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Add Company OKRs

Provide direction on where you want to go.

Company OKRs are about providing direction as to where you want the Company to be by the end of a specific timeframe (top-down), and letting teams decide how they'll make that happen (bottom-up).


Company OKRs are usually annual and sit right below either your Ultimate Goal or, if enabled, your Strategic Pillars.

With your strategy (Ultimate Goal and Strategic Pillars) set up in Perdoo, it's then time to add your Company OKRs. We'd recommend picking the 3-5 core themes for your organization this year.

When formulating your Company OKRs:

  • Be sure they can be influenced by most of the organization

  • Use inspirational language 

  • Make them relatable/understandable

Here are some tips on how to write good Company OKRs.


Add Company Objectives

Need help drafting your Company OKRs from scratch? Click the 'Draft with AI' in the dropdown menu instead to use our AI Assistant.

ℹ️ This requires Superadmin rights.

  1. From Explore, click + Add goal > Objective, or your Company page, click on + Add OKR (then 'Draft from scratch').

  2. Add Name. Need inspiration? Click on the folder icon to browse a list of example Objectives.

  3. Select Alignment: Support a Strategic Pillar, Support another OKR, Improve a KPI, or Skip. Typically Company OKRs Support a Strategic Pillar.

  4. Verify the Company is selected as the Team.

  5. Select the CEO or another Executive as the Lead.

  6. Confirm that the selected Timeframe is the correct one. Typically it's an annual timeframe.

  7. Click Save.

Not ready for it to be Active yet? Click Draft. Read more on Draft OKRs.

Advanced Options:

  1. Add Contributors to show the other people working on the goal.

  2. Add a Description to share more information about this Objective.

  3. Select how often the Objective should be updated with Update frequency.

  4. Choose whether progress is calculated by its Key Results, Aligned Objectives, or both.

  5. Add Tags as a way to organize and identify the Objective.

Add Key Results

OKR consists of an Objective, which defines the goal to be achieved, and Key Results, which measure progress towards the Objective. Adding Key Results to your Company OKRs will help you remove ambiguity and specify what success really means to you.

*NOTE: It can sometimes be difficult to define Key Results for a Company Objective. If that's the case, you could choose to measure progress on the Company Objective based on its aligned Objectives.

After you've added an Objective, click on + Add > Key Result from the details modal. You can learn more about the what you should fill out here.


Perdoo 3.0

Add Company Objectives

Need help drafting your Company OKRs from scratch? Click the 'Draft with AI' in the dropdown menu instead to use our AI Assistant.

ℹ️ This requires Superadmin rights.

  1. From Home, Explore, or your Company page, click on + Add goal > Objective.

  2. Add Name.

  3. Verify the Goal type is Objective.

  4. Verify the Company is selected as the Team.

  5. Select the CEO or another Executive as the Lead.

  6. Select the goal the Objective supports in Align to. Typically Company OKRs align to a Strategic Pillar. If you've disabled Strategic Pillars, then you can skip this field by leaving it empty.

  7. Confirm that the selected Timeframe is the correct one. Typically it's an annual timeframe.

  8. Click Create.

Not ready for it to be Active yet? Click 'Save as draft'. Read more on Draft OKRs.

Advanced Options:

  • Add Contributors to show the other people working on the Objective.

  • Add a Description to share more information about this Objective.

  • Add Tags as a way to organize and identify the Objective.

  • Choose whether to make the Objective private under Visibility.

Add Key Results

OKR consists of an Objective, which defines the goal to be achieved, and Key Results, which measure progress towards the Objective. Adding Key Results to your Company Objectives will help you remove ambiguity and specify what success really means to you.

*NOTE: It can sometimes be difficult to define Key Results for a Company Objective. If that's the case, you could choose to measure progress on the Company Objective based on its aligned Objectives.

After you've added an Objective, click on 'View goal' in the toast, + Add sub-goal in Cascade or + Add goal > Key Result from the details modal. You can learn more about the what you should fill out here.


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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