Cloning is a handy tool that can help your OKR process run much more efficiently. There are two key situations in which cloning might come in handy.
Quick Set-up of Objectives
So you’ve just spent the better part of an hour carefully crafting OKRs and aligning them for the best results. Now you realize much of your team has similar OKRs: members of the same team are working on similar tasks, and junior members tend to have ‘junior’ versions of the OKRs that their seniors and managers have. Instead of starting from scratch (and possibly introducing errors in the process), clone the Objective and make some quick edits to reflect individual targets.
Cloning makes it simple to get set up quickly, while still allowing the flexibility for personalization.
Cloning for a New Time Period
Say you are scoring and closing Objectives in Q2 in preparation for Q3. You notice that you have unfinished Objectives which you would like to continue working on. You might decide to roll them over to Q3.
Cloning is a more effective way to do this than simply editing the time period of the unfinished Objective. By making a clone, you can ‘reset’ the Objective progress for the next time period, while saving your progress in the current time period - otherwise it would appear as though you haven't made any progress at all in Q2! You can edit the cloned Objective to reflect the leftover portion of the goal in Q3, while making sure that the work you’ve already accomplished is still attributable to Q2.
Make sure to clone before you close and score Q2. Objectives cannot be cloned once they are marked done. They would need to be reopened in order to clone if they are already marked done.
How to Clone
Simply hover over the Objective and select ‘Clone’ from the dropdown on the far right. You can also do this from the Objective page by selecting Actions -> Clone.
The cloned Objective and its key results will appear in the time period you choose. You have the ability to clone both objective and key results or simply the objective.
Feel free to tweak the clone, including changing key results or KPI to reflect the remaining work in the new time period.