OKR Planning

Create objectives and key results for your team

What is OKR Planning?

OKR Planning is where you define your objectives (what you want to achieve) and key results (how you'll measure success). This is the foundation of your goal-setting process.

Objectives

  • • Qualitative and inspiring
  • • Clear direction for the team
  • • Ambitious but achievable
  • • Typically 3-5 per cycle

Key Results

  • • Quantitative and measurable
  • • Specific numeric targets
  • • 2-4 per objective
  • • Time-bound outcomes
How It Works

Creating OKRs

  1. 1. Navigate to OKR Plan
  2. 2. Click "Add Objective"
  3. 3. Enter objective title
  4. 4. Add 2-4 key results
  5. 5. Set target values
  6. 6. Assign owners and teams
  7. 7. Set review status to "In Review"

Managing OKRs

  • • Edit objectives and key results
  • • Update targets and owners
  • • Change review status
  • • Use "Review OKRs" for bulk approval
  • • Add comments during review
  • • Export OKRs to Confluence
  • • Delete OKRs (with confirmation)

Planning Tips

  • • Start with the most important objectives first
  • • Ensure key results are specific and measurable
  • • Align objectives with company goals
  • • Get team input during planning
  • • Use the Review OKRs page to streamline approval process
  • • Add comments to provide context and feedback
Review Status & Workflow

Before OKRs become active, they go through a review process to ensure alignment and clarity.

Status Workflow

New
Just created, not yet submitted
In Review
Submitted and being reviewed
Ready for Publish
Approved and ready
Published
Active and ready for check-ins
Rejected
Needs revision

Review Process

  1. 1. Team creates OKRs (New)
  2. 2. Submit to "In Review" status
  3. 3. Leader reviews via Review OKRs page
  4. 4. Leader approves or rejects
  5. 5. Approved OKRs become Published

Review OKRs Feature

The Review OKRs page allows leaders to efficiently review and approve objectives one at a time:

  • • Access via "Review OKRs" button on the Plan page
  • • Navigate through objectives with Previous/Next buttons
  • • View full objective details, key results, and comments
  • • Change review status directly from the review page
  • • Add comments and feedback for the team
  • • Filter by team and cycle for focused review
  • • Edit objectives directly if needed
Export to Confluence

Share your OKRs with stakeholders by exporting them directly to Confluence pages.

How to Export

  1. 1. Navigate to OKR Plan page
  2. 2. Click the "..." menu on an objective
  3. 3. Select "Export to Confluence"
  4. 4. Choose target space and parent page
  5. 5. Click "Export" to create the page

What Gets Exported

  • • Objective title and description
  • • All key results with targets
  • • Owner and team information
  • • Current status and progress
  • • Timeline and dates
  • • Formatted as a Confluence page

Export Tips

  • • Ensure Confluence integration is configured in Settings
  • • Export after OKRs are approved and published
  • • Use a dedicated Confluence space for OKRs
  • • Re-export to update the page with latest progress
Writing Good OKRs

✓ Good Example

Objective: Launch a best-in-class mobile experience

Key Results:

  • • Achieve 4.5+ app store rating
  • • Reach 50,000 active users
  • • Reduce crash rate to <0.5%

✗ Avoid

Objective: Work on mobile app

Key Results:

  • • Fix some bugs
  • • Add new features
  • • Improve performance

Remember

  • • Objectives should inspire action
  • • Key results must have numbers
  • • Target 70% achievement rate
  • • Be ambitious but realistic
Getting Started

Quick Start

  1. 1. Select a cycle
  2. 2. Create 3-5 objectives
  3. 3. Add 2-4 key results each
  4. 4. Set numeric targets
  5. 5. Assign owners

Next Steps

  1. 1. Submit for review
  2. 2. Get approval
  3. 3. Publish OKRs
  4. 4. Start check-ins