As a reminder, the Objective tells you where you want to be by the end of a given timeframe. Key Results give you feedback as to whether or not you're getting there. And then there are Initiatives – those projects or tasks you believe will help achieve your desired outcomes.
To achieve certain results, you need to take action – Key Results won't magically move, they need to be pushed. So Initiatives are hypotheses that are validated through Key Result progress.
Updating your Key Results and Initiatives regularly is perhaps one of the most important tasks of your OKR program. When they're up to date, you'll know if Initiatives are actually pushing progress on your Key Results, so you can make informed decisions to keep things moving forward.
Where to update Key Results and Initiatives in Perdoo
Home is the best place to update all your goals at once. A banner will tell you how many goals need to be updated and clicking on ‘Update now’ will filter for all the goals that have an ‘Update due’.
You can also make an update to a Key Result or Initiative in Explore, or on your Profile or Team page.
How to update a Key Result or Initiative
Find the Key Result or Initiative you want to update in Perdoo.
Click on its 'Update' or 'Update due' button.
Enter the 'New value', and select a 'New status'.
Add a comment to explain what’s new.
Click Done.
💡 Pro tips:
If you have 'Automatically set statuses for goals' enabled, the status will automatically populate when updating goals based on current progress vs. expected progress. This status can be overridden.
If you want to backdate an update simply click the date in the calendar. Here’s why you might want to do that.
How progress is calculated
The positive or negative % change you see after a progress update is related to your start and target values.
For example, say you have a Key Result with a start value of 12.4% with 16% as the target. The distance to travel is 3.6 (16-12.4). If the current value is 12.55, the update has moved .15. So, .15/3.6 = 4.2%.
Your start value is the floor, so your overall progress will not be negative/less than 0%.
If you outperform your target, overall progress is capped at 100% so that it doesn't falsely distort the parent goal's progress.
Want to automate updating? In addition to manual updates, you can update via an Integration or Aligned goals.
Need a hand?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.