How to run quarterly OKRs in Slateo

A step-by-step guide to setting up an OKR cycle, defining objectives and key results, and tracking progress without it turning into a spreadsheet exercise.

1

Start a cycle

Create an objective cycle with a name and a start and end date, quarterly, half-yearly, or annual, depending on how your team plans.

2

Set your objectives

Add an objective tied to a specific product, with a title and description that make it clear what the goal is and why it matters.

3

Break it down into key results

Add key results to each objective with a target value, a starting baseline, and a metric type, number, percentage, or currency.

4

Update progress as the cycle runs

Update each key result's current value as work happens. Every update is logged, so you can see how progress moved over the course of the cycle, not just the final number.

5

Link goals to the work driving them

Connect objectives and key results to the roadmap items or initiatives meant to move them, so strategy and execution stay traceable from one place.

6

Review at the end of the cycle

Use the progress overview to see every objective and key result at a glance during check-ins, and carry the lessons into the next cycle when you start it.

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