Managing goals like OKRs and KPIs across your business is, essentially, (strategic) planning. Planning is a critical exercise for any forward-looking organization, as it enables you to shift from being purely reactive to being proactive. Planning is also one of 3 steps in Perdoo's Circle of Success.
Planning happens at different levels (e.g. company, department and team level) within your organization. Different levels can plan for different time periods, for example on company-level you can plan for the next year while teams can plan only for the next quarter. Your preferred planning structure must be configured in Perdoo, you do this by configuring cadences.
Step 1: Go to Configure Timeframes
Step 2: Verify current configuration
If you have followed the previous steps in the Trial Guide, you should already have a timeframe set up for your mission & vision.
By default, your trial account is configured with 3 more timeframes:
- 1 annual timeframe for company level (for Annual Company OKRs)
- 2 quarterly timeframes for group level (for Quarterly Group OKRs)
This setup works for 90% of organizations. If you don’t know yet how frequent you want to set the different type of OKRs, simply keep this setup. You'll always be able to change this later.
Note that for each timeframe you can decide whether company-level and/or group-level is able to use that timeframe.
If you'd like to change one of the timeframes, click on the 3 dot menu on the far right:
For each timeframe, you can change the Name, Start and End date and Availability.
Step 3: Add a timeframe for your strategy
We recommend each organization to work with Strategic OKRs (here's why). To be able to add Strategic OKRs to Perdoo, you need to create a timeframe for it.
Strategic OKRs usually have a time span of 3-5 years.
- Click on + Add Timeframe
- Label this timeframe Strategy 2019-2021 (or whatever time period you have in mind)
- Set the correct start and end date
- Make this Timeframe only available to the Company (most organizations don't need Strategic OKRs on department or team level)