OnePlan

Objectives and Key Results

Updated

This article explains how to build out your Objectives and Key Results.   Objectives and Key Result's (OKR) ensure that the company focuses efforts on the same important issues throughout the organization. For Executives the OKR will capture the organizations strategic focus.  For Departmental groups the OKR will capture how to contribute to the company strategy.  When data is updated with progress on strategies or initiatives the data can be seen in real-time.  

Open My Strategy

Click on My Strategy from the navigation bar.  In this example we will make sure our Plan Type is Objective.  Once you have switched to the Objective Plan Type you will be able to create a new Objective.

Click on the New Button and select New Objective

Objective Name

Enter the name of your objective.  In this example will we use Establish the highest support satisfaction.  Click  Add Plan.  Then, you will see the Details pane on the right side of the screen.   Click on the 4 lines and go to Details.  This will take you to the full screen of the Objective.

Objective Information

Complete the Objective field information.  The page is editable and you may always return to the Details page throughout the life of the plan.  This form will save automatically as updates are made.  Notice you can associate this to a Portfolio, Program, or Goal to further track information about the Objective.

Enter Prioritization Fields

We now need to prioritize our Objective to see where it fits in the overall strategy of the organization.

Enter Key Results

From within our Objective we can start entering our Key Results.  Scroll towards the bottom of the screen to enter them within the Objective. Click on New Item and type in the name of your Key Result Reduce hold time by 50% and click on Add Plan.  Again the details pane will come up on the right side of the screen.

Key Results can also be added from the My Strategy Navigation Icon.  In this example we will make sure our Plan Type is Key Result.  Once you have switched to the Key Result Plan Type you will be able to create a new Key Result.

Click on the New Key Result this will ask for the parent Objective that has already been added to the system.  Select our Objective Establish the highest support satisfaction then name our next Key Result of Launch New Knowledge Base for client base and click Add Plan.  Then, you will see the Details pane on the right side of the screen.   Click on the 4 lines and go to Details.  This will take you to the full screen of the the Key Result

Complete the Key Results field information.  The page is editable and you may always return to the Details page throughout the life of the plan.  This form will save automatically as updates are made.  The Objective field should show the item you selected upon creation of the Key Result.  

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