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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 data 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

As you create key results in the OKR Wizard, the default is a basic count or percentage -- but you can get fancy too. 

Picture6.pngBasic count or percentage from one person: This is the default key result type. 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.

Advanced Options

To set other key result types, click "Advanced options" and click one of the buttons in the side pane:

  • Automatically pull in data from one or more WorkBoard workstreams. Track progress on your key result based on each 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.
  • Mirror one key result: If another team member is already tracking a result that is relevant to your own objective, you can easily mirror it on your own OKR. Learn how to mirror another key result on your objective here.
  • Roll up key results 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.
  • Survey a group of people: 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. Request a  yes or 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.
  • Cascade results to multiple people: To quickly align your organization to your company's strategic priorities for the quarter, you can easily cascade a key result down through one or more layers of the org chart. As each individual updates their cascaded key result, those values will automatically roll back up through the organization and into your top-level OKR. Learn how to set up a key result cascade here.
  • KPI Catalogue or integrations:
    • 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 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.

You can also update results 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.

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