The Tability Method
Foundations

TL;DR

Don't have much time? Here's everything you need to know in 1 post.

How to roll OKRs in one week

  • ‍Day 1: Foundations
    ‍
    Read Part 1 together, draft one Objective + KRs.‍
  • Day 2: Prep
    ‍
    Share past metrics, strategy, capacity.‍
  • Day 3: Frame
    ‍
    Run the 2‑hour workshop and publish the OKRs (some targets might still need to be agreed upon).
  • Day 4: Instrument
    ‍
    Finalise baselines, targets, owners, and hook up dashboards.‍
  • Day 5: Map the bets
    Start adding the strategic initiatives that will help you make progress on your key results.

Roles you need

  • Decider: breaks ties, sets constraints (budget, risk). Present in the framing phase, but optional in weekly reviews unless a decision stalls.‍
  • Facilitator: runs the clock, keeps you inside the rules, calls the next step.‍
  • KR Owners: update numbers and commentary weekly. Propose next bets.‍
  • Sponsor (optional): executive who clears blockers and reinforces cadence.

One person can wear multiple hats in small teams.

Non‑negotiable: every KR has one named owner.

Cadence you’ll run

Weekly on Mondays (30 min)

  1. Scan red/yellow/green KR updates
  2. Discuss the yellow items first
  3. Make calls between continuing/pivoting/stopping
  4. Assign next bets

Monthly objectives health checks(30 min)
How are things progressing? Are we moving in the right direction? Should we do things differently?

Quarterly retrospectives(90 min)
Retro + decision to roll, evolve, or drop objectives. Note learnings and find opportunities for improvements.

Adoption success metrics

Track these to know the system is working:

  • Check‑in compliance ≥ 90% (updates posted before the meeting).
  • On‑time review rate ≥ 90% (meeting happens within 24h of schedule).
  • Decision latency on yellows ≤ 14 days (no more than 2 consecutive weeks with a yellow status).
  • % KRs with baseline & target = 70% (most OKRs should be measurable).
  • Owner load ≤ 7 KRs per person.
  • Outcome focus ≥ 70% of meeting time on outcomes / decisions, not on status narration.

Guardrails (print these)

  1. 3 Objectives max, and 2–4 KRs per Objective.
  2. One owner per KR.
  3. Weekly check‑ins and review meetings every Monday.
  4. No BAU in OKRs. Track business as usual (BAU) as health metrics or KPIs elsewhere.
  5. Two yellows max. Third update flips green or red.
  6. Score to your culture. Keep R/Y/G simple and avoid grading theatre

Glossary (short and practical)

  • Objective: A short headline that describes a changed state customers or the business will feel by quarter end. No metrics.
  • Key Result (KR): A measurable signal that proves the Objective is happening. 2–4 per Objective. One owner.
  • Initiative / Bet: A project or action you believe will move a KR. Treated as a hypothesis. Replace freely.
  • Confidence‑based KR: Temporary KR scored R/Y/G when you can’t measure yet. You commit to instrument it next cycle.
  • Health metric / KPI: A BAU or platform signal you monitor (uptime, support SLA, cost/unit). Tracked outside OKRs.

Example quarter timeline

  • 3 weeks before the quarter: Frame the Quarter workshop → create draft OKRs
  • 2 weeks before the quarter: Instrument metrics, confirm baselines & targets.
  • 1 week before the quarter: Identify strategic initiatives that map to the OKRs.
  • W1–W11: Weekly Monday OKR Reviews and monthly health checks (W4, W8).
  • W12: Retro

If you only remember five things

  1. Meet weekly. Feedback loops beat perfect plans.
  2. Yellows first. Surface risk early and decide fast.
  3. One owner per KR. Shared ownership is no ownership.
  4. No BAU in OKRs. OKRs are for change.
  5. Keep it light. Trim words, shorten meetings, move with data.

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