[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
What’s the difference between KPIs and OKRs?<\/h2>\n
Are they the same thing? Not exactly. KPI \u2013 or key performance indicator \u2013 is another type of performance measurement, but KPIs are more focused on reporting results. These results are used to evaluate the success of a business or an individual project. In contrast, OKRs are goal-oriented. OKRs are also more specific and narrow, with results that can be measured in a numerical format.<\/p>\n
Whereas KPIs tend to remain the same over long stretches of time, OKRs are focused on short-term goals. The progress of OKRs is tracked over a defined time period: usually a business quarter.<\/p>\n
It can be a little confusing. The OKR method helps you to focus on the most important tasks right now. Therefore some of your KPIs (the most urgent ones) may be included in your OKRs![\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
How to track OKRs<\/h3>\n
With a focus on achieving concrete goals in short timeframes, the OKR framework has become popular among tech companies operating in a fast-paced environment. It’s ideal for startups and other teams who want to grow fast.<\/p>\n
Having said that, it\u2019s an effective and simple system that can be implemented anywhere, by anyone. Maybe you just want to organize your daily life as effectively as Google?<\/p>\n
No matter what kind of plan, project, or business you have, OKRs simply help you to get stuff done. But how can you measure and track OKRs?<\/p>\n
There are various performance management tools out there, but there is actually no need to invest in any new software. You can create an effective OKR tracking system using an OKR template in Google Sheets.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_5,2_5″ make_equal=”on” _builder_version=”4.22.2″ _module_preset=”default” background_color=”#F6F8F9″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” text_font_size_tablet=”17px” text_font_size_phone=”17px” text_font_size_last_edited=”on|phone” header_4_font_tablet=”” header_4_font_phone=”” header_4_font_last_edited=”on|tablet” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Sign up for Sheetgo and start tracking OKRs<\/span><\/span> and department progress<\/h4>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/okrs” url_new_window=”on” button_text=”INSTALL FREE TEMPLATE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/10\/Company-OKRs-master-sheet-1.png” alt=”okr template google sheets dashboard” title_text=”Company OKRs master sheet 1″ _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Why use Google Sheets to manage OKRs?<\/h3>\n\n- Flexible: Online spreadsheets can be used for anything, and that includes OKR and performance management. Thanks to their versatility, you can adapt the sheets whenever you need to make changes. No coding or IT support required.<\/li>\n
- Accessible: cloud-based spreadsheets allow you to monitor your team\u2019s targets and progress from your laptop or mobile at any time, in any place. Plus you\u2019ll save money on unnecessary software by keeping everything in trusty spreadsheets.<\/li>\n
- Compatible with everything: All other software packages integrate with Google Sheets. As a consequence, you can quickly import data from other areas of the business, such as HR or finance, centralizing everything in spreadsheets.<\/li>\n
- Easy to use: It\u2019s likely that most of your team can already use spreadsheets, so it\u2019s easy to introduce a sheet-based OKR system without training. On top of that, the system is future-proof and simple to maintain.<\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
How to get started<\/h3>\n
Sheetgo\u2019s OKR template in Google Sheets is a template for an entire workflow. It\u2019s a pre-built system for automated OKR tracking that can be used by any team, in any company. The template gives each department a simple way to log and monitor their progress, as individuals and teams. At the same time, managers get an overview of how the entire company is performing.<\/p>\n
Each department gets their own private dashboard:<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/06\/OKR-TEMPLATE-GOOGLE-SHEETS-SALES.png” alt=”OKR TEMPLATE GOOGLE SHEETS SALES” title_text=”OKR TEMPLATE GOOGLE SHEETS SALES” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
What’s a spreadsheet-based workflow template?<\/h3>\n
A regular spreadsheet template is a single file containing tables, charts, layouts, and formulas \u2014 but a Sheetgo workflow template is an entire system. It\u2019s a group of connected Google Sheets that send data back and forth between them.<\/p>\n
This means you can share data with others without having to share your spreadsheet. Every individual or department gets to work autonomously in their own file.<\/p>\n
A spreadsheet-based workflow template gives you:<\/p>\n
\n- Organization and data privacy: Each file is dedicated to one task, which keeps data flows secure and separated.<\/li>\n
- Scalability: Google Sheets\u2019 sharing function is powerful but multiple people working in the same spreadsheet can make the file heavy and slow. Separating data in individual spreadsheets keeps the system working smoothly. To expand the template for more departments, you can simply duplicate one of the spreadsheets and share it with additional teams.<\/li>\n
- Integration: In addition to being able to import data from different software, a spreadsheet-based workflow allows managers to merge data from departments. In a few clicks, you can connect your purchase order workflow with your budget workflow<\/a> (or those from other departments) to generate top-level reports.<\/li>\n<\/ul>\n
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What you get with this template:<\/h3>\n
When you install the Sheetgo Company OKR template in Google Sheets, seven Google Sheets files with ready-made Sheetgo connections are saved to your Google Drive:<\/p>\n
\n- Six Department<\/strong> spreadsheets in a folder. Rename and share these files with each team and make as many copies as you need for additional departments. The team uses their file to set their objectives and key results and to update their progress individually.<\/li>\n
- One Company OKRs master sheet<\/strong> for the manager(s). Data flows into this file from the Department spreadsheets, providing an overview of all Team Objectives and Key Results in tables and dashboard charts.<\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/09\/management-okr-source-full.png” align=”center” module_class=”sheetgo-post-no-shadow-img” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
