I watch a lot of astronaut movies...Mostly Star Wars. And even Han and Chewie use a checklist. ~ Jon Stewart
Most startups begin with a small team stepping in on number of shoes playing multiple roles. But, the number of employees, departments, tasks, and goals keep changing and becoming challenging over time.
For the agile teams, OKR implementation completely changes an organization’s approach to work. And this can be also be a nightmare for the teams, suddenly stepping out of their comfort zone and embarking on a new work culture.
However, A proper plan in place and a checklist at hand makes this entire transition process smooth.
The checklist helps everyone learn the essence and power of implementing an OKR framework within the organization. Moreover, it also makes them feel comfortable with the new changes by pointing out key aspects of the same.
You can easily get everyone aligned with the objectives and get on board with new ideas through a checklist. This helps in facilitating the OKR journey on a wiser note.
So, without further ado, let’s dive into it.
The Ultimate OKR Checklist for 2023
1. Preparation Checklist
A preparation checklist helps in ensuring that your workforce is fully prepared for adopting a whole new framework altogether.
📌Learning the key terminologies
✅Objectives and Key Results is a goal-management framework used by companies to define their goals throughout the year along with measuring the outcomes.
✅The goals or objectives are descriptions of what the workforce wants to achieve. Objectives are qualitative in nature.
✅The outcomes or the key results are measures the progress made towards the objectives. Therefore, in order to be most effective, key results should be verifiable, quantitative, time-bound, and specific.
✅The scale marks individual employees between 0 to 1 indicating whether they have achieve a specific goal for the key result.
📌Understanding the OKRs
✅Conducting an introduction meeting with your team to explain the basic concepts like:
The history behind the OKR framework
OKR grading system
Setting the OKRs
✅Helping them understand the essence of OKRs to organization as well as the employees.
✅Plan an OKR setting up session with the workforce.
2. Brainstorming Checklist
A brainstorming checklist helps in figuring out the most crucial part of the OKR framework: the objectives that need to be achieved and the key results that you are expecting.
📌Determining the objectives
✅Gather your team members and organize an objective brain storming session.
✅Discuss the most important goals that your team and you should achieve yearly, quarterly, and monthly.
✅Ask your team members to draft list of objectives within an hour.
✅Ensure objectives are realistic & not too ambitious. The objectives should be straightforward and simple.
Selecting the objectives
✅Are the objectives realistic?
✅Are the objectives aligned with the larger company goals?
✅What’s the importance of these objectives?
✅What are the limitations or resources available for accomplishing the objectives?
✅Can the objectives be measured?
✅How long will it take to achieve the objectives?
✅Can the objectives be scaled at respective levels of importance?
📌Determining the Key Results
✅Gather your team members and organize a key results brainstorming session.
✅Question the team on what measurable results they can see if they reach the respective objectives.
✅Ask your team members to draft a list of key results as per the objectives within an hour.
Selecting the KRs (Key Results)
Once you have the potential key results list from your team members, ask them the following questions to choose the most suitable key results.
✅Are the key results relevant to the decided objectives?
✅Can the key results motivate the respective employee to achieve their dedicated objective?
✅Are the key results measurable and what’s the metric for measuring them?
✅ Do the key results come with assigned owners?
Fetch your list of Industry wise + Role wise OKRs List here
📌Track your ambitions
✅Do everyone across the organization have access to the OKRs?
✅Do the objectives have shared or individual ownership?
✅Is everyone aware of the OKR framework within the organization?