Workflows & examples

Setting up a new quarter

1. Create the cycle in OKR Cycles and set it to open.
2. Leadership drafts company objectives; teams draft aligned team objectives in the OKR Tree.
3. Individuals draft OKRs laddering up to their team, each with 2–5 measurable key results.
4. Review alignment coverage in Analytics, then set the cycle to active.

Weekly check-in rhythm

1. Owners update key-result current values and confidence in My OKRs.
2. Managers review Team Health for at-risk objectives and follow up on missed check-ins.
3. The Perf & OKR Coach nudges anyone who hasn’t checked in.

Closing and reviewing a cycle

1. Owners record final key-result values in the last check-in of the cycle.
2. Set the cycle to closed to freeze scores.
3. Generate the cycle summary in Reports and run the retrospective, then carry forward learnings into the next cycle’s drafts.