Company OKRs enable the entire organization to align their efforts towards a common goal, fostering rapid progress and success. It is essential to define your company's OKRs with clarity and precision to drive meaningful results. In Synergita OKR, the  typically creates company OKRs, while designated admins can allow specific employees to create and manage them. Only those who have permission to create company objectives in configuration page will be able to create. Follow the steps below to create company objectives efficiently: 

 

Step 1: Access Company Objectives

  • Click on Company Objectives in the left navigation menu to access the Company objectives creation page.


Step 2: Create a New Company OKR

  • Click the Create your own button to initiate the creation of a new Company OKR.
  • If there are existing OKRs created, then the page will show the list of OKRs. To create the OKR, click on + button on the top right of the page.

  • OKRs can also be created using existing templates, by clicking on the button "Create using templates".
  • To Lean how to use OKR Templates, click here.


Step 3: Fill in the Required Information

  • If you create on your own, then it opens a Company Objective creation page, which presents various fields that require information. Ensure to provide the following details:

  • Objective Name - Type in the name of your objective.
  • Start date and due date - Select the start date and due date for monitoring the OKR's progress or accomplishing the set objective using the date picker.
  • Tag - Use this function to classify OKRs and facilitate easy reference. Click on the Tags field, choose from the options, and add custom tags by typing and pressing enter. You can add a maximum of 3 tags for an objective.



  • Visibility - You can set the objectives, as either confidential or Public. The public objectives are visible to all the employees while confidential objectives are visible only to specific users who are given view access. These users can be granted view access by entering the name in the Choose User text box.



  • Choose Owner  Begin typing an employee's name to see matching results from your company's directory. You can either select a name from the dropdown or click on View Directory. The directory popup showcases employees, their designations, and an action column with a Choose button. Use this to assign the objective's owner.



  • Define Key Result - Key results are specific, time-bound, realistic and measurable outcomes that drive the entire company for achieving their set objectives  Click on the Add Key results button to add the key results one by one.



  • Enter Key Result: Enter key results in texts that help achieve the main objective (max 2000 characters). E.g: Increase lead count to 100.
  • Measure By: Determines how you'll measure the Key Result, choosing from "Number", "Text", or "Boolean".
    • Number - This is a number-based target.
    • Boolean - Completed/Not-completed type of targets (Complete $100,000 value of Sales).
    • Text - The targets, which are not based on the number and Boolean fall into this type.
  • Unit: Select a unit of measurement. Options include "#", "%", "$", "R", "₹", "£". If these don't suit, choose Custom. This opens a popup where you can input a unique symbol or text. You can then determine its placement relative to numbers, using the "Show before number" or "Show after number" radio buttons.



  • Type: This dictates the nature of the Key Results. Options are: "Equal to", "Should decrease to", "Should increase to", "Should stay above", and "Should stay below".
  • Target Value: Based on the unit chosen, input the desired value for this Key Result.
  • Additional Box (Based on Type): If "Should decrease to" or "Should increase to" is selected as Target Type, an additional "Start Value" box appears.
  • Assign as Objective: Selecting this checkbox enables cascading the Key result into an objective for another user. It displays two options.
    • OKR Type: You can select the type of OKR to cascade, which can be Team or Individual.
    • Choose Owner Field: Text input to specify the owner of the cascaded objective. You can type and select the owner, or click on View Directory button.
  • Buttons: Three actions can be taken after defining the Key Result:
    • Delete: Removes the Key Result.
    • Clear: Resets the entered values.
    • Save KR: Saves the current Key Result. Saved Key Result can be edited or deleted later.


  • Weightages (Optional): Assign weightage to each key result to define their varied contribution to achieving the objective. Click the "Enable Weightage" toggle button to enable this feature. Ensure the total weightage of all Key Results equals 100%.



  • Progress Calculation: The progress calculation for the objectives aligned to this objective can either use only the key results or use both key results and progress of the objective aligned to it.
  • Initiatives: Assign weightage to each key result to define their varied contribution to achieving the objective. Click the Enable Weightage toggle button to enable this feature. Ensure the total weightage of all Key Results equals 100%.
  • Align Objective: Click the Align button and choose a parent objective to align your objective with. It can only be aligned with other company objectives.


Step 4: Save or Cancel the Objective

Finally, after filling all the fields you can choose to  , - Cancel, Save as Draft, and Submit the objective

  • Cancel: You can exit without creating the objective
  • Save as Draft: Retain your objective  as draft to be submitted later.
  • Submit: Submit and publish your  the objective.