This brief tutorial will guide you through creating OKRs in Ally. Remember that planning out your OKRs beforehand is not only a best practice in general: but it is the lifeblood of the OKR process. To learn more about best practices for writing OKRs, click here.
Creating the Objective
You can create an Objective from:
- The individual, team and organization pages
- The list page
- A template
First, navigate to the individual, team or organization that the Objective is for. Go ahead and click on the New Objective button.
In the dialog box that pops up, specify the following:
1. A short, but descriptive name for the Objective
2. Measure of Success of the Objective: There are a few different way to track the Objective’s progress to the goal. You can choose from either: Percentage completed, a measure of the percentage completed between 1-100 OR KPI, a custom KPI. If you do set a custom KPI, you will have to define the name of the metric, the target and starting point yourself.
Ally also allows you automatically update the progress of your Objectives by integrating with tools like Jira, Smartsheets or VSTS. To read more about these integrations, view our detailed articles here.
3. Alignment: Quickly align this Objective with other OKRs. This will link their progress, making them co-dependent
4. Type: Specify the type as individual, team or organization level corresponding to where the Objective fits in the organization
5. Owner: This is the user who owns this Objective
6. Time Period: Which quarter or time period does this Objective belong to?
These can always be edited later; go ahead and save your Objective when you’re done.
Creating Key Results
Key Results contribute to achieving the Objective; if all the KRs are accomplished, then the Objective MUST be achieved, so choose wisely. Find the Objective you just made and select ‘Add Key Result’. This will allow you to edit inline. You can also hover over it and click on the Add Key Result button which appears to bring up a more detailed dialog box.
The dialog box should look familiar - because it is! The process for setting up a KR is similar to the Objective’s. One key difference you will notice is that it’s already aligned to the parent Objective.
Ally makes it easy to jumpstart the OKR process by providing templates for common Objectives across different verticals in an organization. To create an Objective from a template, select ‘See Popular OKRs’ and choose from our extensive library of presets ranging from Sales and Marketing Objectives to People and Product Management.
From here, you can tweak the template Objectives - or any other Objective - to your company’s specifications by using the handy Edit functions available on the Objectives page. You can also hover your cursor over the Objective to find the Edit option.
Now go forth and let your OKRs multiply - but not by too much, eh?