How do I run my first OKR cycle?
OKRs Tool
Last Update 9 months ago
Running your first OKR cycle is simple. Follow these steps:
1. Create OKR
Start by creating a new OKR cycle by clicking "Create OKR" at the top of the app.
2. Choose your cycle details
Select:
3. Add your Objective and Key Results
Define your main Objective and add measurable Key Results.
Set the metric type, starting value, and target value.
Click Add to cycle to finalize.
4. Add a Department OKR
Create a new OKR cycle and choose Department as the scope.
Select the relevant department and align its Objective to the organization-level OKR.
5. Add a Team OKR
Repeat the process for individual teams.
Choose Team as the scope and align the team OKR to the relevant department or organization OKR.
6. Invite your team members
Go to Teams and click Add Team Member to invite users via email.
Once added, they can contribute to OKRs and update progress.
7. Start updating progress
Click Update on a Key Result to enter the latest value.
Add a short comment and optionally set a manual status (On Track, At Risk, Behind, or Blocked).
Submit to log the update.
8. Check in weekly
Update progress consistently throughout the quarter.
Weekly check-ins keep everyone aligned, highlight risks early, and ensure steady momentum toward your goals.
That’s it — one organization goal, aligned department and team OKRs, consistent weekly updates, and you’re officially running your first OKR cycle
1. Create OKR
Start by creating a new OKR cycle by clicking "Create OKR" at the top of the app.
2. Choose your cycle details
Select:
- Scope (Organization)
- Cycle duration (e.g., Quarterly)
- Start period and year
- Click Next to continue.
3. Add your Objective and Key Results
Define your main Objective and add measurable Key Results.
Set the metric type, starting value, and target value.
Click Add to cycle to finalize.
4. Add a Department OKR
Create a new OKR cycle and choose Department as the scope.
Select the relevant department and align its Objective to the organization-level OKR.
5. Add a Team OKR
Repeat the process for individual teams.
Choose Team as the scope and align the team OKR to the relevant department or organization OKR.
6. Invite your team members
Go to Teams and click Add Team Member to invite users via email.
Once added, they can contribute to OKRs and update progress.
7. Start updating progress
Click Update on a Key Result to enter the latest value.
Add a short comment and optionally set a manual status (On Track, At Risk, Behind, or Blocked).
Submit to log the update.
8. Check in weekly
Update progress consistently throughout the quarter.
Weekly check-ins keep everyone aligned, highlight risks early, and ensure steady momentum toward your goals.
That’s it — one organization goal, aligned department and team OKRs, consistent weekly updates, and you’re officially running your first OKR cycle