How to get the workflow template<\/b><\/h3>\n
Click on the blue button below to install the Sheetgo Company OKR template in Google Sheets.<\/p>\n
[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/okrs” url_new_window=”on” button_text=”INSTALL FREE TEMPLATE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|30px|0px|false|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
\n- Login to Sheetgo with your Google, Microsoft, or Dropbox account.<\/li>\n
- Click Install template<\/strong>.<\/li>\n
- Wait a few moments while Sheetgo creates copies of the files and connects them.<\/li>\n<\/ol>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
The OKR template in Google Sheets opens inside Sheetgo.\u00a0<\/p>\n
In the workflow diagram on the right side of your screen, you will see arrows running from the folder of Department spreadsheets into the master sheet. These are the Sheetgo connections that transport data from file to file.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/10\/OKR-template-in-Google-Sheets-install-1-1.png” alt=”OKR template in Google Sheets open screen” title_text=”OKR template in Google Sheets install 1 (1)” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
How to use the OKR template<\/h3>\nStep 1: Share the department sheets<\/h4>\n
Open the Department files by clicking on Workflow in the side panel and double click on the folder icon. Take a few minutes to familiarize yourself with the files so you can see how the template works.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2020\/10\/OKR-template-department-sheet-folder.png” alt=”OKR-template-department-sheet-folder” title_text=”OKR-template-department-sheet-folder” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
You will notice that these\u00a0Department<\/strong> files contain sample data.<\/p>\nRename each file for the teams in your company and delete the sample data or instruct each team leader to overwrite this information when they start using the template.<\/p>\n
Share the file with team leaders, if they will be the ones responsible for updating the progress of each of their team members.<\/p>\n
Alternatively, if you want to grant everyone in the team edit access, you can share the spreadsheet with everyone in the department.<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Step 2: Teams set their OKRs<\/h4>\n
Firstly, each department should agree their objectives as a team and enter them into the Team Objectives<\/b> tab.<\/p>\n
Each objective should have a title that clearly distinguishes it from the others. This will help you allocate key results to the correct objective.<\/p>\n
If you need guidance or inspiration for how to set OKRs, check out our tips below.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_5,2_5″ make_equal=”on” _builder_version=”4.22.2″ _module_preset=”default” background_color=”#F6F8F9″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|12px|12px|12px|12px” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” text_font_size_tablet=”17px” text_font_size_phone=”17px” text_font_size_last_edited=”on|phone” header_4_font_tablet=”” header_4_font_phone=”” header_4_font_last_edited=”on|tablet” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Start tracking individuals’ OKRs<\/span><\/span> and department progress<\/h4>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/okrs” url_new_window=”on” button_text=”INSTALL FREE TEMPLATE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Step 2: Teams set their OKRs<\/h4>\n
Firstly, each department should agree their objectives as a team and enter them into the Team Objectives<\/b> tab.<\/p>\n
Each objective should have a title that clearly distinguishes it from the others. This will help you allocate key results to the correct objective.<\/p>\n
If you need guidance or inspiration for how to set OKRs, check out our tips below.<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Tips for setting OKRs<\/h4>\n
Your company doesn’t have to be a Silicon Valley giant to implement the simple and effective OKR method. No matter the size of your organization, OKRs can help align goals, motivate your team, and keep everyone on the same page. We\u2019ve created a free OKR template for you to use in Google Sheets. But before you start working on the spreadsheet, let’s look at how you define objectives and goals.<\/p>\n
Objectives<\/h5>\n
Are objectives the same as goals? No \u2013 think of a goal as a destination, and objectives as the roadmap you need to achieve your goal. Objectives are the building blocks towards achieving goals.<\/p>\n
Make your objectives SMART:<\/p>\n
S – Specific<\/em>
\n M – Measurable<\/em>
\n A – Achievable<\/em>
\n R – Realistic<\/em>
\n T – Time-bound<\/em><\/p>\nBy choosing SMART objectives and sharing them with your team or organization, you avoid any potential confusion. You should thoroughly account for all of the top-level goals of the organization, and each objective should be assigned to a responsible person or team. On top of that, it is best to have as much detail as possible when dictating tasks so that nothing is missed, shelved, or put on the wrong employee.<\/p>\n
As a best practice, we recommend taking a top-down approach when setting objectives. Firstly, you should set company-wide goals, then divide responsibilities by department, followed by individuals.<\/p>\n
Remember that collaboration is key, and you may find that it is best to make people from different departments work on the same objective. When assigning objectives to employees it is important to get their buy-in. Therefore we don’t recommend that you dictate tasks and outcomes to your employees.<\/p>\n
Instead, have each member of your team adopt an achievable piece of the project through consensus. Having everyone on board during the objective setting process will foster a sense of ownership for individual work, along with a sense of cohesion and community towards the end goal.<\/p>\n
Take note<\/h5>\n
OKRs are designed for employee management rather than employee evaluation, so they are not normally used to determine compensation or promotions, although they can be one factor in performance reviews.<\/p>\n
