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StepsDescription
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1Make a copy of the Worksheet tab
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2Fill the required details for OKR Coaches and Team Leaders. This will come in handy later.
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3Go to OKR Worksheet and create a duplicate.
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4Use the drop-down menu to select OKR Coach and Team Leader. It can be the same person.
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5KR Review: Choose how frequently you're going to have progress checks against your Key Results during the cycle.
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6OKR Evaluation: Choose how frequently you're going to evaluate progress against your Objectives during the cycle.
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7OKR Timeframe: Choose the total duration of the OKR cycle from start to finish.
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8Do not enter any values in cells the containing percentages i.e. cells that are 'highlighted' in Yellow. These values are calculated based on the KR Scores.
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9Objective 1; Type your objective.
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10OKR Type: Select the type of OKR from the drop-down menu.
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11Key Results: Fill in the Key Results you have committed to.
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12Repeat steps 9 - 11 for the remaining 3 Objectives, if you have any.
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13Score: Select a score for your key results from the drop-down menu. KRs should be scored and evaluated at the time of OKR Evaluation. KR scores hould be updated during the cycle.
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