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.
Create an objective cycle with a name and a start and end date, quarterly, half-yearly, or annual, depending on how your team plans.
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.
Add key results to each objective with a target value, a starting baseline, and a metric type, number, percentage, or currency.
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.
Connect objectives and key results to the roadmap items or initiatives meant to move them, so strategy and execution stay traceable from one place.
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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