Experts recommend limiting the number of objectives to between three and five \u2013 OKRs are designed to help you focus on priorities. It\u2019s not about tracking every single task you do.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/10\/OKR-template-in-Google-Sheets-Objectives-input-1.png” alt=”OKR template in Google Sheets objectives input” title_text=”OKR template in Google Sheets – Objectives input 1″ align=”center” _builder_version=”4.16″ _module_preset=”default” width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Step 3: Teams set their Key Results<\/h4>\n
In the Key Results<\/strong> tab, choose an Objective<\/strong> from the dropdown menu and enter how you will achieve that goal in Column B: Key Result<\/strong>. Remember that key results must be measurable. Get more advice in the Key Results tips below.<\/p>\nType the name of the colleague responsible in Column C: Owner<\/strong>.<\/p>\nEnter a Metric (how you will measure this result) in Column D<\/strong>.<\/p>\nFinally, enter a Start Value and Target in Columns E and F<\/strong>.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/10\/OKR-template-in-Google-Sheets-Key-results-input-1.png” alt=”OKR template in Google Sheets key results input” title_text=”OKR template in Google Sheets Key results input 1″ _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\nTips for setting Key Results<\/h4>\n
Key results are the specific goals that you must reach with each objective. For every objective, you should have three to five key results. You must be able to measure these results in a numerical way \u2013 e.g. 50%, 17 items, $40, 1000 new customers.<\/p>\n
As an example, let\u2019s say your objective is \u201cto improve response time to customer queries\u201d. The key result might be \u201cto decrease the average response time from 24 hours to 12 hours\u201d. Key results should be aspirational yet achievable. In other words, they should be sufficiently aggressive to motivate the team and push the individual to achieve them, but not so difficult that they can never be reached. The person assigned the key result is called the owner.<\/p>\n
To sum up, key results are:<\/p>\n<\/p>\n
\n- Measurable (numerically)<\/em><\/li>\n
- Limited to 3-5 per objective<\/em><\/li>\n
- Challenging but achievable<\/em><\/li>\n
- Specific outcomes (not a list of tasks)<\/em><\/li>\n
- Assigned to \u201cowners\u201d (individual team members)<\/em><\/li>\n<\/ul>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_5,2_5″ make_equal=”on” _builder_version=”4.22.2″ _module_preset=”default” background_color=”#F6F8F9″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|12px|12px|12px|12px” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” text_font_size_tablet=”17px” text_font_size_phone=”17px” text_font_size_last_edited=”on|phone” header_4_font_tablet=”” header_4_font_phone=”” header_4_font_last_edited=”on|tablet” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Start tracking individuals’ OKRs<\/span><\/span> and department progress<\/h4>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/okrs” url_new_window=”on” button_text=”INSTALL FREE TEMPLATE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Step 4: Teams start logging OKRs<\/h4>\n
When your colleagues (either department managers or individual team members) start entering their progress towards their OKRs they should fill out Column G: Current Value<\/strong> in the Key Results<\/strong> tab.<\/p>\nOnce the template is set up and in use, it\u2019s time to pull the departmental OKR data into the master sheet.<\/p>\n
The template contains pre-built Sheetgo connections so all you need to do is update these connections. Do this manually by opening the Sheetgo workflow and click\u00a0Run<\/strong>.<\/p>\n[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/10\/OKR-template-in-Google-Sheets-run-workflow-1.png” alt=”OKR template in Google Sheets run workflow” title_text=”OKR template in Google Sheets run workflow 1″ _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
You will see that data flows directly from all the different department spreadsheets into your master sheet and dashboard.<\/p>\n
Check how all employees are progressing in the Key Results<\/strong> tab.<\/p>\n[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/10\/Company-OKRs-Team-objectives-1.png” alt=”okr template in google sheets objectives” title_text=”Company OKRs Team objectives 1″ _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Step 5: Automate the workflow<\/h4>\n
In a busy company with multiple departments, the spreadsheets will probably be updated pretty regularly.<\/p>\n
To ensure you\u2019ve always got the latest OKR data from every department in your master sheet, you can automate the workflow.<\/p>\n
Open the workflow and click Automate<\/strong> on the menu bar.<\/p>\n[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/10\/OKR-template-in-Google-Sheets-automate-workflow-1.png” alt=”OKR template in Google Sheets automatic updates” title_text=”OKR template in Google Sheets automate workflow 1″ _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Build a complete performance management system in Google Sheets<\/h3>\n
Want to add more Department<\/strong> spreadsheets to the template? No problem, it\u2019s really simple.<\/p>\n\n- Make a copy of one of the Department spreadsheets inside the same Google Drive folder.<\/li>\n
- Rename the file and share it with the appropriate colleague(s).<\/li>\n
- Enter the OKRs for that department.<\/li>\n
- Update the workflow by clicking Run<\/strong>.<\/li>\n<\/ol>\n
The new spreadsheet is now connected and data from this file is imported into the master sheet, along with the data from the other departments.<\/p>\n
If you want to create a more advanced system, you can customize the template further, incorporating HR data or information from other departments.<\/p>\n
If you\u2019d like us to build a tailor-made system for you, or you need assistance customizing the template, talk to our support team<\/a>.<\/p>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row make_equal=”on” _builder_version=”4.22.2″ _module_preset=”default” background_color=”#F6F8F9″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” text_orientation=”center” text_font_size_tablet=”17px” text_font_size_phone=”17px” text_font_size_last_edited=”on|phone” header_4_font_tablet=”” header_4_font_phone=”” header_4_font_last_edited=”on|tablet” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Start tracking individuals’ OKRs<\/span><\/span> and department progress<\/h3>\n[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/okrs” url_new_window=”on” button_text=”INSTALL FREE TEMPLATE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
