How to use OKRs and Ally

Everything you need to know to get started and expand your OKRs with Ally

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33 articles in this collection
Written by Vetri Vellore, Balaji Seetharaman, Reed David and 3 others

Step 1: Getting to Know Ally

Bookmarks in Ally

Easy access to teams and users

Written by Aarushi Arora
Updated over a week ago

Ally Overview Video

Written by Reed David
Updated over a week ago

Embed your OKR view

Embed and share your OKRs on a public or intranet page

Written by Ashwin Jeyakumar
Updated over a week ago

Views in Ally.io

Customizable views to easily surface OKRs and Projects as you navigate across teams.

Written by Balaji Seetharaman
Updated over a week ago

New User Webinar Video

Written by Reed David
Updated over a week ago

Step 2: Getting to Know OKRs

What are OKRs

Introduction to OKRs

Written by Reed David
Updated over a week ago

OKRs: An example

Written by Reed David
Updated over a week ago

OKR Alignment

Simplify your workflow with OKR alignment

Written by Reed David
Updated over a week ago

Visualize Alignment

Keep track of your OKR system and use the new chart view to visualize the alignment

Written by Reed David
Updated over a week ago

Managing OKR Time Periods

Quarterly OKR Periods and custom periods (monthly...)

Written by Vetri Vellore
Updated over a week ago

Setting Annual Objectives

Use both annual and quarterly OKRs for maximum payoff

Written by Reed David
Updated over a week ago

Step 3: Setting OKRs

Viewing icons for Objectives, Key results & Projects in Ally.io

Learn more about the icons for OKRs and Projects and how they work under different scenarios

Written by Balaji Seetharaman
Updated over a week ago

How to track OKRs using KPI metrics?

Outcome section lets you define measurable key results

Written by Ashwin Jeyakumar
Updated over a week ago

Starting new OKR Period

Defining individual, team and organization OKRs

Written by Vetri Vellore
Updated over a week ago

Flexibility in structuring OKRs in Ally.io

Introducing flexibility in how Ally.io lets you manage your OKRs

Written by Balaji Seetharaman
Updated over a week ago

Writing OKRs: Best practices to keep in mind

Written by Reed David
Updated over a week ago

Configure your OKR rules in Ally.io

Learn how to custom configure OKR rules that reflect your business process

Written by Balaji Seetharaman
Updated over a week ago

Creating OKRs

Here's how to get started creating team, individual and organization OKRs

Written by Varun Ramakrishnan
Updated over a week ago

Organization, Team, and Individual OKRs on Ally.io

How to add Organization, Team and Individual OKRs

Written by Reed David
Updated over a week ago

Step 4: Tracking OKRs

Nudge users to check-in

How do I nudge users reminding them to check in to their OKRs?

Written by Aarushi Arora
Updated over a week ago

OKR Weekly Cadence

Written by Reed David
Updated over a week ago

Progress Modes

Gain better visibility into how OKRs are updated, and have greater control over updating the progress

Written by Balaji Seetharaman
Updated over a week ago

Check-ins and Feedback

Learn how to use check-ins, likes, comments and mentions to motivate and stay on track

Written by Reed David
Updated over a week ago

Weekly OKR Meeting Tips

Items to discuss during your regular OKR review meetings

Written by Reed David
Updated over a week ago

Check-in Reminders and Notifications

Learn how to customize reminder notifications

Written by Reed David
Updated over a week ago

OKRs and the Continuous Feedback System

Written by Reed David
Updated over a week ago

Different ways to make check-ins in Ally.io

Learn about the different ways to make OKR check-ins in Ally.io

Written by Balaji Seetharaman
Updated over a week ago

Step 5: Reviewing OKRs

My closed OKRs are completed to 100% and have a score of 1.0, but display the score in orange. Why is that?

Written by Aarushi Arora
Updated over a week ago

Closing out OKR Period

Steps for closing out the OKR period

Written by Vetri Vellore
Updated over a week ago

Scoring and Closing OKRs

Close and score your OKRs towards the end of a time period

Written by Balaji Seetharaman
Updated over a week ago

Account Set Up

Filling OKR Templates when your objectives are aspirational and key results are measurable

Learn how to fill your OKR Import template when your objectives are always aspirational and only your key results are measurable

Written by Aarushi Arora
Updated over a week ago

Filling team and user import templates

Learn how to fill the templates for bulk importing users or teams in your Ally instance

Written by Aarushi Arora
Updated over a week ago

Filling OKR Templates when your objectives and key results can be used interchangeably

Learn how to fill your OKR Import template when your objectives and key results can be used interchangeably

Written by Aarushi Arora
Updated over a week ago