Tutorial: managing OKRs with a goal-tracking platform

Many teams begin their OKRs journey by using spreadsheets. It's a great way to get started, but the process can quickly become cumbersome as the team grows. Fortunately a goal-tracking platform like Tability can simplify things and make OKRs tracking a breeze.

In this tutorial I will show you how you can create your first OKRs plan within minutes and how you can easily keep track of progress during the quarter.

Requirements

Prerequisites:

• A Tability account.

Duration:

You'll find 5 videos for a total duration of 25 minutes.

• What is Tability? (5 min)
• Setting up your workspace (5 min)
• Using the plan editor (6 min)
• Organising your workspace with multiple teams (4 min)
• How to track and review progress (5min)

Tutorial

1. What is Tability?

This introduction video will help you understand what Tability is about:

• See how Tability compare to a spreadsheet for OKRs.
• Take a look at the core features.

2. Setting up your workspace

Make sure that your workspace is properly configured before bringing your team on board.

• How to configure the reminders workflows.
• How to update the terms used on the platform to map your preferred framework.
• Best practices for inviting your team.

3. Using the plan editor

Learn about our plan editor, and see how you can add your OKRs to Tability.

• General structure of the plan editor.
• How to set real targets.
• How to add goals without targets.

4. Organising your workspace with multiple teams

See how you use sub-plans in Tability to organise OKRs for the different teams in your org.

• How to use plans and sub-plans.
• How the Strategy Map works with the plans hierarchy.
• Recommendations for team vs. individual OKRs.

5. How to track and review progress with your team

A short video that looks at how progress check-ins work in Tability:

• Learn about check-ins reminders
• How to update progress on your KRs with the check-ins form
• See progress trends and related discussions for a specific outcome.

What's next?

Want more tips on OKRs? We have a keynote for you.