Objectives and Key Results (OKRs) is a popular and effective method for setting objectives or goals and measuring performance. The OKR management system was originally developed by former Intel CEO Andy Grove in the 1970s, but it became really well-known after it was adopted by Google. Many insiders, including Google co-founder Larry Page, credit the […]<\/p>\n","protected":false},"author":39,"featured_media":27423,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"
Use OKR's to Measure Success<\/h2>\nObjective and Key Results (OKRs) is a popular and effective method for setting objectives and goals and measuring performance. This method has gained a lot of notoriety for being popular amongst big Silicon Valley names like Google, LinkedIn, Twitter, and Uber. It was developed by former Intel CEO Andy Grove and has been implemented by many successful companies to plan and evaluate organizational performance. Whether you are looking for a way to measure self-improvement or make major strides in your business, follow the OKR method to track and measure your success! We have designed an OKR template to get you fast-tracked for success. Let's break down the OKR method, and get you started with your template tutorial.\nObjectives<\/h3>\nBefore we introduce the template, let's talk about setting objectives and goals. A cool spreadsheet won't help you achieve your goals if you don't sit down and take the time to break down the steps you need to take to get there. Think of a goal as a destination, and objectives as the roadmap you need to get to your goal. Objectives are the building blocks towards achieving goals.\n\nObjectives should be SMART:<\/strong>\n\n \t- S<\/strong> - Specific<\/li>\n \t
- M<\/strong> - Measurable<\/li>\n \t
- A<\/strong> - Achievable<\/li>\n \t
- R<\/strong> - Realistic<\/li>\n \t
- T<\/strong> - Time-bound<\/li>\n<\/ul>\nBy choosing SMART objectives and sharing them with your team or organization, you avoid any potential confusion about your goals. You should thoroughly account for all of the top-level goals of the organization, and each objective should be assigned to a responsible person or team. It is best to have as much detail as possible when dictating tasks so that nothing is missed, shelved, or put on the wrong employee.\n\nAs a best practice, we recommend taking a top-down approach when setting objectives. So, first set company-wide goals, then divide up responsibilities by department, followed by individuals. Remember collaboration is key, and you may find that it is best to draw people from multiple departments to work on the same objective. When assigning objectives to employees it is important to get their buy-in. Therefore we don't recommend that you dictate tasks and outcomes to your employees. Instead, have each member of your team adopt an achievable piece of the project through consensus. Having everyone onboard during the objective setting process will foster a sense of ownership for individual work, along with a sense of cohesion and community towards the end goal.\n
Key Results<\/h3>\nKey results are the specific (numerical) goals that you must reach with each objective. For example, if your objective is to be the online leader in your space the key result might be to have the most monthly page visits in your space as measured by Ahrefs. Key Results should be \"aspirational yet achievable\". In other words, they should be sufficiently aggressive to push the individual to achieve them, but not so difficult that they will never be reached.\nOKR Template in Google Sheets<\/h2>\nClick on the image below and then click Make a Copy<\/strong> to make your own copy of Sheetgo's OKR Template in Google Sheets. Do not request edit access. You need to make a copy of the file. It will automatically be saved into your drive.![\"\"](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/07\/Apps-Google-Drive-Sheets-icon.png\")
<\/a> The file has 3 tabs:\nInstructions: <\/strong><\/h6>\n\n \t- Provides you with detailed instructions on how to fill out the template. There is no need to refer back to this blog post! If you are not ready to use the template now, just give your copy a unique name that you will remember, and look for it later in your Google Drive! You may want to keep a copy as your master copy in Google Drive if you intend to use this template for multiple projects. Just click File --> Make a copy... <\/strong><\/li>\n<\/ol>\n
OKRs: <\/strong><\/h6>\n\n \t- You'll use this tab to fill out your OKRs \n
\n \n\nFill in column D with the Start Date, Deadline, and Check-in Dates for the evaluation period. For example, if your OKRs are quarter 1 goals. the start date would be January 1st, the check-ins January 31st, February 28th, and the deadline March 31st<\/td>\n<\/tr>\n \nUse columns F and G (Department and Owner) to fill in the responsible departments and parties. You should use one line for each employee in the organization.<\/td>\n<\/tr>\n \nFill in column H (Objectives) observing the following rules:<\/td>\n<\/tr>\n \n1<\/td>\n Objectives should be SMART<\/strong><\/td>\n<\/tr>\n\n2<\/td>\n Top-down approach: the first line should be a company level goal which should then be followed by department and individual level objectives<\/td>\n<\/tr>\n \n3<\/td>\n Aim for one objective per person in the organization<\/td>\n<\/tr>\n \n<\/td>\n <\/td>\n<\/tr>\n \nFill in column K (Key Result) with the targeted result for each given objective<\/td>\n<\/tr>\n \nFill in column J (Target Value) with the numerical result that you are targeting with each objective<\/td>\n<\/tr>\n \nColumn K (Current Value) should be updated periodically or regularly (if automated) with the current results for each defined objective<\/td>\n<\/tr>\n \nColumns L-Q have formulas to evaluate progress vs. time at your check-in points<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n![\"OKR](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/09\/Screen-Shot-2018-09-25-at-3.57.35-PM-1024x581.webp\")
<\/li>\n<\/ol>\nDashboard:<\/strong><\/h6>\n <\/strong>This tab is a dashboard that visually displays your progress. It is for everyone to see!\n\n \n\n[caption id=\"attachment_10324\" align=\"aligncenter\" width=\"1024\"]![\"OKR](\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/09\/Screen-Shot-2018-09-25-at-4.04.02-PM-1024x522.webp\")
