Companies plan annual goals. Teams plan quarterly goals. This is what a typical OKR planning cycle looks like:

1 MONTH BEFORE YEAREND

Company Annual OKRs planning

  • This is mostly a top-down activity
  • Senior leaders start thinking about company OKRs. based on the company strategy for the year

15 DAYS BEFORE THE QUARTER

Announce Company OKRs

  • Senior leaders announce the company OKRs to everyone.
  • Reaffirm the companies vision and strategy.
  • Discuss how company goals align to the company strategy.

15 DAYS BEFORE QUARTER

Team quarter planning

  • As soon as company priorities are made clear
  • Product teams start thinking about their team OKRs
  • They try and align their work to company goals and priorities.

WEEK 1 OF THE QUARTER

Announce Team quarter OKRs

  • Product managers announce team OKRs to everyone
  • Cross-functions look at each departments OKRs to resolve dependencies

Through the Quarter

  • Throughout the quarter, teams measure and share their progress via weekly check-in with their managers.
  • During check-ins, they assess how likely they are to achieve their OKRs.
  • If things are flagged behind or at risk, OKRs may need to be reviewd.

15 DAYS BEFORE QUARTER

Team quarter closing and retrospective

  • Goal and KR owners close quarters OKRs cycle
  • Add goal outcomes to such as Goal completed, Partial, Missed, or Dropped
  • Teams do retrospectives on how the quarter went and what were the learnings

10 DAYS BEFORE QUARTER

New team quarter planning

  • As the new OKR cycle begins
  • Product managers start thinking about team OKRs to see they need any changes in the new OKR cycle
  • This cycle continues

15 DAYS BEFORE QUARTER

Company OKRs Quarterly review

  • Every quarter, senior leaders review the company OKRs
  • This is to make sure they are still relevant and progress has been made towards them

LAST MONTH, LAST QUARTER

Company OKRs Closing and Retrospective

  • Senior leaders start thinking about company OKRs. based on the company strategy for the year

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Companies of all sizes use North for strategy, goals and Initiatives.

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