At the end of a timeframe, it’s time to wrap up your OKRs and to start thinking about your upcoming priorities. The first, and most important, part of this process is closing your current OKRs.
This article contains everything you need to know to get the most out of this valuable and rewarding exercise.
How to close an OKR
If the OKR is in a past timeframe, you'll find the following options in red:
Click the Close Objective button in red in the right side panel:
Click the 'Close Objective' icon from the OKR list:
If you don't see the previous 2 options, the OKR is in a current timeframe. You can click the 3-dot menu in the top right corner and select Close Objective.
Fill out the form:
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Closing status:
achieved - when the stretch (70%) or committed (100%) outcome is achieved
partially achieved - when you've made progress, but not fully achieved the outcome
missed - when the desired outcome is not achieved
postponed - when the OKR is delayed and will be pushed to sometime in the future
canceled - when the OKR is no longer being pursued
Answer the templated questions e.g.
Learnings
Next steps
Click Save
*NOTE:
If you're not ready to close it yet, but want to start the closing process, you can uncheck 'Mark as Closed' and this will save your inputs as a draft.
Once an OKR is closed, you cannot update the Key Results or Initiatives anymore. If you need to update a goal, you'll need to reopen the OKR.
It's not possible to archive an OKR. If an OKR is no longer valuable to you, best practice is to close it so that you can record learnings. The OKRs stage will then change to Closed.
You do also have the option to delete an OKR, however, this action is permanent and irreversible. An OKR cannot be restored after it's been deleted.
How to edit the Closing Notes of an OKR
Select 'Edit Closing Note' within the modal or dropdown menu to edit the notes submitted.
When to re-open a closed Objective
If the Objective's details need to be changed or updates need to be made to the Objective's Key Results then the Objective will need to be re-opened to make the necessary changes. Select 'Reopen Objective' from the Objective dropdown menu.
FAQ
Can I change the templated questions in the closing note?
Yes, you can, but you need to be a Superadmin to do so. If you do have Superadmin rights, go to Configure > General tab, and select Templates in the left sidebar. Click here to go there now.
Make sure to read this article to understand why our default templates are set up like this.
What are some best practices for closing OKR?
Need a hand?
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