Dashboard[\/caption]\nNext Steps<\/h2>\nThat's it! You are all set up. Now it is just time to start conquering your goals! Go ahead and start using the template to establish goals for your company and team. If you have any questions or feedback feel free to reach out to us in the comments!","_et_gb_content_width":"","footnotes":""},"categories":[42],"tags":[44],"class_list":["post-9372","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-human-resources-templates","tag-human-resources"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/9372","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/users\/39"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/comments?post=9372"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/9372\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media\/27423"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media?parent=9372"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/categories?post=9372"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/tags?post=9372"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- \n
- Flexible: Online spreadsheets can be used for anything, and that includes OKR and performance management. Thanks to their versatility, you can adapt the sheets whenever you need to make changes. No coding or IT support required.<\/li>\n
- Accessible: cloud-based spreadsheets allow you to monitor your team\u2019s targets and progress from your laptop or mobile at any time, in any place. Plus you\u2019ll save money on unnecessary software by keeping everything in trusty spreadsheets.<\/li>\n
- Compatible with everything: All other software packages integrate with Google Sheets. As a consequence, you can quickly import data from other areas of the business, such as HR or finance, centralizing everything in spreadsheets.<\/li>\n
- Easy to use: It\u2019s likely that most of your team can already use spreadsheets, so it\u2019s easy to introduce a sheet-based OKR system without training. On top of that, the system is future-proof and simple to maintain.<\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
How to get started<\/h3>\n
Sheetgo\u2019s OKR template in Google Sheets is a template for an entire workflow. It\u2019s a pre-built system for automated OKR tracking that can be used by any team, in any company. The template gives each department a simple way to log and monitor their progress, as individuals and teams. At the same time, managers get an overview of how the entire company is performing.<\/p>\n
Each department gets their own private dashboard:<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/06\/OKR-TEMPLATE-GOOGLE-SHEETS-SALES.png” alt=”OKR TEMPLATE GOOGLE SHEETS SALES” title_text=”OKR TEMPLATE GOOGLE SHEETS SALES” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
What’s a spreadsheet-based workflow template?<\/h3>\n
A regular spreadsheet template is a single file containing tables, charts, layouts, and formulas \u2014 but a Sheetgo workflow template is an entire system. It\u2019s a group of connected Google Sheets that send data back and forth between them.<\/p>\n
This means you can share data with others without having to share your spreadsheet. Every individual or department gets to work autonomously in their own file.<\/p>\n
A spreadsheet-based workflow template gives you:<\/p>\n
- \n
- Organization and data privacy: Each file is dedicated to one task, which keeps data flows secure and separated.<\/li>\n
- Scalability: Google Sheets\u2019 sharing function is powerful but multiple people working in the same spreadsheet can make the file heavy and slow. Separating data in individual spreadsheets keeps the system working smoothly. To expand the template for more departments, you can simply duplicate one of the spreadsheets and share it with additional teams.<\/li>\n
- Integration: In addition to being able to import data from different software, a spreadsheet-based workflow allows managers to merge data from departments. In a few clicks, you can connect your purchase order workflow with your budget workflow<\/a> (or those from other departments) to generate top-level reports.<\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
What you get with this template:<\/h3>\n
When you install the Sheetgo Company OKR template in Google Sheets, seven Google Sheets files with ready-made Sheetgo connections are saved to your Google Drive:<\/p>\n
- \n
- Six Department<\/strong> spreadsheets in a folder. Rename and share these files with each team and make as many copies as you need for additional departments. The team uses their file to set their objectives and key results and to update their progress individually.<\/li>\n
- One Company OKRs master sheet<\/strong> for the manager(s). Data flows into this file from the Department spreadsheets, providing an overview of all Team Objectives and Key Results in tables and dashboard charts.<\/li>\n<\/ul>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2019\/09\/management-okr-source-full.png” align=”center” module_class=”sheetgo-post-no-shadow-img” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
How to get the workflow template<\/b><\/h3>\n
Click on the blue button below to install the Sheetgo Company OKR template in Google Sheets.<\/p>\n
[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/okrs” url_new_window=”on” button_text=”INSTALL FREE TEMPLATE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|30px|0px|false|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
- \n
- Login to Sheetgo with your Google, Microsoft, or Dropbox account.<\/li>\n
- Click Install template<\/strong>.<\/li>\n
- Wait a few moments while Sheetgo creates copies of the files and connects them.<\/li>\n<\/ol>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
The OKR template in Google Sheets opens inside Sheetgo.\u00a0<\/p>\n
In the workflow diagram on the right side of your screen, you will see arrows running from the folder of Department spreadsheets into the master sheet. These are the Sheetgo connections that transport data from file to file.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/10\/OKR-template-in-Google-Sheets-install-1-1.png” alt=”OKR template in Google Sheets open screen” title_text=”OKR template in Google Sheets install 1 (1)” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
How to use the OKR template<\/h3>\n
Step 1: Share the department sheets<\/h4>\n
Open the Department files by clicking on Workflow in the side panel and double click on the folder icon. Take a few minutes to familiarize yourself with the files so you can see how the template works.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2020\/10\/OKR-template-department-sheet-folder.png” alt=”OKR-template-department-sheet-folder” title_text=”OKR-template-department-sheet-folder” _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
