Hello!
This quick start OKR onboarding guide will take you through the 10 basic steps to get your small to medium sized business up and running on Ally so you can achieve amazing results. (Large organization? Check out our enterprise-level training.)
Ally
Resources, White Papers, and Webinars
Ally offers a variety of additional resources to help on your journey:
Guides and whitepapers
Webinars
Blog Posts
Before you get started, check out our 2-minute OKR training video:
Step 1: Get to know OKRs
What are OKRs?
Why have OKRs lead to success at so many companies?
How can I ensure OKR success at MY company?
Additional Resources
Step 2: Define your team
Key OKR stakeholders, and what they do
Additional stakeholders
Roles within Ally
Step 3: Determine your rollout plan
Set program goals
Determine your OKR calendar and timing
Choose your pilot program
Step 4: Write great OKRs
Best practices for writing great OKRs
Additional Resources
Step 5: Set up your Ally account
Set up your Teams
Set up your Users
Set up Integrations
Step 6: Train your team
Team leader training
Employee training
Step 7: Set your OKRs
OKR best practice reminders
3 steps to setting your OKRs
Additional Resources
Step 8: Track your OKRs
Reminders and notifications
Checking in
OKR status meetings
Additional Resources
Step 9: Score and close your OKRs
Closing out your OKRs
Additional Resources
Step 10: Review, reflect, and repeat the OKR process
Review your progress
Reflect and adjust
Repeat your process
Additional Resources
Summary
