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Objectives and Key Results

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Objectives and Key Results

The Objectives and Key Results capability’s enablers include Enterprise OKRs, Portfolio OKRs, Program OKRs, and Team OKRs. Each capability within the Planview Capability Framework has a distinct set of features and functionality, business processes, best practices, and analytics and reports that deliver value to customers in the form of specific business outcomes.

Objectives and Key Results Business Outcomes

Enterprise OKRs

  • We can understand the enterprise/company-level strategy and objectives.

Portfolio OKRs

  • We can demonstrate the contribution of epics towards desired outcomes and make investment decisions at the portfolio level.

Program OKRs

  • We can understand how best to contribute to the defined objectives and how epics are informing them.

Team OKRs

  • We can track against the features being delivered and get early awareness of the provided value.

At every level:

  • Create objectives and associate the relevant key results for tracking.
  • Measure the progress of OKRs by capturing associated metrics for the key result scores.
  • Track the activity history for the key result progress changes for auditability.
  • Align work activities with key results by connecting the relevant cards.

Objectives and Key Results Processes

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The objectives and key results capability provides a framework for defining, aligning around, executing, and measuring progress toward key organizational goals, linking ​organizational and team goals to measurable outcomes in a hierarchical way.

           

Clarizen OKRs Process Steps

​Objectives and key results (OKRs) are often adopted by organizations that want to be more outcome-driven. By setting objectives you establishe accountability, which keeps your teams focused on outcomes rather than deliverables.

Clarizen OKRs Process Flow.jpg

OKRs Process Flow

           

Process Step Description
Create the project (team)     Create the project.
Create the program Create the program.
Create the portfolio Create the portfolio.
Add and define related objectives  From a project, program, or portfolio, add a related objective. Existing objectives may be reused, or a new objective may be created.
Create and define the related targets

From the objective, add a related target. Existing targets may be reused, but commonly a new target will need to be created.

Once the target is saved, define the target attributes and other information. Common fields to track are Description, Unit, Unit Type, Unit Scale, Initial Value, Initial Date, Target Value, Target Date. 
Create and define the contributions    
 

From the target, portfolio, or work item, add a related contribution. 

Once the contribution is saved, add planned dates and values, attributes, etc. The Unit field will always be inherited from the target that it is linked to.

The Planned and Actual Value fields of all Contributions linked to the same target will roll up to the Direct Planned and Actual Contribution values of that Target respectively.
Add actual value and dates Keep Planned Value, Date, Actual Value, and Date fields up to date. 

           

 

 

  LeanKit Enterprise OKRs Process Steps

Enterprise OKRs define the company-level objectives. These are informed by your long-term strategy for the organization. 

           

Enterprise OKRs Process Flow.jpg

Enterprise OKRs Process Flow

           

Process Step Description
Create and define objectives

Portfolio objectives should be ambitious, definable in concrete terms, and able to be implemented in current conditions and timebox.

For more information, see the following articles:
Define current and target metrics (key results) for objectives Portfolio key results should be clearly defined, measurable, and easily verifiable within a realistic timeline.
Monitor progress through key results

Portfolio owners should periodically review the current state of key results to see whether they are making progress toward the objective.

           

TIP

  • Track progress towards OKRs using early indicators, such as website traffic, app usage, and in-app feedback.
  • Use direct customer feedback through social media engagement, focus groups, and other channels to assess the progress of any given initiative.
  • Objectives can be long-lived (a year or longer), while key results evolve as the work progresses.

           
Adjust strategic plan as necessary As progress toward key results is made, the overall strategic plan should be reviewed periodically to ensure that focus remains on the right initiatives and activities.

           
 

           

LeanKit Portfolio OKRs Process Steps

Portfolio OKRs crystallize your strategic themes and investment objectives. OKRs owned by the Portfolio should demonstrate the contribution of epics towards desired outcomes and help you with investment decision-making.   

           

Portfolio OKRs Process Flow.jpg

Portfolio OKRs Process Flow

           

Process Step Description
Create and define objectives

Portfolio objectives should be ambitious, definable in concrete terms, and able to be implemented in current conditions and timebox.

For more information, see the following articles:
Define current and target metrics (key results) for objectives Portfolio key results should be clearly defined, measurable, and easily verifiable within a realistic timeline.
Monitor progress through key results

Portfolio owners should periodically review the current state of key results to see whether they are making progress toward the objective.

           

TIP

  • Track progress towards OKRs using early indicators, such as website traffic, app usage, and in-app feedback.
  • Use direct customer feedback through social media engagement, focus groups, and other channels to assess the progress of any given initiative.
  • Objectives can be long-lived (a year or longer), while key results evolve as the work progresses.

          
Adjust portfolio plan as necessary As progress toward key results is made, the overall portfolio plan should be reviewed periodically to ensure that focus remains on the right initiatives and activities.

    

    

           

LeanKit Program OKRs Process Steps

Program OKRs assist with vision setting and provide context as epics are unpacked, looking for features that will contribute to the defined objectives. 

           

Program OKRs Process Flow.jpg

Program OKRs Process Flow

           

Process Step Description
Create and define objectives

Portfolio objectives should be ambitious, definable in concrete terms, and able to be implemented in current conditions and timebox.

For more information, see the following articles:
Define current and target metrics (key results) for objectives Portfolio key results should be clearly defined, measurable, and easily verifiable within a realistic timeline.
Monitor progress through key results

Portfolio owners should periodically review the current state of key results to see whether they are making progress toward the objective.

           

TIP

  • Track progress towards OKRs using early indicators, such as website traffic, app usage, and in-app feedback.
  • Use direct customer feedback through social media engagement, focus groups, and other channels to assess the progress of any given initiative.
  • Objectives can be long-lived (a year or longer), while key results evolve as the work progresses.

          
Adjust program plan as necessary As progress toward key results is made, the overall program plan should be reviewed periodically to ensure that focus remains on the right initiatives and activities.

         

    

           

LeanKit Team OKRs Process Steps

Team OKRs align with features and provide discipline when articulating outcomes rather than solutions. This supports the creation, definition and tracking of Objectives and Key Results at the enterprise, portfolio, program and team levels.

           

Team OKRs Process Flow.jpg

Team OKRs Process Flow

           

Process Step Description
Create and define objectives

Portfolio objectives should be ambitious, definable in concrete terms, and able to be implemented in current conditions and timebox.

For more information, see the following articles:
Define current and target metrics (key results) for objectives Portfolio key results should be clearly defined, measurable, and easily verifiable within a realistic timeline.
Monitor progress through key results

Portfolio owners should periodically review the current state of key results to see whether they are making progress toward the objective.

           

TIP

  • Track progress towards OKRs using early indicators, such as website traffic, app usage, and in-app feedback.
  • Use direct customer feedback through social media engagement, focus groups, and other channels to assess the progress of any given initiative.
  • Objectives can be long-lived (a year or longer), while key results evolve as the work progresses.

          
Adjust team plan as necessary As progress toward key results is made, the overall team plan should be reviewed periodically to ensure that focus remains on the right initiatives and activities.

 

      

Related Capabilities

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