Objectives and Key Results

This article explains how to use the OKR feature of Agility

Overview

Objectives and Key Results is a framework used by organizations to set and measure goals and track progress towards achieving them. The OKR capability in Agility lets users set clear and measurable objectives, and define specific actionable key results to achieve the set objectives.

Benefits of Using OKRs

The following are some advantages of using OKRs in your organization:

• Alignment - OKRs ensure that everyone in your organization is working towards the same goals.
• Focus - OKRs help teams to focus on what's important.
• Accountability - OKRs hold teams and individuals accountable for their performance.

Prerequisites

• To use the OKR feature in Agility you must have Agility Pro and Premium license.
• Use feature toggle option to enable OKR in Agility.
• To use OKR you need Digital ai Identity Service. For more information, see Getting Started.

Objectives

Agility defines objectives as high-level, qualitative goals that describe what an organization or team aims to achieve. Agility allows users or teams to define their objectives and key results, it also helps organizations to align its teams and individuals around a common goal, track their progress towards that goal, and achieve better results.

User roles

Agility administrators can perform the following actions on OKRs.

• Create Objectives and Key results.
• Create sessions for OKRs.
• Assign or Remove Key results for user created by everyone.
• Set objectives as Private or Public.
• View and modify public or private OKRs created by everyone.

Agility users can perform the following actions on OKRs.

• Create Objectives and Key results
• Assign or Remove Key results to user created by them.
• Set objectives as Private or Public.
• View OKRs marked as public and OKRs created by them.

Key Results

Key Results in Agility are measurable, quantitative outcomes that are used to track progress towards achieving the organizations objectives. The key results lets users assess whether their objective is met or not. Key results are specific, time-bound, and generally include numerical targets or milestones.

Example

The following example lets you understand OKRs in a better way.

Objective

Improve customer satisfaction by 10 % in Q3

Key Results

• Conduct customer satisfaction surveys and achieve an overall score of 8 out of 10
• Reduce customer complaints by 10% by identifying and addressing common issues
• Increase customer retention by 20% through in-time customer/technical support

Objectives and Key Results Page

The objectives and key results page, displays the following details for the OKRs:

• Title - Displays the OKR title
• Owner - Displays the OKR owner
• Session - Displays the session associated with the OKR. Note that only users with administrator privileges can access and create sessions in the OKR sessions page.
• Create Date - Displays the OKR creation date
• Progress - Displays the progress state, the available options are
  • Completed- Indicates that all the key results associated with the objective are complete.
  • In-progress - Indicates that some of the key results associated with the objective are not complete.
  • Not Started - Indicates that none of the key results associated with the objective have started.
• Key Results - Displays the key results for the OKR. The key results for an objective are displayed as a drop-down under the objective in the Objectives and Key Results page.
• Visibility - Displays the visibility attribute associated with the OKR. The available options are:
  • Private - The OKR is visible only to the users who created the OKR and the administrator.
  • Public - The OKR is visible to all the users.

If you want to sort by a column, click on the column, all the entries in the column are displayed in ascending order or from A to Z.

How to Apply Filters in OKR

The filters applicable for OKRs in Agility are:

• Filter by owner - Allows user to filter OKRs based on owner
• Filter By session - Allows users to filter OKRs based on session
• Filter By progress - Allows users to filter OKRs based status.
• Filter By visibility - Allows users to filter OKRs based on whether they are private or public.

The Applied filters indicates the number of filters applied to the OKR. The Clear filters clears the applied filters to the OKR.

The filter icon in the Objectives and Key Results page gets incremented every time a filter is applied to the OKR .