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 StrategiQ

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, Off Track
Responsible	Who owns this metric	Jane Smith
Due Date	When to achieve it	Dec 31, 2024

Creating Key Results

1. Open an Objective

   Navigate to the plan and select the objective you want to add key results to.

2. Find the OKR Section

   Within the objective, look for “Key Results” or “OKRs”.

3. Click “Add Key Result”

   Start creating a new measurable outcome.

4. Define the Metric

   • Title - What you’re measuring (be specific)
   • Target Value - Your goal (the number you want to reach)
   • Current Value - Starting point (often 0 for new metrics)
   • Unit - How it’s measured (%, $, count, points, etc.)

5. Add Context

   • Description - Explain how this will be measured
   • Responsible - Who will track and update this
   • Due Date - When this should be achieved

6. Save

   The key result is now linked to your objective.

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
Off Track	Significantly behind, unlikely to achieve	Red
Completed	Target reached	Green check

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 × 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

• Reports - Generate progress reports
• Objectives & Actions - Manage the work behind OKRs
• Tips & Best Practices - Strategic planning advice