In this Article:
- What are Projects?
- How to add Projects
- Project Dashboard
- How to structure Objectives, Key Results, and Projects
- Project progress and status
- Common Questions
What are Projects?
A common mistake when writing OKRs is to provide an execution plan instead of signing up for business outcomes. Let's take an example; Imagine a fictional organization that is developing a video gaming platform. They might have aspirations of taking over the North American video gaming market. But their OKRs might look like this:
Objective: Become the best gaming platform in North America.
- Key Result: Ship new version of gaming platform
- Key Result: Deliver social gaming features
While the organization can certainly achieve these key results, there is no guarantee accomplishing them will result in the objective being achieved. They are, at best, steps along the way to achieve your key results. In many cases, these steps are necessary before the key results can be achieved, and need to be monitored just as much as the key results are.
In Ally, we call these undertakings Projects - they are the outputs delivered by your organization's execution, whereas the key results are "outcomes". Projects connect the strategic to the tactical by helping you keep track of your execution and making sure there are no bottlenecks. Ideally, project progress must *not* roll up to the objective, so you can stay focused on achieving the actual outcomes - the key results.
Coming back to our fictional organization, here is the same OKR written with projects in the picture:
Objective: Become the best gaming platform in North America.
- Key Result: Achieve 150M Monthly Active Users
- Key Result: Exceed 90% User Retention
- Project: Ship new version of gaming platform
- Project: Deliver social gaming features
- Project: Deliver high speed gaming backbone network
You can see that the projects are not results themselves, but the work the company needs to do in order to get to the key results, or maximize their chances of achieving them. By showing key results and projects in a single view like this, an organization can have a conversation both about its strategy and the execution needed to get the strategic results.
How to add Projects
Projects are an optional feature that must be enabled for your organization. Please reach out to our support team at [email protected].
In Ally, Projects can exist at the Organization, Team, or Individual level. Like key results, projects can also be created under objectives and other key results in Ally, depending on which outcome they help to achieve. You can create a project by clicking on 'Add project' under the appropriate objective or key result.
You can also create projects that are not aligned to any OKR in the Projects Dashboard.
Apart from being aligned to OKRs, Projects also get their own dashboard in Ally, so that you can monitor your execution. The dashboard is available at the individual, team and organization levels.
How to structure Objectives, Key Results, and Projects
The recommended structure is to have an Objective, with the Key Results and Projects under it. This way, you can see the outcomes needed to meet the objective (the key results) as well as the output needed to achieve those outcomes (the projects). Projects are always placed after all the objectives and key results at each level of the hierarchy. For example:
Project progress and status
Progress in Ally is measured either as percentage complete or a KPI metric (10 out of 15 sales calls made, for example). Projects currently use only the percentage complete method, as measured by tasks completed within the project.
By default, project progress does *not* roll up to the parent, to keep the focus on achieving key results (see: Roll Up Process of Key Results). However, this is controlled by an admin setting and can be overridden on a per project level. The admin setting decides the default (whether progress rolls up or not) when projects are created. Should you decide this default does not apply to your project, you can always change it from the project's settings.
Ally compared the progress of an item with its expected progress and computes a Status as outlined here (OKR Status Indicators). Status for projects is also computed in the same manner as OKRs.
Project owners can do manual check-ins to provide the progress values (or) connect to a data integration to automatically update progress.
You can choose to have a project without any tasks in Ally and just check in manually to update the project progress.
If you would like to see the individual tasks in your project, you can create a task list directly in Ally. Ally also supports popular project management systems like JIRA, Asana and Wrike, with many more on the way. When you use a task list in Ally or connect to these systems, progress of the project is automatically computed based on the number of tasks completed vs outstanding. You can edit a project to add an integration after creating it without one. When that happens, project progress will be recomputed based on the tasks, however your previous history of checkins will be maintained. You can read about Ally's support for task lists, as well as popular integrations here :
Is my key result really a project?
Most key results that are not KPI metric based are probably projects. The main questions to ask are
- Is this key result really an outcome for the business, or is it an output on the way to an outcome?
- Can I follow the parent objective with "as measured by" and complete it with this key result in a convincing manner?
One good indicator that a key result may really be a project is if it is percentage completion based and does not have any children. Another is if the language is very delivery-oriented, look for words like "Ship ...", "Deliver ...", "Implement...".
If you want to try out your key result as a project or vice-versa, Ally offers an easy way to do so without losing your updates to the key result or project. See Converting OKRs to Projects and back.
What pricing plans are projects supported on?
Projects in Ally are available across all our pricing plans. The JIRA On Premise integration for Projects is only available for Enterprise Customers (JIRA Cloud is available across all plans). If you would like to have this enabled for your organization please reach out to [email protected] with the request.