First, we'll explain what Initiatives are. Then we'll explain how to add them to an OKR.
What are Initiatives?
OKR stands for Objectives and Key Results:
The Objective tells you where to go (eg, New York).
The Key Results tell you if you're getting there (think of them as a GPS device).
The Initiatives show you what you're doing to get there (eg, buy a car, drive east).
In other words, Initiatives are all those projects and tasks that you believe will help achieve those Key Results!
For more info, check out The ultimate guide to OKR.
To add an Initiative to an OKR:
Click on the OKR open it
Clicking on the OKR from anywhere in the app opens the OKR modal.
On the Results tab, scroll to the bottom of the list and click on the option '+ Add Result'
Give the initiative a descriptive Name.
Add a Description of the activity you'll be doing.
Pick who will Lead the initiative.
Choose the Objective that this Initiative relates to.
Choose how to Measure progress.
Pick a Start and Target Value.
Choose the Result Type, Initiative
Identify which Key Result this Initiative supports.
Under Advanced Options, you can add Contributors. If you won't start working on this initiative immediately, pick a Start Date. You can also choose a Due Date.
Click Save, or "Add another" to create more Key Results or Initiatives.
Good to know:
Consider including Contributors so they can start adding Initiatives as well. If someone has added you as a Contributor for an OKR, you'll be notified about this in your notifications. 🔔
New to OKR? Perdoo helps you navigate the difference between Key Results and Initiatives. In-app intelligence warns you when creating Key Results that should probably be Initiatives.
Need some help creating Initiatives? Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email email@example.com.
Next article in the quick start guide: Assign a lead to your OKRs & KPIs