1. OKR Tracking System
  2. Implementation
Reference

How a OKR Tracking System rollout works

Start with one objective cycle and verify every owner, status and review handoff.

  1. Set owners

    Add organizations and team members, then agree who changes objective and key result status.

  2. Map current work

    Create an active objective, dated key results, work packages and assigned tasks.

  3. Rehearse decisions

    Submit a positive-hour check-in, set a blocker with severity to Open and inspect the decisions and receipts.

  4. Review exceptions

    Open Review Queue, follow overdue work and compare task, result and risk records.

  5. Expand carefully

    Add more objectives after the pilot team can explain each status and responsible owner.

What the customer provides

Bring organization names, team members, an active objective, its target dates, current key results, work package ownership and a sample of tasks, check-ins and blockers. Decide who reviews time and who verifies fixed issues.

Changing it afterwards

Update the original objective, result or task when ownership or dates change. Recheck linked work and views after a status change. Record a fresh review decision for a new decision rather than editing the earlier history. Get started.

Set up OKR Tracking System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started