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- OKR Tracking System
- Who it's for
- Service delivery teams
Service delivery teams
A service delivery team can keep each engagement objective under its organization while its project manager follows tasks, check-ins and blockers. The delivery lead reviews key result outcomes against target dates. The same objective record carries budget, delivery method and schedule, so a review can begin with the work the team agreed to deliver.
How OKR Tracking System is set up for you
Client work
Link the objective to the organization and assign a named owner.
Delivery work
Put assigned tasks under work packages and follow blocked items on the task board.
Review
Compare dated key results, submitted check-ins and current risks before closing the objective.
A service delivery team can keep each engagement objective under its organization while its project manager follows tasks, check-ins and blockers. The delivery lead reviews key result outcomes against target dates. The same objective record carries budget, delivery method and schedule, so a review can begin with the work the team agreed to deliver.
The team can start each client review from the objective, then move to the dated result and its assigned tasks. When hours are submitted, the recorded approval result and receipt give the manager a way to reconcile work discussed in the meeting with entries made by team members. A blocker remains visible until its own status changes.
Pilot one active client objective with a dated result, one work package and assigned tasks. Run a positive-hour check-in through approval and raise one blocker with severity. At review, use the queue to follow the record owner and confirm that the action was recorded on the source item. Agree who can change objective status, who records key result outcomes and who inspects submitted check-in decisions. After the pilot, compare the records with the team's existing review cadence and correct ownership at the source.
[Plan the rollout](/okr-tracking-system/implementation) and [review the process](/okr-tracking-system/processes/objective-to-result).
Features to start with
Objectives and alignment
Keep each objective tied to an organization, a named owner and the dates for its work.
Work packages and tasks
Connect assigned tasks to work packages and follow their status on a board.
Check-ins and approvals
Record dated hours against objectives and route submitted entries through a decision.
Roles on the team
- Delivery Lead
- Owns objective direction and reviews progress and evidence across the organization.
- Project Manager
- Plans work against objectives and follows exceptions through review.
- Team Member
- Updates assigned work and submits dated check-ins.
- Check-in Reviewer
- Inspects check-in approval outcomes and follows failed attempts to their source.
Set up OKR Tracking System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.