The OKR Management Tool Selection Guide

Most people and companies that are looking to introduce OKRs to their organization start with the idea that an OKR spreadsheet might be the OKR management tool to get them started. Others will look to buy OKR software. Which begs the question, what’s the right OKR management tool for you?

The OKR Management Tool Selection Guide

Most people and companies that are looking to introduce OKRs to their organization start with the idea that an OKR spreadsheet might be the OKR management tool to get them started. Others will look to buy OKR software. Which begs the question, what’s the right OKR management tool for you?

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Here is a table that considers the question and provides you with the key points to consider when making this important decision.

Cost

Spreadsheet e.g. Sheets

Free

OKR Software e.g. ZOKRI

Paid

Best Practice Guide
Does the tool help user adhere to OKR best practices?

Spreadsheet e.g. Sheets

No

OKR Software e.g. ZOKRI

Yes

Scalability
Does the tool easily scale with the business?

Spreadsheet e.g. Sheets

Hard

OKR Software e.g. ZOKRI

Easy

Training / Onboarding
Is it easy and fast to train and onboard team members?

Spreadsheet e.g. Sheets

Hard

OKR Software e.g. ZOKRI

Easy

Management Overhead
What’s the management overhead of managing OKRs with the tool?

Spreadsheet e.g. Sheets

High

OKR Software e.g. ZOKRI

Low

User Experience
What’s the management overhead of managing OKRs with the tool?

Spreadsheet e.g. Sheets

Poor

OKR Software e.g. ZOKRI

Good

Long-term Success
What’s the long-term success rate of setting-up and successfully
using OKRs using the management tool?

Spreadsheet e.g. Sheets

Low

OKR Software e.g. ZOKRI

High

Impact On Business
Is the potential positive impact on the business realized by business?

Spreadsheet e.g. Sheets

Rarely

OKR Software e.g. ZOKRI

Yes

Opportunity Cost
What’s the opportunity cost of the OKR management tool?

Spreadsheet e.g. Sheets

High

OKR Software e.g. ZOKRI

Low

Spreadsheet e.g. Sheets

OKR Software e.g. ZOKRI

Cost

Free

Paid

Best Practice Guide
Does the tool help user adhere to OKR best practices?

No

Yes

Scalability
Does the tool easily scale with the business?

Hard

Easy

Training / Onboarding
Is it easy and fast to train and onboard team members?

Hard

Easy

Management Overhead
What’s the management overhead of managing OKRs with the tool?

High

Low

User Experience
What’s the User Experience of using the tool for the purpose of owning and managing OKRs?

Poor

Good

Long-term Success
What’s the long-term success rate of setting-up and successfully using OKRs using the management tool?

Low

High

Impact On Business
Is the potential positive impact on the business realized by business?

Rarely

Yes

Opportunity Cost
What’s the opportunity cost of the OKR management tool?

High

Low

As you can see from the table, the argument for using spreadsheet tools like Sheets and Excel when you are considering rolling-out OKRs is a poor one.

Of course and OKR vendor would say that, right? No. The reason ZOKRI exists is Spreadsheets are really hard to make work and OKRs are too important to not use an appropriate OKR management tool. Ask people that have tried to implement OKRs and failed which OKR management tool they used. They will nearly always say a spreadsheet. They will then tell you about how engagement was low and how goals became ‘set and forget’ parts of the business operation. Not the guide and catalyst to business growth that was originally hoped for.

Questions to answer before you choose
OKR management software?

Whether you’re calling it a OKR management tool or OKR management software you’re looking for a digital solution to the opportunity presented from managing OKRs brilliantly within your business.

Ask yourself these questions:

  1. How important is growth this year to your business?
  2. Are the benefits of OKRs i.e. alignment, ambition, transparency, focus, critical to your plans to deliver growth?
  3. Is not succeeding with your OKR initiative a desired outcome and do you want to give yourself the best chance of succeeding?
  4. Is saving $100 a month for 10 person company or $1,000 a month for a 100 person company a saving you want to make when the ROI on OKRs via employee engagement and performance is so high?

Depending on your answers you will know whether your tool and system of choice is the spreadsheet of a market leading OKR software like ZOKRI.

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