Assign a lead to your OKRs & KPIs

Distribute accountability and put someone in charge.

Nick Fischer avatar
Written by Nick Fischer
Updated over a week ago

The goal lead is the person ultimately responsible for a goal, but that usually doesn't mean the lead is the only person working on that goal (learn why).

You can lead a KPI, Objective, Key Result, or an Initiative.

The goal lead is responsible for:

  • Updating progress

  • Keeping the goal on track

  • Act as the main point of contact when someone has a question about that goal

Who should be the lead?

As an Executive or Team lead (i.e. department head or team lead), you should not lead all the KPIs or OKRs. You simply don't have the time.

Instead, you should delegate responsibility and assign fellow Team members as the lead to your organization's or team's goals. As a guideline:

KPI

OKR

Initiative

Company

Executive

Executive

Anyone

Team

Team lead/member

Team lead/member

Anyone

How to edit a lead for a goal

KPI

  • Click on the name of the KPI to open the modal

  • Find the Lead field in the right side panel

  • Select a new lead from the dropdown menu. If they're yet to be added as a user, simply enter their email into the Lead field to invite them to Perdoo!

Objective

  • Click on the Objective to open the modal

  • Find the Lead field in the right side panel

  • Select the new lead from the dropdown menu. If they're yet to be added as a user, simply enter their email into the Lead field to invite them to Perdoo!

Key Result or Initiative

  • Click on the Key Result or Initiative to open it's right side panel

  • Find the lead field

  • Select the new lead in the popup that opens. If they're yet to be added as a user, simply enter their email into the Lead field to invite them to Perdoo!

Next article in our quick start guide: Drive execution using Check-ins


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