Closing OKRs

How to close your OKRs in Perdoo, and why it's important.

Jonathan Morrice avatar
Written by Jonathan Morrice
Updated over a week ago

At the end of a quarter, it’s time to wrap up your OKRs from the current quarter 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 in Perdoo

Click the Close Objective button in red in the right side panel

Or click the Close Objective icon from the OKR list

Or click the 3-dot menu in the top right corner and select Close Objective.

Fill out the form

  • How would you rate your execution? Give a rating out of 5 stars.

  • Closing status:

    • accomplished - when the stretch (70%) or committed (100%) outcome is achieved

    • missed - when the desired outcome is not achieved

    • postponed - when the OKR is delayed and will be pushed to sometime in the future

  • Answer the templated questions e.g.

    • What did you learn while working on this OKR?

    • Decisions/Next steps

Click Submit

* NOTE: It's not possible to archive an Objective. If an Objective is no longer valuable to you, you can consider closing it.

How to edit the Closing Notes of an OKR in Perdoo

Navigate to 'Edit Closing Note' within the kebab menu either in the modal or on the Objective card 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 instead from the Objective card dropdown options.


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?

Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.

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