Skip to content
Okrify
Open Menu
Okrify
Product
OKR
Meeting
KPI
Scorecard
Contest
Recognition
Work Management
Solutions
OKRify for Sales
OKRify for CEOs
OKRify for HR
OKRify for Managers
OKRify for Board Reporting
For Nonprofits
OKRify for Nonprofits
Nonprofit Organization Sample OKRs
Benefits of OKR framework for Nonprofit Organization
Top reasons why OKRs fails in Nonprofits
Customer
Resources
Ultimate OKR Guide
Blog
OKR Example
Meeting Templates
KPI Library
Product Update
Services
Partner
Become a Partner
OKRify for Salesforce Consulting Partners
Help
Contact
Close Menu
Home
Product
OKR
OKR
OKR
Curriculum
4 Sections
20 Lessons
10 Weeks
Expand all sections
Collapse all sections
Introduction - OKR, OKR Types
After completing this unit, you’ll understand what OKRs are, the different types of OKRs in OKRify, and how to create them
6
1.0
What is OKR?
1.1
Objectives
1.2
How to Create a Strategic Pillars OKR
1.3
How to Create a Company OKR
1.4
How to Create a Team OKR
1.5
How to Create an Individual OKR
Key Results
learners will understand how to create and manage Key Results in OKRify, use Units of Measure (UOM) effectively
11
2.1
Key Results & Units of Measure
2.2
How to Create Number and Percentage UOM
2.3
How to Create SObject UOM
2.4
How to Create KPI UOM
2.5
How to Create Board KR UOM
2.6
How to Create Report UOM
2.7
How to Create Linked OKR UOM
2.8
How to Create Linked KR UOM
2.9
How to Create Milestone UOM
2.10
Target Types for Key Results
2.11
Update Progress for Key Results
Managing OKR with HUB
1
3.0
Hub – Centralized Workspace for OKRs and KPIs
OKR best practices & examples
2
4.0
Best Practices for Writing OKRs
4.1
OKR Examples
Best Practices for Writing OKRs
1. Align with Strategy
Ensure OKRs directly support company or team strategic priorities.
Use OKRs to focus efforts on what truly matters.
2. Make Objectives Inspiring
Write Objectives as clear, ambitious statements of intent.
Keep them qualitative and motivational (e.g., “Delight our customers with faster support”).
3. Keep Key Results Measurable
Key Results should be specific, time-bound, and measurable.
Use quantifiable outcomes, not tasks or activities (e.g., “Reduce ticket resolution time from 48 to 24 hours”).
4. Limit the Number of OKRs
Focus on
3–5 Objectives
per level (Company, Team, Individual).
Limit to
2–4 Key Results
per Objective to maintain clarity and focus.
5. Use the Right UOM (Unit of Measure)
Choose appropriate UOMs for each Key Result (e.g., Percentage, KPI, Board, SObject).
Consider automation options to streamline progress tracking.
6. Define Clear Ownership
Assign owners for each Objective and Key Result.
Clearly define who is responsible for updating progress.
7. Set Stretch, Not Impossible Goals
OKRs should challenge the team but still be achievable.
Avoid sandbagging or overly conservative targets.
8. Review and Update Regularly
OKRs should be reviewed weekly or bi-weekly.
Encourage owners and contributors to update progress consistently.
9. Use Baselines and Benchmarks Wisely
Establish starting points and target values based on historical or industry data.
Use baseline or decrease target types where maintaining or reducing values is the goal.
10. Promote Transparency and Collaboration
Make OKRs visible across the organization to foster alignment.
Encourage cross-functional teams to contribute where relevant.
Scroll to Top
Modal title
Main Content