Tutorial: managing OKRs with a goal-tracking platform

Sten Pittet - CEO
STen Pittet

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:

Duration:

You'll find 6 videos for a total duration of 49 minutes.

  • How to create an OKRs plan: 11 mins
  • How to structure multiple plans: 6 mins
  • OKRs and cascading (don’t do it): 12 mins
  • How check-ins work: 7 mins
  • Core views and use cases 6 mins
  • Tasks in Tability: 7 mins

Tutorial

A. How to create an OKRs plan

In this section you will look at how you can quickly create a top OKRs plan in Tability by using our editor.

  • Learn about our plan editor.
  • Write your own OKRs and lists strategic projects using tasks under your Key Results.
  • Use any of the 20+ templates in our library.

B. How to structure multiple plans

See how you use sub-plans in Tability to create multiple OKRs plan for the different teams in your organization.

We recommend to avoid individual OKRs, and have a function-based layout instead.

C. OKRs and cascading (don't do it)

Cascading OKRs is a hot topic, and one of the first question that we get about Tability. But, OKRs experts like Christina Wodtke (author of Radical Focus) and Felipe Castro have cautioned against it in the recent years. I have a long form post that covers this topic, and Tability is built to align rather than cascade OKRs.

This means that every team is empowered to create their own OKRs without having to wait on their parent team to be done, and the process keeps the flexibility required to maintain agility during the quarter. It only takes a couple of clicks for folks to adapt their goals in Tability, whereas a cascading-first platform would require to redo the entire structure from the top.

D. How check-ins work

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

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

E. Core views and use cases

Tability follows the principle of 1 view = 1 use case. We believe that simplicity helps teams be more productive, and that a platform does not have to be complex to be powerful.

In this video you'll learn about the main views of Tability, and their corresponding use case.

  • Inbox: know your focus
  • Plans: compare how teams are doing
  • Outcomes: see all your company goals
  • Plan outcomes: check progress on your OKRs
  • Plan tasks: plan the work that helps you achieve your goals
  • Plan insights: see what's getting off-track
  • Public report: share updates outside of your team
  • TV dashboard: display OKRs on a big screen

F. Tasks in Tability

Tability allows you to list tasks along your OKRs, to help you see what the team is working on for each of your Objectives.

In this video you'll learn about tasks management and the different kinds of automation that you can use to save time.

What's next?

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

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