OKR CHEATSHEET

Cascading goals
Long
term

Vision

2014

Mission

Q3

Goals

Now

Strategies

Where

Mission &
Vision
Annual
Objective 1
Quarterly
Objective 1

Annual
Objective 2

Quarterly
Objective 2

Key
Result 1

Mission &
Vision

Objective

Quarterly
Objective 3

How

Key
Result 2

Quarterly
Objective 1

Objective

Objective

Quarterly
Objective 2

Quarterly
Objective 3
Todo

Todo

Tactics
Action Plans

Todo

Todo

Todo

Todo

Todo

Set quarterly & annually

OKRs

= Objectives (3) + Key results (3)

50:50

Measurable, graded
each quarter

70% Stretch

Cascaded

Public

Up/Down

Company

Team

Individual

Negotiated

Weekly discussion
Priorities this week

OKR Confidence

P1: Get design work signed off

P2: Finish specification for feature x
P3: Resolve big bug

Objective: Increase revenue ith new

products
KR: PPL - 5/10
KR: National - 5/10
KR: State of nation - 5/10

Next 4 weeks projects

Health

Team health: Green / Yellow / Red

Launch pilot of new feature

Improve sign-up process
Launch call tracking
Launch new feature to all users

Advisor health: Green / NPS: 8,9

Everyone to draft their next Q1s

OKRs and align to their manager

Dec.
Set and communicate Q1s
organization OKRs

www.TightShip.io

Objective

Managers to have 1:1s at least

once a month with their direct
reports to review progress on OKRs

Jan.

Feb.
Managers to meet with their direct
reports to close and assess last Q4s
OKRs and approve Q1s OKRs