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Set key results

Key Results are the quantitative ways you will measure the success of an objective. While objectives may be aspirational, key results should be objectively measurable rather than intent or opinion. For instance, the objective Keep information confidential and secure might contain the key result Security awareness training within 24 hours for new employees and 0 security breaches. The training will either be done within 24 hours or not and security breaches are measurable -- both are fact-based.

For each objective you may have several results to measure and they can come from various places:

  • Get the result from one or more team members
  • Calculate the result from completion of action items in a workstream or completion cycle time
  • Roll up a result from another key results or multiple results
  • Roll up another objective as a result for your objective
  • Get result data from Jira, Asana, Excel or other system

Pick the type of result that best suits what you're measuring: a basic count that one person will provide, collect metrics from several people, or a result calculated from workstreams or other apps.

For each result, you set the target you're trying to reach and where you're starting from and decide how often you want to measure (daily, weekly, monthly or quarterly).

  Download this discussion primer to help think and talk through your team's key results: TalkingPoints_OKRs.pdf

 

Choosing What to Measure

Most results are a basic count or percentage, but you can get fancy too. Choose what and how you want to measure in the Objective Editor.

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Choose which type of measurement you want to start with in the editor. The editor steps you through setting each result. For step by step instructions on each, follow the Learn links below.

Basic count or percentage from one person: For example, sales revenue from Jorge, number of developers hired from Alice or completion of an IT infrastructure overhaul from Percy. Learn how to set basic results here.

Get data from several people with a group result. You can ask a question that will be answered by a number, currency value or percentage to gather exact values from several people at once. Use yes or a no answer, or ratings on a scale of say, 1 to 10. This is great for quantifying fuzzier concepts like How productive were you this week? Or, Do you have all the tools you need to accomplish your work? Learn how to set up group result key results here.

Calculate progress as work is completed in a workstream to automatically update results. You can calculate that workstream’s completion percentage, the number of action items done or its average cycle time. Learn how to set key results that measure workstream progress here.

Roll up key results from other results to if you want to sum, average or combine other results into one. For instance, a key result could provide the average of sales pipeline across a North American salesforce or total the number of developers hired across departments and locations. Learn how to roll up results here.

Roll up objectives to easily derive top-level business unit objectives from one or more child objectives. For example, you can create a single, top-level objective that automatically rolls up the objectives from ​your e-staff​ objectives. The detail view on the parent objective will show the current status of each ​child objective, and you can click into each one to see individual key result details. Learn how to roll up objectives here.

Update results automatically from JIRA or Asana. Your key result will be updated nightly with the number of tasks that have been completed in the projects you choose to track. Learn more about linking JIRA or ASANA projects to your key results.

Update results in Workboard directly from a Excel or Google spreadsheet. Link cells in your work sheet to your KRs to update results automatically as you make changes in the spreadsheet. Learn more about the linking Excel and Google spreadsheets and key results here.

Update your key results automatically from an external business application: Your organization's technical administrators can set up a data stream to push business data into Workboard from an external application or repository. You can then set that data stream as the source for your results. Learn how to subscribe to a data stream here.

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