OKRs (Objectives and Key Results)

OKRs (Objectives and Key Results) help you measure progress toward your objectives with concrete, quantifiable metrics.

What are OKRs?

OKRs consist of two parts:

• Objective - What you want to achieve (qualitative goal)
• Key Results - How you’ll measure success (quantitative metrics)

Objective: Improve customer satisfaction
├── KR1: Increase NPS score from 30 to 50
├── KR2: Reduce support response time to under 4 hours
└── KR3: Achieve 95% customer retention rate

Tip

Good key results are measurable numbers, not tasks. Instead of “Launch new website”, use “Increase website conversion rate from 2% to 4%”.

Key Results in Pilotus

Each key result includes:

Field	Description	Example
Title	What you’re measuring	Increase NPS score
Target Value	The goal number	50
Current Value	Where you are now	35
Unit	How it’s measured	points, %, $, count
Status	Current health	On Track, At Risk, Achieved
Responsible	Who owns this metric	Jane Smith
Due Date	When to achieve it	Dec 31, 2024

Creating Key Results

Using the Key Result Wizard

The Key Result Creation Wizard guides you through a 4-step process:

1. Context

   Select which objectives this key result is linked to. Key results support a many-to-many relationship with objectives.

2. Details

   Enter the key result title, description, and select the initial status.

3. Assignment

   Assign a responsible person and set the due date.

4. Review

   Confirm all details before creating the key result.

Quick Creation

You can also add key results from within an objective’s details modal by clicking “Add Key Result” in the OKR section.

Key Result Statuses

Key results have health statuses based on progress:

Status	Meaning	Visual
Not Started	No progress yet	Gray
On Track	Good progress, likely to achieve	Green
At Risk	Behind but achievable with effort	Yellow
Achieved	Target reached	Green check
Not Achieved	Significantly behind, unlikely to achieve	Red

Note

Status can be automatically calculated based on progress percentage, or manually set for more nuanced tracking.

Updating Progress

To update a key result’s progress:

1. Open the key result
2. Update the “Current Value” field
3. Optionally adjust the status if needed
4. Save changes

Progress is displayed as:

• A percentage (current/target x 100)
• A visual progress bar
• Color coding based on status

The OKR Tab

Plans have a dedicated OKR tab showing all key results across objectives:

• Unified View - See all key results in one table
• Filtering - Filter by status, responsible person, or objective
• Sorting - Sort by progress, due date, or status
• Quick Edit - Update values directly from the table

Reading the OKR Table

Column	Information
#	Sequential number within the objective
Objective	Which objective this belongs to (badge)
Title	Key result name
Progress	Current/Target with progress bar
Status	Health indicator
Responsible	Who owns it
Due Date	Target completion

OKR Best Practices

Writing Good Key Results

Do:

• Use numbers: “Increase from X to Y”
• Be specific: “Reduce ticket resolution time from 48 to 24 hours”
• Make it verifiable: Anyone should be able to check if it’s achieved

Don’t:

• Use vague terms: “Improve customer experience”
• List tasks: “Send 10 emails” (that’s an action, not a result)
• Set impossible targets: Be ambitious but realistic

How Many Key Results?

• 3-5 key results per objective is ideal
• Too few: May not capture full picture
• Too many: Loses focus and becomes hard to track

Setting Targets

Consider:

• Baseline - What’s the current state?
• Benchmark - What do similar organizations achieve?
• Stretch - What would success look like?

Aim for targets that are:

• Achievable ~70% of the time
• Challenging enough to drive improvement
• Not so easy they don’t motivate

Linking Actions to Key Results

Connect actions that contribute to specific key results:

1. Open an action
2. Go to “Links”
3. Add a link to a key result
4. The action now shows which metric it supports

This helps you:

• See what work supports which outcomes
• Identify key results without enough supporting actions
• Understand impact when completing actions

Reporting on OKRs

Generate OKR reports from the Reports tab:

• Progress Summary - Overview of all key results
• Health Dashboard - Visual status of OKRs
• Trend Analysis - Progress over time
• Export - Download for presentations

See Reports for details.

Next Steps

• Indicators - Track quantitative metrics over time (complementary to OKRs)
• Reports - Generate progress reports
• Objectives & Actions - Manage the work behind OKRs
• Tips & Best Practices - Strategic planning advice