WHAT IS A PLANNING OR WRAP-UP STAGE DURING AN OKR PERIOD?

Typically per quarter, you have a 2 week planning period where the following definitions are done:

  • Define the quarterly Objectives for the company
  • Cascade Top-Down OKRs into the organization
  • Ask for Bottom-Up OKRs
  • Have team objectives discussions
  • Approve objectives if needed by managers

The wrap-up cycle starts automatically at the period end date. In this period you must:

  • Update the final result of every manual type OKRs, including the last tasks for the KRs based on tasks
  • Sit down with your manager to discuss your progress on OKRs during the past period.
  • Receive his/her feedback
  • Think of and review the validity of the actions and key results that have been defined in order to reach the objective. Analyze whether obtaining the key results have actually contributed to the objective or not
  • Score the objectives. Axy OKR will show you, as a guide, the Achievement and the Progress %, according to the KR actual results and the assigned weights. But you and your manager have to really score the Objective. This scoring is a number between 0 and 1:
  • 0.7 to 1.0 = green. (We delivered.)
  • 0.4 to 0.6 = yellow. (We made progress, but fell short of completion.)
  • 0.0 to 0.3 = red. (We failed to make real progress.)
  • Learn from it to plan the following period