Go to OKRs section

Click on "Create".

Enter a name for the goal, like "Accelerate product development".

Select the type of goal:

  • Company - goals that can be set at the company-wide level, such as a new product launch, revenue growth, or hiring plan. For example, all CEO goals are company goals.

  • Group - goals that can be set for a specific business unit or product team. Head of Department goals are group goals.

  • Individual - goals that can be set for particular employees.

Set a deadline. Most often OKRs are set for a quarter.

Select the goal's priority

  • Low

  • Medium

  • High

Set the visibility options:

  • Public – public goals are visible to all employees in the company (it allows everyone to understand where the company is going and what progress is being made)

  • Private – only seen by participants of the goal.

Select team member, who will be responsible for this goal.

You also can add goal contributors - employees, who can help to achieve the goal.

Add Key Results

Click on the input box

Enter name of the key result.

Select the metric, using which you can track the key result's progression:

  • Percent

  • Number

  • Currency

  • Achievable (Fulfilled/Not fulfilled)

  • Custom (you can set your own measurement)

Select the type of progression for the key result:

  • Increasing (e.g., sales)

  • Decreasing (e.g., number of codebases without tests)

  • Maintaining (e.g., number of support calls)

Set the current value of metric and the target value you want to achieve.

Choose a team member in charge (It is optional, and only if you have participants in the OKR).

Select a deadline (It is optional, if you want to put intermediate deadlines in the OKR).

Save the Key result.

Add more Key Results (it is recommended to have 3-5 Key Results per OKR)

Save the OKR.

An added goal appears in the OKR list in one of the sections, depending on the selected type.

Did this answer your question?