hei ne a e ac i i ie . The
hi d i ni c mbine he . We ec mmend hi i n.

As a reminder you should try and limit yourself to 1-3 Objectives and 3-5 Key
Results at each level to make sure you stay focused on what matters.

OKR alignment example

The be and he m cce f l a align g al i b c mbining he b m- and


d na ache .
S e b S e G ide OKR 39

Step 1: Set overarching Company Objectives

When a el king f alignmen , h ld al a a b e ing he e a ching


Objec i e n he c m an le el. nea l im ible ha e an c m an alignmen
if d n ha e a cen al f c .

Let s learn how to align your company through an example story:

Le a ha e a f a e a a e ice (SaaS) c m an ha ha been ggling ih


achie ing e en e a ge . Af e managemen e amined he blem m e cl el ,
ha e eached he c ncl i n ha e en e i l beca e f high c me ch n.
Y a e ha i h he am n f ne c me c ming in b ch n high and
c me ing e ice ickl . indica e ha he e me kind f
blem need l e. Y c me a en a i fied en gh a .

Managemen d e he fi e and e he Objec i e f he c m an .

Objective: mprove customer retention to drive up the revenue.

Step 2: Communicate the Quarterly Objectives with the teams

Af e he C m an Objec i e i e, i h ld be ha ed and c mm nica ed a


aligning eam . Y can e me high-le el, C m an Ke Re l ,b i n e i ed.
A C m an Objec i e i en gh beca e all he main k ill be d ne n he eam
le el.

Be ide ha ing he Objec i e i elf, managemen h ld al ake ime e lain h


hi i im an and he e he need k n ha c me f m. D n
nde e ima e hi e beca e hen e le d n nde and d n ag ee ih
he e a ching Objec i e , i ac all e ha d ge eam and indi id al aligned
and king ge he .

Lea e mf di c i n and feedback. Team manage migh ee he i a i n f ma


diffe en angle. f he d n ag ee i h he f c a ea, ake ime nde and h :
ma be he e i a eall g d ea n. D n m ef a d n il e e ne ha ag eed
e h e Objec i e .
S e b S e G ide OKR 40

Step 3: Teams set their contributing OKRs

Af e all f he eam and managemen ha e ag eed n he C m an Objec i e , i


ime f eam e hei .

Team leade need hink h he c ld c n ib e ha he c m an i ing


achie e. Se ing he eam le el OKR h ld mean ha he h le eam i a ici a ing in
he ce . h ldn be j he manage e ing he g al ih an in
feedback f m he eam membe .

Team h ld ake ime gani e OKR di c i n e i n he e e e b d can


b ain m and e al a e he idea . Fi ,f c n ing a l f idea n he able, and
hen m e n ch ing he im an ne ha make he m en e igh n .

Le e n e am le. The C m an Objec i e a mprove customer


retention to drive up revenue . The d c eam i a a e ha he g al i im e
c me e en i n and he a e a ing b ain m nh he c ld c n ib e
ha .

A a e l f he b ain ming e i n , he nde and ha he nb a ding fea e


in he d c i n g d en gh. Da a h ha nl 13% f c me a e
c m le ing he nb a ding e . A high am n f icke a king ab he
d c fea e al indica e ha e le need m e d c g idance. f a d c i
c nf ing e, i can ea il h e le a a . S ha ing a be e nb a ding ce
ld hel i h e en i n. Tha being decided, he eam e i n Objec i e and
define mea able c me-ba ed Ke Re l kn hen he ha e achie ed he
Objec i e.

Objective: mprove our in-product onboarding

KR 1: Red ce he n mbe f d c - ela ed icke f m a e age 220 120

KR 2: nc ea e nb a ding c m le ed a e f m 13% 45%

KR 3: m e fi 30 da d c age ac i i a e age f m 40% 70%

Step 4: Share, agree and align

fe e hing g e m hl , hen he ne e i im l ha ing he Team OKR ih


e e ne el e and linking hem he C m an Objec i e . Of c e, he e migh be
S e b S e G ide OKR 41

cca i n he e Team OKR need me di c i n and e lana i n f managemen


a ell. ' a - a ee .

