Funkcióútmutatók
Goals & OKRs

Setting Up and Managing OKRs

Objectives & Key Results (OKRs) help your organization align individual goals with company priorities. Leadbacker's OKR module has four building blocks: Company Mission (CM), Corporate Objectives (CO), Objectives (O), and Key Results (KR). Key Users manage the company level; everyone else works on personal objectives and key results.

Ki használhatja ezt a funkciót

  • Key User — Company OKR page, Company Mission, Corporate Objectives, plus personal OKRs
  • Leadbacker / Feedbacker — My OKR page; create and manage personal Objectives and Key Results

Előfeltételek

  • Key User role to set the Corporate Mission and create Corporate Objectives
  • Configure the Corporate Mission in Settings before rolling out OKRs to the organization

Lépések

Set the Corporate Mission (Key User)

  1. 1Go to Settings and find the Corporate Mission field.
  2. 2Enter the mission statement and click Save.

Create a Corporate Objective (Key User)

  1. 1Go to Company OKR and click + New Corporate Objective.
  2. 2Fill in Title, Accountable user, Responsible users or groups, Start date, and End date.
  3. 3The Accountable user must click the Lock button to approve it before the team can work on it. Once locked, it cannot be edited.

Create an Objective (any role)

  1. 1Go to Company OKR (Key Users) or My OKR (all users) and click + New Objective.
  2. 2Fill in Title, alignment to a Corporate Objective (or 'No alignment'), Accountable, Responsible, Start date, and End date.
  3. 3The Accountable must lock the Objective before Key Results can be added.

Create a Key Result

  1. 1Open an approved Objective and add a Key Result.
  2. 2Fill in Title, Type (Scale 0–100%, Amount with a target value, or Binary Done/Not done), Responsible, dates, and Weight.
  3. 3Once locked by the Accountable, Responsible users update progress using the Update button.

Fontos megjegyzések

  • All items can only be edited while in Draft mode — before the Accountable locks them.
  • Objective progress = weighted average of its Key Results.
  • Statuses update automatically: Not active yet → In progress → Overdue → Completed → Archived.
  • Export any table with the Download button; view change history with the Information button.

GYIK

Kapcsolódó témák

  • Development Dialogues — OKR progress is reviewed in the Objectives & Key Results workflow step
  • Settings — Corporate Mission configuration
02Running a My360 Evaluation04 Development Dialogue Batches & Workflows

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