OKR & KPI Management

OKRs are NOT measuring the impact of every process that is being followed, project being run and task being done. 

OKRs are your biggest and most important goals. The goals you decided to commit to over and above the business-as-usual (BAU) things that go on. Why? Because achieving these OKRs would have a big impact on performance.

KPIs are used to monitor company and teams performance, along with the systems and processes being followed, and job-to-be-done, as part of the everyday BAU.

As part of focusing energy on OKR delivery, it is best-practice to use these KPIs to define, track and discuss a subset of KPIs that would support goal achievement and alert you to any issues with team or department BAU health.

Example Of OKR + KPIs Working Together

Let’s explore how to write OKRs. This is an OKR example for a marketing team. Let us say they have decided Organic Search and SEO are a priority.

The team create the OKR

Organic Search becomes our #1 channel

  • Increase Unique Visitors from Organic to 100K
  • Generate 4,000 sign-ups from Organic

In addition to the metrics in the OKR, the Health Metrics being tracked alongside this as a means to both support the OKR and watch the general health of the channel are:

  • Pages Per Visit
  • Visit Duration
  • Target Keyword Average Ranking 
  • Number of target Keywords in Top 3

If we wanted to extend this example further we would add To-dos. These might include:

  • Complete a content audit
  • Improve sub-optimal content and make all content great
  • Write new content to fill content gaps
 

OKRs + KPI Management Made Easy

ZOKRI allows you to have your Health Metrics or KPIs alongside your OKR management. Checking them in like OKRs, updating progress and using Red, Amber, Green labels, and other metric management best-practices.

Whether you call them Health Metrics or KPIs, they are part of every team in an agile working environment and employee’s story and workday. 

Did you know that most employees are helping to maintain or improve Health Metrics or Key Performance Indicators (KPIs), but not very many know what theirs are, what the targets are, or how they are progressing. 

Not knowing OKRs or KPIs stops employees connecting the work they are doing with measurable outcomes and knowing that their hard work is having a positive impact. If you are new to OKRs and measuring KPIs your teams would need coaching.

 

Shared & Always Up-to-date

Whether your Health Metrics or KPIs are updated weekly or monthly, ZOKRI will ensure that owners are reminded to update their metrics and comment on the progress update.

Use easy manual updates or connect spreadsheets and tools to automate the latest values. Commenting ensures you get to see and keep the narrative that goes with changes in performance.

 

Metrics with targets

Create targets to increase, decrease, maintain, keep above or below. You can even create targets that are the sum of weeks or months or averages across a period. Make metrics part of your Performance Management processes.

 

Go from Metrics to Key Results with ease

If a KPI becomes a priority and you want to make it a Key Result that is seamless as well. You can even set an ambitious target that stretches and inspires your team.

 

Personal and shared dashboards

See your KPIs on your ‘Home Page’, or embed KPIs in Dashboards. You can even add KPIs to planned meeting agendas in ZOKRI.

Glen Westlake
Project Principle

Glen has scaled and exited several companies. He helps customers develop their strategies, use OKRs, and execute their plans.

His deep understanding of sales processes and AI enablement makes him a great fit for customers with challenges in those areas.

  • Create value for customers and improve customer experience as a driver of competitive advantage and sales growth.
  • Increasing productivity of teams and individuals.
  • Evolve roles to leverage what are uniquely human advantages to create a happier, more engaged and more productive workforce.