Managemen h ld ha e an e ie f all f he OKR e . E en h gh i c cial


ha eam h ld decide hei g al , i al im an ha diffe en Team OKR k
in a allel and n again each he . Af e e e hing i ag eed, he la hing d i
j add he g al OKR f a e and link Team OKR he c ec
C m an Objec i e.

C n in ing ih e am le, alignmen be een C m an and P d c eam OKR


ld l k like hi :

F ll ing he ame fl , Team h can c n ib e ha C m an Objec i e h ld


e , ag ee, add, and link hei g al . The C m an Objec i e ill g e hen eam
da e he g e n hei Ke Re l . Thi mean , hen he Team achie e cce ,
he C m an d e a ell. Once alignmen and linking i c m le e, e e b d can a
king n hei g al !

Le a he ma ke ing and c me cce eam ha e al e hei OKR


c n ib e he C m an Objec i e. Ma ke ing k n im ing he MQL n mbe
and C me S cce f c e n l ng- e m ela i n hi ihc me . f he eam
cceed ih hei Ke Re l , i ld m e he g e f hei e ec i e
Objec i e . And a can ee n he ic e bel , if Team Objec i e g e , i all
feed he C m an Objec i e hich m e f a da ell.
S e b S e G ide OKR 42

f you have more than Company and Team-level OKRs to set

d e n ac all ma e h man le el ha e in gani a i n' c e,


alignmen l gic a he ame. The ac al k i d ne b eam , and highe le el
Objec i e a e he e make e ha he e i a nified f c .

Ha ing man le el f g al migh ea il e c m lica e he h le ce and i


migh mean l e chance f cce . S hink i h gh: d eall need hi m ch
c m le i n ? E eciall , hen a e j a ing i h OKR , e ld
ngl ec mmend kee i a im le a ible.

f need e de a men le el g al (in de be m e ecific ab he f c


a ea f e e al eam ), hen h ld d hi af e e ing and c mm nica ing
c m an g al ( e 1 & 2). Once he de a men ag ee n hei i i f he
a e ( e ec mmend e Objec i e nl ), eam can c n in e i h e ing hei
OKR and align hem i h he de a men le el ( e 3 & 4). Y h ld be ca ef l ih
e ing Ke Re l n he de a men le el beca e he e a high chance f hem
ending ac all being KP /Me ic a ge .
S e b S e G ide OKR 43

Common alignment mistakes

Le ' a i h he bigge mi ake ha man c m anie d : they cascade the OKRs


from management to the teams. Thi i a ed flag f man ea n . Fi , hen
me hing i ca caded d nf m managemen , i ' babl a KP a ge me kind
fa jec and n an ac al OKR. ha d achie e OKR alignmen if a en
e ing e OKR .

Y h ld n ca cade g al e en jec . Le he eam , a he e e in hei


f nc i n, define he a ea he need im e and k n, in de hel achie e
C m an Objec i e . Thi i he a (ma be e en he nl a )h eam can achie e
he be e all im emen .

Tha b ing he ec nd bigge mi ake: management doesn't trust teams to set


their own OKRs and teams do not take the responsibility. Team kn be hen i
c me defining ha i ng ha he c ld d be e in hei a ea. The d
hei j b dail and defini el ha e he be e ie f he eam i a i n. The h ld
be he ne e ing he Team OKR .

f OKR a e ca caded, a e aking a a hei chance f eam ing hei head


ge he nde and ha he eam eall need and c ld b ing he able. When
ca cade, migh be all ng ab ha ' im an . migh al mean
S e b S e G ide OKR 44

ha eam a e ge ing c mf able n e ing hei n OKR and n aking


e n ibili f hei e l .

Managemen ill la a big le in he g al- e ing ce , j n b d ing he


eam' j b f hem. Managemen need define he f c a ea f all f he eam
and make e ha e e ne i e ing hei OKR ba ed n ha he c m an an
achie e. Al , managemen i e n ible f nning he ce and ing he
eam i h imel feedback.

