OKR is a goal management framework that helps companies implement strategy. It also serves as a communication tool and a learning opportunity. Templates are a great way to create standardization to ensure the right information is being communicated and captured throughout the process.
Default templates
To support this process, Perdoo provides the following default templates under Configure > Templates which you can customize based on your needs.
Objective description
Why is it a priority?
OKR creation is an opportunity to provide context as to why the goal is important and being worked on at that point in time. By thinking through these questions when creating your OKRs, you do a critical thinking exercise that helps you determine if you're choosing the right priorities. Adding this information validates it as a priority so everyone fully understands your choice and your team commits to working towards its success.
Progress updates
The default is blank so you can customize the template based on your needs. For example, PPP for Plans, Progress, Problems. or Achievements, Risks and Next steps.
Closing notes
Learnings
Decisions/Next steps
Closing OKRs encourages reflection that can be applied to future goals. Rating the execution helps you gauge the part of the OKR that is within your control. Even if you didn't achieve your goal, you may have been satisfied with the outputs. Understanding the disconnect will help you make future adjustments. Specifically asking yourself what you learned while working on the Objective as a whole will help you take valuable decisions to continue to move forward.
Archive Results
What was the impact of this Result on the OKR?
What did you learn from executing on this Result?
Initiatives are the projects or tasks that you think will make the biggest impact towards achieving your goal. As you work towards your goal, you may discover that some of your initial projects or tasks are no longer appropriate. This can be due to time restraints, changes in circumstances or strategy. At this point, you can archive them with these findings so that you can store this valuable insight when creating initiatives for future goals.
User and Team Reviews template
Encourage a habit of regular reflection in your organization. User and Team Reviews are a customizable set of questions that your team submits to share their wins, challenges, and progress with their manager and co-workers.
Enable User Reviews via Configure > Progress reporting > Users: toggle on Reviews. Then, you'll be given the option to edit the questions asked:
Enable Team Reviews via Configure > Progress reporting > Teams: toggle on Team Reviews. Then, you'll be given the option to edit the questions asked:
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