Connected OKRs

Connected OKRs adoption pathway

1. Get started

2. Design and set up

3. Capability usage

4. Reports and outputs

Audience	Portfolio manager, portfolio leadership, product manager, project manager, team member
Objective	Gain more value from Connected OKRs with these recommendations and steps for end users.

Get started using Connected OKRs

Step	Role	Description
Brainstorm and define objectives	Portfolio manager, portfolio leadership, product manager, project manager, team member	Brainstorm and define your objectives. Objectives should be ambitious, time-bound, and possible to implement in current conditions. OKR Examples How to Write OKRs
Create objective	Portfolio manager, project manager, team member	Create a new objective in either Planview Portfolios or Planview AgilePlace.
Align with relevant parent and child objectives	Portfolio managers, project managers, team members	Connect objectives using parent-child relationships across your strategic hierarchy and AgilePlace boards. With connected OKRs, the parent or child objective can be on a Planview AgilePlace board or in Planview Portfolios.
Create and define current and target metrics (key results) for objectives	Portfolio managers, project managers, team members	Create one or more key results for each objective to track the progress your organization makes toward completing each objective. Create a key result for an objective in Planview Portfolios Create a key result for an objective in Planview AgilePlace
Align key results with activities	Portfolio managers, project managers, team members	Activities such as work items and cards capture your work toward key results. In Planview Portfolios, connect one or more work items to a key result to help manage the progress of the key result. In Planview AgilePlace, connect cards on boards to a key result to help manage the progress of the key result. Align key results with activities (work) Align key results with activities (cards)
Review and monitor progress	Portfolio managers, project managers, team members	Periodically update key results with the progress your organization makes. This contributes to the calculation of the objective’s overall performance. Update progress in Planview Portfolios Update progress in Planview AgilePlace
Adjust plan as necessary	Portfolio managers, project managers, team members	As progress toward key results is made, review the overall strategic plan to ensure that your focus remains on the right initiatives and activities, and adjust your plan as needed.
Complete objective	Portfolio managers, project managers, team members	Your objective is completed once your key results are met.

Enablement resources for Connected OKRs


Resource	Description
Connected OKRs	Product help page that introduces Connected OKRs.
Managing OKR Settings for Connected Products	An overview of how to manage OKR levels and custom attributes for connected products.