OKR Best Practices – Everything You Need to Know

While the OKR structure is fairly simple, however the implementation of OKRs in your organization should be handled with care.

As a team goal-setting method, OKR is effective mainly because of the discussion process leading up to writing OKRs. The team also needs to learn to use the proper language and business terms for the goal-setting process, practice having effective discussions and agree on a regular weekly check-in agenda. That is why usually it takes 2-4 quarters for companies to start using OKRs the right way. 

In this article, we will not discuss how to write Objectives and Key Results but focus on how to manage the OKR cycle in your team effectively. You will learn more about OKR best practices to shorten the learning curve.

Without further ado, let’s get started!

What are OKRs?

OKR stands for Objectives and Key Results, it’s a popular management framework that is used to set goals in an organization. OKRs are used by Google, LinkedIn, Spotify, Twitter, Sears. Yahoo etc. So the list of references is quite good.

The OKR's purpose is to align the company's strategic goals to team goals in order to create a unified direction of success.

While Objectives are ambitious & sometimes visionary goals, Key Results, on the other hand, are numeric and have to be measurable. Aligning and linking your efforts is critical, so it’s a best practice to use hierarchical OKRs. The system is completely transparent, so everybody has the chance to see what their colleagues are doing.

What Are OKRs? Learn the Basics of Objectives and Key Results Methodology

The Top 9 Basic OKR Best Practices

  1. Finalize OKRs Before the Quarter Starts

Start setting your OKRs before the quarter begins, especially Company level Objectives. Writing Team OKRs can also take a lot of time, planning, and agreement (especially if it is your first time setting them). You will also need time to discuss the initiatives and plans you are going to set in motion to drive progress on the Key Results.

This is why it is best to start planning 2-4 weeks ahead of the start of the quarter. That way you are ready to go when the OKR cycle starts.

  1. Communicate Objectives

Communicate the Objectives with the rest of the company and discuss why they are important. Leaders should meet together and discuss what should be the main quarterly directions and focus areas for the whole organization. From there, department/team managers should introduce their teams to the Company level Objectives and get their feedback and ideas on achieving them.

Including teams in discussing Company level Objectives is not a motivational perk, it’s a necessary step to validate the Objectives. Teams should discuss their own roles in achieving the overarching Objectives, and write their contributing Team OKRs for a quarter.

This is possible only if the high-level Objectives are clear from the execution perspective. If they are not, teams should have the freedom to tell you so, and that should lead to clarification or even revision of the Company level Objectives. 

  1. Align Team OKRs with Company Objectives

Often people get excited coming up with new ideas when it comes to OKR planning. But it is important not to forget why you are setting OKRs in the first place – OKR alignment. Make sure that the majority of OKRs at the Team level connect to Company Objectives. This way everyone moves in a unified direction.

OKR software that provides an OKR hierarchy view would let you see all your goals and how they connect in an easy-to-view format. 

an OKR hierarchy view
  1. Use OKR Examples

There are a lot of wrong ways to write OKRs. Namely, a lot of people confuse OKRs with Key Performance Indicators and project management. If you write OKRs in the wrong way, you will not see all of those OKR benefits that were promised to you when you first got excited about the methodology. 

So when you are first learning, it can be good to have some examples to reference.

👉 We recommend OKRexamples.co, it has hundreds of examples of OKRs for different teams. 

If you are using Weekdone to track your Objectives and Key Results, you can see examples when adding OKRs with the OKR Wizard tool. It’s a very simple and straightforward way to add your first OKRs.

OKR view

👉Haven't tried Weekdone yet? No worries, it's free to use for teams up to 3 people. If you're managing multiple teams or departments, you'll get a free 14-day trial.

💡 We also have a more elaborate guide on how to write OKRs with the OKR examples that show how the teams developed these OKRs: the discussion process, the reasoning, and the action planning.

  1. Implement a Weekly Process

Obviously, if there is no executional activity, there will be no progress on Key Results. So it is important to align your weekly activities to your Objectives. This helps employees engage with OKRs as they work, and make sure their activities help move the company forward.

Weekdone OKR software offers the PPP methodology for weekly planning. Your weekly tasks are now visible to the manager, who can align team goals with the work you’re doing. It’s his/ her job to make sure that the team goals are aligned to the company ones.

OKR Weekly planning

As everybody in your team works on their Objectives and Key Results, there will be a discussion about what the Team Objectives should be. This is also known as the bottom-up approach to OKRs. So this makes sure that employees are engaged and passionate about the work that they are doing. Not just blindly following orders. Also, the weekly planning section helps everybody to plan important chunks into a daily routine – so you can focus on the important stuff.

👉 You can read more on this in the OKR Weekly Check-ins section.

  1. Hold a Team OKR Weekly Check-In

Team members need to set new weekly plans as well as update the Team KRs on an ongoing basis – preferably every week.

During an OKR check-in, the team reviews every team member’s weekly plans and makes sure their plans are being completed. During this quick meeting (shouldn’t take you longer than 15-20 minutes) you can also agree on what you need to accomplish next week to move your OKRs forward.

  1. Organize Monthly OKR Reviews

It’s absolutely necessary to continuously discuss Team OKRs while there is still time to regroup and brainstorm for new initiatives to drive Key Results. That is why teams should review their OKRs every month from a bigger picture perspective and write down any lessons learned. Team Managers should synthesize this information and share these learnings at the company-wide review. 

We recommend organizing company-wide monthly OKR reviews where each team manager presents learnings and challenges based on the current Team OKR progress. There is a good chance that these learnings will help to connect the dots across different areas and lead to major improvements. 

  1. Hold a company-wide review at the end of the quarter

Hold company-wide reviews at the end of the quarter. It is important to make sure everyone takes part in the review process. That way everyone can see how far the team has come. 

It may also be helpful to work with an OKR coach to see how it went and what you can do better when setting OKRs again next. It is also good practice to hold a review in the middle of the quarter as well. This way you can make sure everyone is on the same page, and address any problems before it is too late. 

When you use Weekdone for your OKR tracking and Weekly Check-ins, OKR coaching is included!

  1. Set Next Quarter’s OKRs 2-4 Weeks Before it Starts

You need to start planning your next quarter’s OKRs 2-4 weeks before it starts. The monthly Team reviews and company-wide quarterly reviews will provide you with a lot of useful information for this as you will be discussing wins and failures that you experienced during the quarter.

As you start OKR planning, look at the list of major learning from the previous 90 days so that you can use OKRs more effectively in the coming quarter.

OKR process

Develop your own OKR best practices over time

We wrote these OKR best practices to help you through your first OKR quarters. Over time you will develop your own OKR best practices, processes, and structures to achieve the greatest work satisfaction and the most innovative teamwork. 

Remember that any new goal-setting methodology is stressful to implement because people generally don’t appreciate change. But if you really want to improve your business, you should take the time and plan this out. OKRs will help you transform your organization but only if you take the time to learn the outcome-driven management and proper alignment process.