Product Updates

Aligning your team with Objectives and Key Results (OKRs)

Blog Author

by Natalie Serrano

September 24th, 2020

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The ChartHop Team

Objectives and Key Results, or OKRs, provide a framework for defining objectives and achieving goals. The framework was originally popularized by John Doerr in his book "Measure What Matters."

OKRs are typically set by leaders on a quarterly basis and discussed continuously with employees to track progress. They are composed of a high-level objective, one that sets a clear direction, which is then broken down further into specific, measurable results.

OKRs are instrumental to aligning employees with the strategic goals of the company and fostering a collaborative process that encourages engagement around achieving goals.

With ChartHop's new OKR-setting template, employees and their managers can keep track of OKRs within their own ChartHop profiles. This OKR template consists of the objective, its corresponding key results (multiple per objective), and a place for employees to mark the percent completion of the OKR, with the ability to set as many OKRs as desired.

OKRs visualized on the ChartHop org chart

Leveraging OKRs to build transparency and alignment

Some companies choose to have OKRs be public to the rest of the organization, for added transparency. You can define whether this data is visible across the organization by setting the sensitivity of the field, but our default setting on these OKRs is "Manager-Shared," meaning only members and their managers can view their OKRs.

This Bundle Contains:

  1. Custom OKR Fields - each set has an Objective (Short Text), Projects and Key Results related to that objective(Long Text), OKR Completion Status (%), OKR Collaborators (Can Assign Persons)
  2. A Personal OKR Field for non-work-related goals
  3. A catchall “OKR Notes” field for any additional notes on OKRs you might want to refer to

The blank form will appear like this, but is completely customizable:

OKR blank form

Once filled out, a profile tab will allow those who have access to view all relevant OKR information - both current and historic.

OKR profile tab

To install the bundle, head to the Apps and Integrations page from the settings menu, where you can install our OKR Tracking Bundle.

Install OKR bundle

Once installed, go to the Custom Forms page to customize the OKR template to your liking and then activate it when it’s ready for employees to fill out.

Keeping employees aligned and engaged has never been more important

The success of your company is defined by your team's ability to execute in alignment. We're excited to offer this new bundle to help your leaders and employees better define, communicate and achieve their goals.


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Blog Author

Written by Natalie Serrano

Customer Success Manager

Product Updates

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