You will notice that these\u00a0Department<\/strong> files contain sample data.<\/p>\n
Rename each file for the teams in your company and delete the sample data or instruct each team leader to overwrite this information when they start using the template.<\/p>\n
Share the file with team leaders, if they will be the ones responsible for updating the progress of each of their team members.<\/p>\n
Alternatively, if you want to grant everyone in the team edit access, you can share the spreadsheet with everyone in the department.<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Step 2: Teams set their OKRs<\/h4>\n
Firstly, each department should agree their objectives as a team and enter them into the Team Objectives<\/b> tab.<\/p>\n
Each objective should have a title that clearly distinguishes it from the others. This will help you allocate key results to the correct objective.<\/p>\n
If you need guidance or inspiration for how to set OKRs, check out our tips below.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_5,2_5″ make_equal=”on” _builder_version=”4.22.2″ _module_preset=”default” background_color=”#F6F8F9″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|12px|12px|12px|12px” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” text_font_size_tablet=”17px” text_font_size_phone=”17px” text_font_size_last_edited=”on|phone” header_4_font_tablet=”” header_4_font_phone=”” header_4_font_last_edited=”on|tablet” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Start tracking individuals’ OKRs<\/span><\/span> and department progress<\/h4>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/okrs” url_new_window=”on” button_text=”INSTALL FREE TEMPLATE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Step 2: Teams set their OKRs<\/h4>\n
Firstly, each department should agree their objectives as a team and enter them into the Team Objectives<\/b> tab.<\/p>\n
Each objective should have a title that clearly distinguishes it from the others. This will help you allocate key results to the correct objective.<\/p>\n
If you need guidance or inspiration for how to set OKRs, check out our tips below.<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Tips for setting OKRs<\/h4>\n
Your company doesn’t have to be a Silicon Valley giant to implement the simple and effective OKR method. No matter the size of your organization, OKRs can help align goals, motivate your team, and keep everyone on the same page. We\u2019ve created a free OKR template for you to use in Google Sheets. But before you start working on the spreadsheet, let’s look at how you define objectives and goals.<\/p>\n
Objectives<\/h5>\n
Are objectives the same as goals? No \u2013 think of a goal as a destination, and objectives as the roadmap you need to achieve your goal. Objectives are the building blocks towards achieving goals.<\/p>\n
Make your objectives SMART:<\/p>\n
S – Specific<\/em>
\n M – Measurable<\/em>
\n A – Achievable<\/em>
\n R – Realistic<\/em>
\n T – Time-bound<\/em><\/p>\nBy choosing SMART objectives and sharing them with your team or organization, you avoid any potential confusion. You should thoroughly account for all of the top-level goals of the organization, and each objective should be assigned to a responsible person or team. On top of that, it is best to have as much detail as possible when dictating tasks so that nothing is missed, shelved, or put on the wrong employee.<\/p>\n
As a best practice, we recommend taking a top-down approach when setting objectives. Firstly, you should set company-wide goals, then divide responsibilities by department, followed by individuals.<\/p>\n
Remember that collaboration is key, and you may find that it is best to make people from different departments work on the same objective. When assigning objectives to employees it is important to get their buy-in. Therefore we don’t recommend that you dictate tasks and outcomes to your employees.<\/p>\n
Instead, have each member of your team adopt an achievable piece of the project through consensus. Having everyone on board during the objective setting process will foster a sense of ownership for individual work, along with a sense of cohesion and community towards the end goal.<\/p>\n
Take note<\/h5>\n
OKRs are designed for employee management rather than employee evaluation, so they are not normally used to determine compensation or promotions, although they can be one factor in performance reviews.<\/p>\n
Experts recommend limiting the number of objectives to between three and five \u2013 OKRs are designed to help you focus on priorities. It\u2019s not about tracking every single task you do.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/10\/OKR-template-in-Google-Sheets-Objectives-input-1.png” alt=”OKR template in Google Sheets objectives input” title_text=”OKR template in Google Sheets – Objectives input 1″ align=”center” _builder_version=”4.16″ _module_preset=”default” width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Step 3: Teams set their Key Results<\/h4>\n
In the Key Results<\/strong> tab, choose an Objective<\/strong> from the dropdown menu and enter how you will achieve that goal in Column B: Key Result<\/strong>. Remember that key results must be measurable. Get more advice in the Key Results tips below.<\/p>\n
Type the name of the colleague responsible in Column C: Owner<\/strong>.<\/p>\n
Enter a Metric (how you will measure this result) in Column D<\/strong>.<\/p>\n
Finally, enter a Start Value and Target in Columns E and F<\/strong>.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/10\/OKR-template-in-Google-Sheets-Key-results-input-1.png” alt=”OKR template in Google Sheets key results input” title_text=”OKR template in Google Sheets Key results input 1″ _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Tips for setting Key Results<\/h4>\n
Key results are the specific goals that you must reach with each objective. For every objective, you should have three to five key results. You must be able to measure these results in a numerical way \u2013 e.g. 50%, 17 items, $40, 1000 new customers.<\/p>\n