The hi d bigge mi ake is that companies skip setting Company-level Objectives


or do not set good ones. H can eam align if he e' n c mm n di ec i n in he
fi lace? f each eam e hei OKR e a a el , he migh e en end king
again each he . OKR k be if he e' alignmen and ni in ha he Team d .
S e b S e G ide OKR 45

OKR Best Practices and Tips


While he OKR c e i fai l im le, ha d e n mean he a e ea im lemen .
all ake 2-4 a e f c m anie a ing OKR he igh a . Lea n
m e ab OKR be ac ice h en he lea ning c e.

Set good OKRs from the start

Start setting your OKRs before the quarter starts!

Thi i e eciall im an f C m an -le el Objec i e . OKR can ake a l f ime,


lanning, and ag eemen (e eciall if i i fi ime e ing hem. i be a
lanning he 2-4 eek ahead f he a f he a e . Tha a a e ead g
hen i a .

Communication

C mm nica e he Objec i e i h he e f he c m an and di c h he a e


im an . Leade h ld ge ge he and di c hei eam OKR . F m he e
de a men / eam manage h ld in d ce hei eam he OKR and ge hei
feedback and idea .

Align team OKRs with Company Objectives

Of en e le ge e ci ed c ming i h ne idea hen i c me OKR . B i i


im an n f ge h a e e ing hem in he fi lace: Alignmen ! Make
e ha he maj i f OKR a he eam le el c nnec c m an ne . Thi a
e e ne m e in a nified di ec i n. A f a e i h an OKR hie a ch ie (like
Weekdone) le ee all g al and h he c nnec in an ea - - ie f ma .

Use OKR examples

The e a e a l f ng a i e OKR . When a e fi lea ning OKR , i can be


g d ha e me e am le efe ence. We ec mmend OKRexamples.co beca e
i ha h nd ed f e am le f OKR f diffe en eam . f a e ing Weekdone
ack OKR and Weekl Check-in , can ee e am le OKR hen adding OKR
i h he OKR Wi a d.
S e b S e G ide OKR 46

Execute your OKRs

mplement a weekly process

i im an align eekl ac i i ie Objec i e . Thi hel em l ee


engage i h OKR a he k, and make e hei ac i i ie hel m e he c m an
f a d. Y can ead m e n hi in he Weekl Planning and Check-in ec i n.

Hold a weekly team OKR Check-in

i im an e ne eekl i em a ell a da e he Team KR . Re ie e e


eam membe eekl i em and make e hei lan a e being c m le ed. He e
can al ag ee n ha need d acc m li h ne eek m e OKR
f a d.

Review your OKRs with your company

Hold company-wide reviews at the end of the quarter

i im an make e e e ne ake a in he e ie ce . Tha a


e e ne can ee h fa he eam ha c me. ma al be hel f l k i h an
OKR c ach ee h i en and ha can d be e hen e ing OKR again
ne . When e Weekdone f OKR acking and Weekl Check-in , OKR
c aching i incl ded!

OKR reviews for teams

Team h ld e ie hei OKR and ied n an le n lea ned. Team manage


h ld n he i e hi inf ma i n and ha e hem a he c m an - ide e ie .

Start setting next quarter s OKRs

A men i ned ab e, al ead need a lanning ne a e OKR 2-4


eek bef ei a .A a lanning, hink ab h e i OKR en
ha can e OKR m e effec i el in he c ming a e .
S e b S e G ide OKR 47

Common OKR Mistakes


Your objectives are too challenging or not challenging enough

Y migh hink ha eam c m le ing 100% f hei g al i g ea ! H e e , hi


c ld ac all mean ha ha e e g al ha a e ea . Objec i e h ld be
ambi i , b n diffic l in de h em l ee achie e m e ih
e helming hem.

f e ambi i en gh g al , achie ing 65-70% f hem c ld al ead be a g ea


acc m li hmen . When eam "e ec " achie e 70%, n he he hand, 70%
bec me he ne 100%, and i defea he e f e ch g al .

