OKRs – Objectives and Key Results for Perfex CRM

Description

Note This is a module for Perfex CRM Not a standalone script Brief description OKR Objectives and Key Results is a goal system It is a simple tool to create alignment and engagement around measurable goals The big difference from traditional planning methods OKRs are frequently set tracked and re-evaluated usually quarterly OKR is a simple fast-cadence process that engages each team s perspective and creativity Creating alignment in the organization is one of the main OKR benefits The goal is to ensure everyone is going in the same direction with clear priorities in a constant rhythm OKR s original concept came from Intel and spread to other Silicon Valley companies Google adopted OKR in 1999 during its first year It supported Google s growth from 40 employees to more than 60 000 today Besides Google other companies use OKR including Spotify Twitter LinkedIn and Airbnb But the OKR system is not only for digital companies Walmart Target The Guardian Dun and Bradstreet and ING Bank are also using OKR So as the name implies OKR has two components the Objective and the Key Results Objectives are memorable qualitative descriptions of what you want to achieve Objectives should be short inspirational and engaging An Objective should motivate and challenge the team Key Results are a set of metrics that measure your progress towards the Objective For each Objective you should have a set of 2 to 5 Key Results More than that and no one will remember them The main OKR benefits are Agility Shorter goal cycles enable faster adjustments and better adaptation to change increasing innovation and reducing risks and waste Alignment and cross-functional cooperation The use of shared OKRs improves collaboration among different teams solving interdependencies and unifying competing initiatives Reduced time for setting goals OKR simplicity makes the goal setting process faster and easier drastically reducing the time and resources spent on setting goals Clear communication Transparency and simplicity enable the team to understand the goals and priorities of the organization as well as how each individual can contribute Employee engagement OKR bi-directional approach for goal setting connects the employees with the company s objectives increasing engagement Autonomy and accountability Teams receive a clear direction and are free to choose how to achieve their OKRs They become responsible for their objectives with clear success criteria known to the whole company creating mutual obligations Focus and discipline The reduced number of goals creates focus in the organization and disciplines efforts and initiatives Bolder goals Decoupling OKRs from compensation and using stretch goals even partially enable the team to set bolder challenging goals Please check out the uploaded screenshots which demonstrates all visible parts of the module Dashboard List of OKRs Hierarchical tree of OKRs Create new OKRs Detail OKR List of Checkin Detail Checkin Set OKR cycle checkin question and key result evaluation criteria in checkin Demo Perfex CRM OKR Demo Set-up Included documentation will help you upload and activate the module inside Perfex CRM if you are not aware on how to do it Support Our support team is always around to help Feel free to raise a support ticket Guys from support department will get back to you as soon as possible with a reply guiding you through any issues Changelog Version 1 0 0 2020-08-22 Initial version Version 1 0 1 2020-09-14 Fix minor bugs Update UI Add category and type of OKR Add departmental OKR Add Task cho OKR and Checkin Add attachments for OKR Version 1 0 2 2020-12-26 Fix minor bugs Add Task for checkin Add configuration checkin approval process Add approval process for checkin Additional languages bulgarian catalan chinese czech dutch french german greek indonesia italian japanese persian polish portuguese romanian russian slovak spanish swedish turkish ukrainian vietnamese