As an example, let\u2019s say your objective is \u201cto improve response time to customer queries\u201d. The key result might be \u201cto decrease the average response time from 24 hours to 12 hours\u201d. Key results should be aspirational yet achievable. In other words, they should be sufficiently aggressive to motivate the team and push the individual to achieve them, but not so difficult that they can never be reached. The person assigned the key result is called the owner.<\/p>\n
To sum up, key results are:<\/p>\n<\/p>\n
- \n
- Measurable (numerically)<\/em><\/li>\n
- Limited to 3-5 per objective<\/em><\/li>\n
- Challenging but achievable<\/em><\/li>\n
- Specific outcomes (not a list of tasks)<\/em><\/li>\n
- Assigned to \u201cowners\u201d (individual team members)<\/em><\/li>\n<\/ul>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_5,2_5″ make_equal=”on” _builder_version=”4.22.2″ _module_preset=”default” background_color=”#F6F8F9″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|12px|12px|12px|12px” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”3_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” text_font_size_tablet=”17px” text_font_size_phone=”17px” text_font_size_last_edited=”on|phone” header_4_font_tablet=”” header_4_font_phone=”” header_4_font_last_edited=”on|tablet” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Start tracking individuals’ OKRs<\/span><\/span> and department progress<\/h4>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/okrs” url_new_window=”on” button_text=”INSTALL FREE TEMPLATE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Step 4: Teams start logging OKRs<\/h4>\n
When your colleagues (either department managers or individual team members) start entering their progress towards their OKRs they should fill out Column G: Current Value<\/strong> in the Key Results<\/strong> tab.<\/p>\n
Once the template is set up and in use, it\u2019s time to pull the departmental OKR data into the master sheet.<\/p>\n
The template contains pre-built Sheetgo connections so all you need to do is update these connections. Do this manually by opening the Sheetgo workflow and click\u00a0Run<\/strong>.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/10\/OKR-template-in-Google-Sheets-run-workflow-1.png” alt=”OKR template in Google Sheets run workflow” title_text=”OKR template in Google Sheets run workflow 1″ _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
You will see that data flows directly from all the different department spreadsheets into your master sheet and dashboard.<\/p>\n
Check how all employees are progressing in the Key Results<\/strong> tab.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/10\/Company-OKRs-Team-objectives-1.png” alt=”okr template in google sheets objectives” title_text=”Company OKRs Team objectives 1″ _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Step 5: Automate the workflow<\/h4>\n
In a busy company with multiple departments, the spreadsheets will probably be updated pretty regularly.<\/p>\n
To ensure you\u2019ve always got the latest OKR data from every department in your master sheet, you can automate the workflow.<\/p>\n
Open the workflow and click Automate<\/strong> on the menu bar.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/10\/OKR-template-in-Google-Sheets-automate-workflow-1.png” alt=”OKR template in Google Sheets automatic updates” title_text=”OKR template in Google Sheets automate workflow 1″ _builder_version=”4.16″ width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Build a complete performance management system in Google Sheets<\/h3>\n
Want to add more Department<\/strong> spreadsheets to the template? No problem, it\u2019s really simple.<\/p>\n
- \n
- Make a copy of one of the Department spreadsheets inside the same Google Drive folder.<\/li>\n
- Rename the file and share it with the appropriate colleague(s).<\/li>\n
- Enter the OKRs for that department.<\/li>\n
- Update the workflow by clicking Run<\/strong>.<\/li>\n<\/ol>\n
The new spreadsheet is now connected and data from this file is imported into the master sheet, along with the data from the other departments.<\/p>\n
If you want to create a more advanced system, you can customize the template further, incorporating HR data or information from other departments.<\/p>\n
If you\u2019d like us to build a tailor-made system for you, or you need assistance customizing the template, talk to our support team<\/a>.<\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row make_equal=”on” _builder_version=”4.22.2″ _module_preset=”default” background_color=”#F6F8F9″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.2″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” text_orientation=”center” text_font_size_tablet=”17px” text_font_size_phone=”17px” text_font_size_last_edited=”on|phone” header_4_font_tablet=”” header_4_font_phone=”” header_4_font_last_edited=”on|tablet” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”on|phone” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Start tracking individuals’ OKRs<\/span><\/span> and department progress<\/h3>\n
[\/et_pb_text][et_pb_button button_url=”https:\/\/app.sheetgo.com\/templates\/okrs” url_new_window=”on” button_text=”INSTALL FREE TEMPLATE” button_alignment=”center” _builder_version=”4.22.2″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
Objectives and Key Results (OKRs) is a popular and effective method for setting objectives or goals and measuring performance. The OKR management system was originally developed by former Intel CEO Andy Grove in the 1970s, but it became really well-known after it was adopted by Google. Many insiders, including Google co-founder Larry Page, credit the […]<\/p>\n","protected":false},"author":39,"featured_media":27423,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"
Use OKR's to Measure Success<\/h2>\nObjective and Key Results (OKRs) is a popular and effective method for setting objectives and goals and measuring performance. This method has gained a lot of notoriety for being popular amongst big Silicon Valley names like Google, LinkedIn, Twitter, and Uber. It was developed by former Intel CEO Andy Grove and has been implemented by many successful companies to plan and evaluate organizational performance. Whether you are looking for a way to measure self-improvement or make major strides in your business, follow the OKR method to track and measure your success! We have designed an OKR template to get you fast-tracked for success. Let's break down the OKR method, and get you started with your template tutorial.\n