Setting and forgetting your OKRs

Y h ld da e he g e f Ke Re l eg la l . OKR h ld be
di c ed e e eek. C ea e a eekl i al a nd OKR e ie hem ih
eam. O he i e, a he end f he a e , ma find ha a e a ff ack.

You have too many Objectives or Key Results

T man Objec i e Ke Re l can ake a a f c n ha i i ie a e.


Team h ld ha e a ma im m f 3 Objec i e e a e ih 3-5 Ke Re l
e Objec i e. Tha a , he am n f k ill be m ch m e manageable and fa
le c nf ing.

Your Key Results are not measurable

Ke Re l (KR ) h ld be n me ic. The a e ha make i ible ack g e


a d Objec i e. Ke Re l hel define ha cce l k like. The hel
nde and hen can a Oh e did g ea ! . KR d n d i e he Objective,
he ac all a e how you define the success of the Objective. He e a e me
im an ke - e m ha can hel e lain he diffe ence :
S e b S e G ide OKR 48

im an emembe Objectives (g al ) a e big, ambi i g al , Key


Results ( c me ) mea e he achie emen f an bjec i e, and Weekly Plans
( ) a e he dail lan and ini ia i e d each g al .

Not keeping the big picture in mind

Thi blem c me hen Team Objec i e a e n aligned i h c m an g al ;


hen indi id al eekl lan a e n c n ib ing achie ing Team Objec i e .

Managemen h ld be c mm nica ing i h eam leade he le hei eam la in


he bigge ic e, and em l ee h ld nde and h hei ac i i ie hel achie e
eam g al a ell a he C m an Objec i e . Make e ha e a mee ing hen OKR
a e c ea ed can m ee e ne in a nified di ec i n.
S e b S e G ide OKR 49

OKR Case Studies


BMAT

BMAT i a m ic m ni ing c m an h a e d i en b a de i e make ee e


a i in he ld ge he ec gni i n he de e e. BMAT m ni and e m ic
ac ele i i n , adi , cl b and digi al e ice gl ball .

The ha e been inc edibl cce f l in hei endea and ha e been a idl
e anding ince 2015. BMAT cen al ffice i l ca ed in Ba cel na, b he ha e
ffice in 12 c n ie all e he gl be. A he g e in i e he began feel he
e e beginning l ef c n hei g al , he began l kf a be e a
manage hei a e l g al and align hei eekl ac i i ie .

B ai S a e i e n ible f BMAT c mm nica i n and PR. We en e h


OKR ha e hel ed hei c m an and he im ance f ha ing c m an - ide g al .

Why BMAT started using OKRs

Acc ding BMAT COO Ja me Vin , b 2015 he had al ead e e ienced ma i e


g h. N j in e m f e le b in hie a chical c e di e i n a ell.
"We' e al a had eekl mee ing nch ni e e e b d ' Objec i e , b e
eached a in in caling he e ec ldn' kee i h e e b d . We didn' an
l e f c n l ng- e m Objec i e " aid Ja me.
S e b S e G ide OKR 50

Bef e he ke ack f hei Objec i e b iding da e d ing mee ing and


i ing man al e . Thi nl lef a fe e le in he kn ab ha
Objec i e e e being ked n. had al a been a c e al e f c m an g al
be an a en , ha e e b d c ld ge in l ed in he gene al a eg f he
c m an .

A each ne a e a ed, BMAT fel he e a ag ing di c nnec be een he


c m an g al and e e ne' ac i i ie . became ea f e le de ia e f m hei
iginal Objec i e . S me ime e le ld ake a k ide he ange f hei c e
g al . T a id hi , he began l k f a l kee hei Objec i e and hei
g e a he f ef n fe e ne k.

