OKR Review

End-of-Cycle OKR Review (Typically Quarterly):

• Assess Overall Achievement: Evaluate how well you achieved your Objectives and Key Results for the entire cycle.

• Retrospective to reflect on Lessons Learned: What worked well? What could be improved?

• Celebrate Successes: Recognize and celebrate achievements.

• Re-align with long or mid-term targets (Strategy, Roadmap, yearly targets)

• Set New OKRs: Based on the review, set new OKRs for the next cycle.

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Existing OKR Review or OKR process audit:

We will evaluate the quality and effectiveness of your current OKR and overall the effectiveness of your OKR implementation including the motivation and adoption of all leader and staff levels. This can also include looking how OKRs tie in your performance evaluation ideally on a company and team level and how individual performance measurement could be replaced by more modern and agile methods.

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Auditing Existing OKRs

1. Relevance and Alignment:

   • Question: Are the Objectives and Key Results still aligned with the organization's overall strategic goals and priorities?

   • Indicators of a Problem:

     • OKRs are not directly contributing to the strategic goals.

     • There's a disconnect between the OKRs and the day-to-day work of teams.

     • Strategic priorities have shifted, but the OKRs haven't been updated.

2. Ambition and Challenge:

   • Question: Are the Objectives sufficiently ambitious and challenging? Are they stretching the organization to achieve more?

   • Indicators of a Problem:

     • OKRs are consistently being easily achieved.

     • Team members don't feel challenged by the OKRs.

     • The OKRs are not driving significant improvement or innovation.

3. Measurability and Clarity:

   • Question: Are the Key Results clearly defined, measurable, and quantifiable? Can progress be tracked objectively?

   • Indicators of a Problem:

     • Key Results are vague or subjective.

     • There's no clear way to measure progress.

     • Data is unreliable or difficult to access.

4. Achievement and Progress:

   • Question: What progress has been made on the OKRs to date? Are they on track to be achieved?

   • Indicators of a Problem:

     • Progress is significantly behind schedule.

     • Confidence levels are low.

     • There are unresolved roadblocks preventing progress.

 

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 Reviewing the OKR Process

1. OKR Setting Process:

   • Question: Is the process for setting OKRs clear, well-defined, and consistently followed?

   • Indicators of a Problem:

     • The OKR setting process is unclear or inconsistent.

     • Stakeholders are not involved in the process.

     • The process takes too long or is too complex.

2. Goal Setting Communication & Transparency:

   • Question: Are the OKRs effectively communicated to all stakeholders? Is progress tracked and shared transparently?

   • Indicators of a Problem:

     • Stakeholders are unaware of the OKRs.

     • Progress is not tracked or shared transparently.

     • Communication is infrequent or unclear.

3. OKR Check-in & Review Process:

   • Question: Is the check-in and review process effective at tracking progress, identifying roadblocks, and making adjustments?

   • Indicators of a Problem:

     • Check-in meetings are infrequent or ineffective.

     • Discussions are superficial and don't lead to action.

     • Roadblocks are not addressed or resolved.

4. OKR Tools & Technology:

   • Question: Are the tools and technology used to support the OKR process effective and user-friendly?

   • Indicators of a Problem:

     • The tools are difficult to use or lack key functionality.

     • The tools are not integrated with other systems.

     • Users are frustrated with the tools.

5. Agile Culture & Adoption:

   • Question: Is there a culture of support for the OKR process? Are employees engaged and committed to achieving the OKRs?

   • Indicators of a Problem:

     • Employees are unaware of the OKR process.

     • Employees don't understand the purpose of the OKRs.

     • Employees are not engaged or committed to achieving the OKRs.

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Key Outputs of the OKR Audit/Review:

• A clear assessment of the quality and effectiveness of the existing OKRs.

• Identification of strengths and weaknesses in the OKR process.

• Specific recommendations for improvement.

• A plan for implementing the recommendations.

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We can conduct a comprehensive audit and review of your OKRs and OKR process to ensure that you are maximizing their value and achieving your strategic goals. ​​​​​