This brief tutorial will guide you through creating OKRs in Ally. Remember that planning out your OKRs beforehand is not only a best practice in general: but it is the lifeblood of the OKR process. To learn more about best practices for writing OKRs, click here.
Creating the Objective
You can create an Objective from:
- The Individual, Team and Organization pages
- The list page
- A Template - 'Sample OKRs'
First, navigate to the individual, team or organization that the Objective is for. Go ahead and click on the New Objective '+' button.
In the dialog box that pops up, specify the following:
1. A short, but descriptive name for the objective
2. Tags and Description (available when clicking 'show more options'): Add tags to group similar OKRs together and enter a short description of the objective if necessary. Learn more about tags here.
3. Measure of success of the objective: There are a few different ways to track the Objective’s progress to the goal. You can choose from either -
- Percentage completed: A measure of the percentage completed between 1-100
- KPI: A custom KPI. If you do set a custom KPI, you will have to define the name of the metric, the target and starting point yourself
4. Ally also allows you to automatically update the progress of your Objectives by integrating with tools like Jira, Smartsheets or VSTS. To read more about these integrations, view our detailed articles here.
5. Alignment: Quickly align this Objective with other OKRs. This will link their progress, making them co-dependent
6. Type: Specify the type as individual, team or organization level corresponding to where the Objective fits in the organization
7. Owner: This is the user who owns this Objective - best practice suggests that every OKR have a clear owner even if it is a team or organization objective
8. Time Period: The quarter or time period this Objective belongs to
These can always be edited later; go ahead and save your Objective when you’re done.
Creating Key Results
Key Results contribute to achieving the objective; if all the KRs are accomplished, then the objective must be achieved, so choose them accordingly. Find the objective you just made and select ‘Add Key Result’. This will allow you to edit inline. You can also hover over it and click on the Add Key Result button from the 'more options' which appears to bring up a more detailed dialog box.
The dialog box should look familiar. One key difference you will notice is that it’s already aligned with the parent Objective.
Ally makes it easy to jumpstart the OKR process by providing templates for common Objectives across different verticals in an organization. To create an Objective from a template, select ‘See Sample OKRs’ and choose from our extensive library of presets ranging from Sales and Marketing Objectives to People and Product Management.
From here, you can tweak the template Objectives - or any other Objective - to your company’s specifications by using the handy Edit functions available on the Objectives page. You can also hover your cursor over the Objective to find the Edit option.
Now go forth and let your OKRs multiply - but not by too much, eh?