Embracing the process of setting OKRs

k me ime ge ed i . n he in e ie , B ai em ha i ed he im ance f
ing eff in lea ning he OKR me h d l g and OKR f a e. B ai aid ha Y
h ld ada he ln he he a a nd .

How BMAT sets OKRs and makes sure they are aligned

BMAT fi e a e ie f big ann al g al hen la e he di ide he e Objec i e


be een each a e . The begin b defining hei i i ie and hen a a ign
he main e n ibili ie be een diffe en eam . BMAT make e ha e e eam
and em l ee kn ha he m d k a d he gene al c m an
Objec i e . A he e hei bjec i e , he make e a kf em l ee in .

Setting OKRs in Weekdone

When B ai a ed i h OKR he ickl eali ed an OKR f a e a nece a .


liked Weekdone, beca e f he i i n i ide f he h le c m an . Al ,
can nch ni e k ih he eam and ha e k ia an a ma ed
la f m. aid B ai . Once he a e l g al a e e , he k in eekl c cle , he e
e e M nda B ai and hi eam h ld a gene al mee ing lan he ne eek.
i he nl l ef nd ha k ell ih a e l OKR . eflec he g e f
he h le c m an and e e hing i i ible e e ne aid B ai .

B ai and BMAT in gene al make e link eekl a k eam and c m an


Objec i e . Thi a hen hei e nal g e i achie ed he c m an ' e all
S e b S e G ide OKR 51

g e m e f a d al ng i h i . B ai n e ha me e le efe ma k hei
g e c n in l , he e nall efe d i a he end f he eek.

BMAT ha n inc a ed in d ci n OKR and Weekdone in he aining f


ne hi e . N , hen meb d ne j in , he he i gi en g ideline b he
e a i nal eam and he a e a gh h e OKR .

Humanitec

H mani ec hel NGO b b ilding f a e l hich c llec da a, anal e i


in i i el , and e i efficien l . The im lemen ed OKR me h d l g a a mean
m e hei c m an f a d a a la ge h le. N , OKR aining ha bec me a
anda d c cle i h hei nb a ding ce .

Ka a nG nbe g, he CEO f H mani ec, al e he c n ib i n f each indi id al.


The ha e eam in 4 diffe en l ca i n a nd he ld, and f him kee ing
e e b d aligned a hi main challenge.

Humanitec needed a framework that enables alignment

H mani ec kf ce i i e di e e, We ha e 15 na i n h all ha e diffe en


a ache hei k aid Ka a . Kee ing he c m an inn ai e hile al ing
indi id al c n ib i n i i e a challenge. n hi d : n c en ha e f he
c m an , lanning and gi ing e e b d a clea idea h hei k c n ib e he
e all ic e i ma be he m im an hing f c n a he m men .
S e b S e G ide OKR 52

n de d ha , Ka a ned he Objec i e and Ke Re l f ame k. He


kne OKR , beca eG gle a ed ing i in hei ea l da . a eall im e ed
h he en f m a mall c m an a h ge gani a i n ing OKR , aid Ka a .

Ka a fi ied OKR n hi n bef e lling i hi eam. Then, he a ed


e ing diffe en l i n and finall e led n Weekdone. He ch e Weekdone,
beca ei a he m ad anced and had he be e e e ience. i me ime
diffic l c n ince e le e OKR , an a l i n ha i e emel im le,
in i i e and e cellen nde and, aid Ka a . O he i e e le feel e helmed
and face he da n ing a k f ing e an he f a e.

mplementing a new goal-setting framework

Acc ding Ka a ,i a e ha d ge e le ing OKR a fi . i a li le bi


diffic l c n ince e le d me hing n hen he can nl ee he benefi
la e n, aid Ka a . The fi OKR he lanned e en a ic la l g d. The e
a al f mi lanning and man f he e le didn' nde and he in and f
he OKR f ame k.

n de ed ca e e le, Ka a e en ed he he f OKR and ained hi


c - ke n h make he m f he f ame k. N , OKR aining ha
bec me a anda d c cle in hei nb a ding ce .

