The most important ritual to incorporate in your OKR program is the weekly OKR Check-in’s. One of the big reasons companies fail to adopt OKRs is that teams simply “set and forget” them. Like any good habit, OKRs must become a deep cultural part of your company DNA.

How often should you meet for a Check-in

This depends on the length of your projects that move the Key results. and also the duration of your key results themselves.

  1. For quarterly goals and key results. the ideal check-in cadence is weekly and at most fortnightly
  2. For goals longer than a quarter. check-in meetings could even be monthly. but no longer.
Who should be in the Check-in

Product managers, Engineering, Design, and leadership stakeholder should participate in the check-in meeting. The leadership team needs to be a part of this to help resolve blockers earlier on and help the team succeed.

Elements of a Check-in

Current OKR Status
Starts with data. What is the current number of that Key Result? Change since the last Check-in.

Initiatives this week
What are the high-impact initiatives or projects that the team will work on to move the key result number?

Updates from last week
Talk about Initiatives or projects from the previous period and call our wins or learning

Risks or Blockers
Call out blockers or risks such as a change in market conditions or blockers from another team.

Example of a Check-in

Objective: Establish clear value to restaurant suppliers as a quality tea provider,
KR: Reorders at 85%
KR: 20% of reorders self-serve
KR: Revenue of 250 K

Updates from last week
P1 Close new deal with TLM Foods NOT DONE – extra surprise level of approvals
P1 New Order flow spec’d and approved
P1 3 solid sales candidates in for interview NOT DONE one flaked, need better pipeline. Discuss?
P2 Customer Service Job Description to recruiter DONE

Initiatives this week
P1 Close deal with TLM
P1 Offer out to Dave Kimton
P1 Usability tests: discover and prioritize key issues with self-serve.

Notes Risks or Blockers
Anyone know the procurement VP at Johnson Supplies?
Also, Imk if you want to sit in on usability! It’s good for your soul, y’know…..

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