Individual OKRs help in aligning the entire workforce towards Organization OKRs. Please follow the steps required to create new individual OKRs. 

Step 1: Click on "Individual Objectives" in the navigation menu. You will land on the "Individual Objectives" page. 

 Step 2Click on the "+" icon to create a new individual OKR.  

Step 3: To provide details on the "Create Individual Objective" creation page.  

  • Objective Name - Define your objective clearly. It's a qualitative statement that communicates what needs to be accomplished without ambiguity. 
  • Description - Provide a brief description of your objective.
  • Measure by - Define how you prefer to measure the target. Number-based and qualitative/textual targets are supported. 

  • Enter Target- The target to be achieved is entered, it can be textual or numerical depending on the objective created.
  • Start date and due dates - The dates for the commencement and the due date for showing the progress / accomplishing the OKR can be picked from the date picker that pops up when you click on the respective boxes. 
  • Tag - You can tag the objective for easy reference. The "Add New Tag" feature enables the user to add more tags based on the organization's requirements.

  • The logged-in user becomes the objective owner, by default. This person can update the progress as well as edit the OKRs as needed.
  • Key Results -  Key results are very important for the organization to drive the team and the individuals for achieving their set goals in the right direction. You can add the key results one by one. 

  • Weightages - You can optionally add weightage to each key result. Weightage allows you to define key results of varied complexities.

  • For each result, you can provide a name, and choose a target type, Target, and weightage. 

  • Target: The target is either quantitative/ qualitative or Boolean. Target is what needs to be achieved.  
    •  Number - number-based targets.  Periodically, you will be able to update the numbers achieved and compare them against the set targets (e.g. - Sales targets).
    • Boolean - Completed/Not-completed type of targets (e.g. - Get the Organization ISO 27K certified). 
    • Text - The targets, which are nonnumerical and Boolean fall into this type. 
  • Initiatives - Initiatives are the steps taken that will help you to achieve the key results. Enter the initiatives that are relevant to the Key Results that will help in achieving the target.

  • Align - The Align functionality brings everybody on the same page and unifies the goals. You can align an objective with another objective based on the relevance. Once you align, the objective aligned to the parent objective impacts the Objective target achievement percentage.   
  • Click on the "Save as Draft" button to save the OKR in draft mode, by doing so you can edit the created objective in the future and make any changes that you wish to. 
  • Click the submit button to publish it.