Af e he 2nd a e H mani ec a ed eeing ignifican im emen i h hei OKR


ce . Pe le en f he OKR e ie mee ing and aid ha he ce eall
hel ed hem nde and he e he c m an i g ing, and h hei k i
c n ib ing he la ge h le and he ef e ac all feel m e al ed, aid Ka a .

Ka a la e f nd he need f an OKR f a e f hi eam. The clea benefi f


Weekdone i ha ea em e aligned, c ed and e le feel m e c nnec ed

Acc ding Ka a , he ha e le mee ing and m e im an l he mee ing he


d ha e a e m e c n c i e. End f he a e , e all i ge he and en
Weekdone and e e eam e lain he e he a e a and ha ha ha ened d ing
he a e . i eall nice beca e i c e he mee ing and ha he effec f
acc n abili .
S e b S e G ide OKR 53

OKR mplementation Guide


N ha e lea ned he ba ic f he OKR me h d l g , he ne e i a
im lemen ing i . When im lemen ing OKR , i im an d in ad ance, a ing a
fe eek bef e he c ming a e make he m f he me h d l g . He e
e ill ide an e ie f im lemen a i n ac ice .

The fi hing d i make deci i n ab hich eam ill e OKR

S me c mm n c e incl de:

Pilot team

B nl f c ing n ne eam, can k an kink in c cle bef e


in d cing i e e ne. Like i e, ll ge a mini e i n f ha OKR le el ill
l k like, can edic h OKR ill kf he e f c m an .

Team leaders only

B a ing OKR i h eam leade nl , can k alignmen i e and h


Team-le el OKR c nnec e a ching c m an g al .

The benefi f hi a ach i ha hi mind e hif (managing b c me


) i a h ge change f gani a i n , and if nb a d he eam lead
e l , hen e e ne el e ill ee ha hi f ame k k and h ld be aken
e i l .

Everyone

S a ing e e ne ing OKR a nce can be inc edibl da n ing, b i i able f


SME c m anie i h fla hie a chie . ake 2-3 a e f ll ee he al e f
OKR , ge ing e e ne a ed mean eeing e l ne .
S e b S e G ide OKR 54

The OKR Process


1-2 Weeks before starting with OKRs

Fi , a b defining a e l C m an Objec i e . Y ma al an ha e
l nge e m ann al Objec i e ha c nnec he a e l ne . H e e , hi i
i nal.

An he hing n e i kee ann al Objec i e a he c m an le el. Ann al


Objec i e h ldn be ed b l e le el l e he agili fac f ing OKR .

When a ing i h OKR , i im an emembe ha h ld nl f c n


a fe high le el Objec i e . n hi ca e, e ld gge e ing 1-3 and di c ing
hem i h manage , eam lead , and h e e el e i in l ed in he change OKR
e e ne ag ee n he m im an g al f he c m an .

Example: Y ha e an ann al Objec i e increase company growth. S , f he


fi a e , f c ega ding hi g al ill be nde and and anal e
c me be e c ea e a be e k lace f em l ee . The e a e l
Objec i e hel eali e ann al Objec i e b l king f he ii e
c me f be e aiding c me aff.

Y can hen e ea hi ce a he eam le el. A he eam le el, eam lead h ld


c n l hei eam membe decide n im an eam g al hile eam lead h ld
make e ha he e g al align i h he C m an Objec i e .

Tip! Write Key Results, not tasks

Le a a e gani ing an e en . The e a e a e ie f a k ha need ge d ne


f he e en . F e am le, ma need en a en e, b k a band, gani e
me ne h , hi e ca e ing, e c. The e a e a k , n Ke Re l .Y Ke Re l
h ld mea e he im ac f he en i e e en .
F e am le, Ke Re l can be ell 2000 icke , ge a 4.5/5 a ing f m
T i Ad i ,, ha e 50% f a endan ign f he c m an ne le e f
da e ab he ne e en .
S e b S e G ide OKR 55

The final e bef e finali ing OKR i a la nd f feedback he e Objec i e and


Ke Re l can be added, dele ed, changed.