Objectives<\/h3>\nBefore we introduce the template, let's talk about setting objectives and goals. A cool spreadsheet won't help you achieve your goals if you don't sit down and take the time to break down the steps you need to take to get there. Think of a goal as a destination, and objectives as the roadmap you need to get to your goal. Objectives are the building blocks towards achieving goals.\n\nObjectives should be SMART:<\/strong>\n
- \n \t
- S<\/strong> - Specific<\/li>\n \t
- M<\/strong> - Measurable<\/li>\n \t
- A<\/strong> - Achievable<\/li>\n \t
- R<\/strong> - Realistic<\/li>\n \t
- T<\/strong> - Time-bound<\/li>\n<\/ul>\nBy choosing SMART objectives and sharing them with your team or organization, you avoid any potential confusion about your goals. You should thoroughly account for all of the top-level goals of the organization, and each objective should be assigned to a responsible person or team. It is best to have as much detail as possible when dictating tasks so that nothing is missed, shelved, or put on the wrong employee.\n\nAs a best practice, we recommend taking a top-down approach when setting objectives. So, first set company-wide goals, then divide up responsibilities by department, followed by individuals. Remember collaboration is key, and you may find that it is best to draw people from multiple departments to work on the same objective. When assigning objectives to employees it is important to get their buy-in. Therefore we don't recommend that you dictate tasks and outcomes to your employees. Instead, have each member of your team adopt an achievable piece of the project through consensus. Having everyone onboard during the objective setting process will foster a sense of ownership for individual work, along with a sense of cohesion and community towards the end goal.\n
Key Results<\/h3>\nKey results are the specific (numerical) goals that you must reach with each objective. For example, if your objective is to be the online leader in your space the key result might be to have the most monthly page visits in your space as measured by Ahrefs. Key Results should be \"aspirational yet achievable\". In other words, they should be sufficiently aggressive to push the individual to achieve them, but not so difficult that they will never be reached.\n
OKR Template in Google Sheets<\/h2>\nClick on the image below and then click Make a Copy<\/strong> to make your own copy of Sheetgo's OKR Template in Google Sheets. Do not request edit access. You need to make a copy of the file. It will automatically be saved into your drive.
<\/a> The file has 3 tabs:\nInstructions: <\/strong><\/h6>\n
- \n \t
- Provides you with detailed instructions on how to fill out the template. There is no need to refer back to this blog post! If you are not ready to use the template now, just give your copy a unique name that you will remember, and look for it later in your Google Drive! You may want to keep a copy as your master copy in Google Drive if you intend to use this template for multiple projects. Just click File --> Make a copy... <\/strong><\/li>\n<\/ol>\n
OKRs: <\/strong><\/h6>\n
- \n \t
- You'll use this tab to fill out your OKRs \n
\n
<\/colgroup>\n \n Fill in column D with the Start Date, Deadline, and Check-in Dates for the evaluation period. For example, if your OKRs are quarter 1 goals. the start date would be January 1st, the check-ins January 31st, February 28th, and the deadline March 31st<\/td>\n<\/tr>\n \n Use columns F and G (Department and Owner) to fill in the responsible departments and parties. You should use one line for each employee in the organization.<\/td>\n<\/tr>\n \n Fill in column H (Objectives) observing the following rules:<\/td>\n<\/tr>\n \n 1<\/td>\n Objectives should be SMART<\/strong><\/td>\n<\/tr>\n \n 2<\/td>\n Top-down approach: the first line should be a company level goal which should then be followed by department and individual level objectives<\/td>\n<\/tr>\n \n 3<\/td>\n Aim for one objective per person in the organization<\/td>\n<\/tr>\n \n <\/td>\n <\/td>\n<\/tr>\n \n Fill in column K (Key Result) with the targeted result for each given objective<\/td>\n<\/tr>\n \n Fill in column J (Target Value) with the numerical result that you are targeting with each objective<\/td>\n<\/tr>\n \n Column K (Current Value) should be updated periodically or regularly (if automated) with the current results for each defined objective<\/td>\n<\/tr>\n \n Columns L-Q have formulas to evaluate progress vs. time at your check-in points<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n <\/li>\n<\/ol>\nDashboard:<\/strong><\/h6>\n <\/strong>This tab is a dashboard that visually displays your progress. It is for everyone to see!\n\n \n\n[caption id=\"attachment_10324\" align=\"aligncenter\" width=\"1024\"]
Dashboard[\/caption]\nNext Steps<\/h2>\nThat's it! You are all set up. Now it is just time to start conquering your goals! Go ahead and start using the template to establish goals for your company and team. If you have any questions or feedback feel free to reach out to us in the comments!","_et_gb_content_width":"","footnotes":""},"categories":[42],"tags":[44],"class_list":["post-9372","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-human-resources-templates","tag-human-resources"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/9372","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/users\/39"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/comments?post=9372"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/9372\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media\/27423"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media?parent=9372"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/categories?post=9372"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/tags?post=9372"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- You'll use this tab to fill out your OKRs \n
- M<\/strong> - Measurable<\/li>\n \t
- S<\/strong> - Specific<\/li>\n \t
- Limited to 3-5 per objective<\/em><\/li>\n
- Wait a few moments while Sheetgo creates copies of the files and connects them.<\/li>\n<\/ol>\n
- One Company OKRs master sheet<\/strong> for the manager(s). Data flows into this file from the Department spreadsheets, providing an overview of all Team Objectives and Key Results in tables and dashboard charts.<\/li>\n<\/ul>\n
- Six Department<\/strong> spreadsheets in a folder. Rename and share these files with each team and make as many copies as you need for additional departments. The team uses their file to set their objectives and key results and to update their progress individually.<\/li>\n