Build your OKR and strategy tracker.
Connect objectives and key results to baselines, evidence and review decisions.
How to build your okr and strategy tracker
Describe the job
Connect objectives and key results to baselines, evidence and review decisions.
Review the first version
Choose how the objective owner records the objective and how the measurement owner reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
An OKR and strategy tracker example
A key result reports improvement but its baseline uses a different period.
OKR and strategy tracker example
- Record
- OKR and strategy tracker · 01
- Owner
- Objective owner
Current stage · Objective owner
Open the objective
A key result reports improvement but its baseline uses a different period.
Read the full walkthrough
Open the objective
A key result reports improvement but its baseline uses a different period.
- Record:
- OKR and strategy tracker · 01
- Owner:
- Objective owner
Review the review
Keep the mismatch visible before the reviewer accepts progress.
- Stage:
- Awaiting measurement owner review
- Owner:
- Measurement owner
Keep the measurement source and period visible
Keep the measurement source and period visible when reviewing progress.
- Next action:
- Keep the measurement source and period visible when reviewing progress.
- Owner:
- Strategy coordinator
What to include in your okr and strategy tracker
Keep the objective in context
Keep objective, key result, baseline, measurement source, initiative and review together so the next person can understand the request or record.
When the next step needs a decision
A key result reports improvement but its baseline uses a different period. Keep the mismatch visible before the reviewer accepts progress.
Keep review visible
Keep the measurement source and period visible when reviewing progress.
Choose what each person needs
Give the objective owner a working view and the measurement owner a review view. Keep objective and key result attached to the decision as the work moves between them.
Questions about OKR and strategy tracker
Start with objective, key result, baseline, measurement source, initiative and review. Describe who enters the information and who reviews the next step.