Weekly Check- ns

i inc edibl im an ha an OKR check-in ce i im lemen ed and f ll ed.


Tha mean eam h ld ha e Weekl Check-in ee h hei g al (Objec i e ) a e
g e ing.

An OKR check-in i a ick 15-20 min e mee ing he e and eam eflec n
he g e f Team OKR and e ne i i ie f he c ming eek. The e
f he OKR check-in i g a an ee ha OKR g e .

Thi i d ne b l king a acc m li hed lan , he e l f he e lan , and he


le n lea ned hen m ing f a d. Thi n Objec i e and Ke Re l in a
eekl fl . Make e kee check-in mee ing h and f c ed. 15-20 min e
h ld be en gh g e e e hing. Y h ld g e he f ll ing in .

● C en OKR a

○ he g al n ack ff ack?

○ Wa he e an g e ha he g al been alled?

● Le n lea ned

○ Wha did ed igh ? Wha a cce f l?

○ Wha h ld e d diffe en l ne ime?

○ Wha did e lea n a indi id al ?

● Se ne i i lan f ne eek

○ Wha a e he ne lan ha migh hel i h Team OKR ?

○ Wh i d ing ha ? And i i ge ing d ne?

○ A e he e an ne di ec i n da e ela ed lan al ead in

ac i n?
S e b S e G ide OKR 56

D n n he OKR check-in mee ing j f he ake f ha ing a mee ing. The e h ld


al a be an c me f e e mee ing ha e. al im an emembe
ha a di c ed. Ch eh an ha e and d c men he le n lea ned
and an ne idea ha came .D n ai n il he end f he a e d hi , a
OKR a e a c n in e al a i n ce . Like i e, if n ne i checking in n hei
OKR , he ill babl f ge ab hem, de ing all he ha d k in
e ing hem in he fi lace.

Once a month

Make e ha e a mee ing ide f he Weekl Check- n a ell. Thi mee ing
h ld be be een manage and eam lead i h he e f iden if ing blem
and b ain ming a fi hem.

1-2 weeks before the end of the quarter

A hi in , he en i e c m an h ld e ie he C m an Objec i e ee he
g e ha ha been made a d hem a e e le el. defini el a g d idea
ga he me in n hi a e OKR and idea f he f ll ing a e .

Good questions to ask as a team:

H did eam e f m?
H big a he c n ib i n f he Team Objec i e he e a ching c m an
g al?
We e he OKR e ag d ch ice f he eam?
Did he hel he eam make im emen f he eam a ell a he c m an ?
f he OKR failed, hen h ?
Wha e e he challenge hi a e ?
Wha can be d ne be e ne ime?
Wha a e me idea f he c ming a e ?
We e he KR c me d i ing he Objec i e f a d?
C ld e ha e be e KR ne a e ?
S e b S e G ide OKR 57

Good questions for company review

H did he c m an m ef a d in achie ing c m an g al ?


We e he e l a i fac ?
Which eam e f med he be ?
H d eam ha did n cceed?
Did eam feel m i a ed king i h hei OKR ?
Wa he f c clea e e b d ?
Wha a e he main lea ning f m hi a e ?
Wha can he c m an im e in hei OKR e ing and ce ?

Conclusion
Ad ing OKR me h d l g e i e a change f in e nal c l e and ce . ill be
ea ie f me han f he , b d n le ha di c age if a e ha ing me
g ing ain hile ge ing a ed. i an indi id al ce ha e i e a balancing
f he be ac ice and ha k f . e i e b h me gi e and ake in
e-e al a ing c en c e and in e nal ce e . B if main ain a
c i ical e e b h n gani a i n a ell a a d he me h d l g i elf,
he e i a l can ake a a .

S he e i i , a e an OKR Ma e and can n fla le l im lemen Objec i e and


Ke Re l ... N eall , he e i ill a l lea n, and he bigge lea ning ce ill
be king h gh he ad b m a begin im lemen OKR ih eam
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