OKR Spreadsheet

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 compare and buy OKR software. Which begs the question, what’s the right OKR management tool for you? Use this selection guide to help you answer this question.

OKR Spreadsheet

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 compare and buy OKR software. Which begs the question, what’s the right OKR management tool for you? Use this selection guide to help you answer this question.

Here is a table that helps to answer this question and provides you with the key points to consider when making important decisions about your OKR management tool solution.

Cost

Spreadsheet e.g. Sheets

Free

OKR Software e.g. ZOKRI

Free or Paid

Best Practice Guide
Does the tool help users 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 the organization?

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

Free or Paid

Best Practice Guide
Does the tool help users 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 the organization?

Rarely

Yes

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

High

Low

As you can see from the table above, the argument for using spreadsheet tools like Sheets and Excel when you are planning to roll-out OKRs is a poor one when compared to OKR Software like ZOKRI.

Of course, an OKR vendor would say that, right? No. The reason ZOKRI exists is because Spreadsheets are really hard to make work and OKRs are too important to not use an appropriate OKR management tool.

Plan & Execute OKRs Easier With Software

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 exactly the guide and catalyst to business growth that was originally hoped for - something which is solved with a suitable OKR management tool.

ZOKRI guides its users to create OKRs with best practice in mind focusing on metrics that matter - it's actually very hard to create "fluffy" bad OKRs in the platform. Because of this, ZOKRI avoids getting used as a glorified task list pretending to be OKRs - much like what is often seen in Excel spreadsheets or other forms of OKR management tools.

Once you've found your North Star and understand what KPIs and Metrics you're going to focus on, your organization can start to plan and set OKRs:

Corporate OKRs
Often these are high-level and focus on budget or forecasts.

Team OKRs
Usually functional but can be project based too. As the name suggests - these are specific to teams and measured quarterly. You can read more about Team OKRs and see specific OKR examples here.

Check-ins
Assess the progress, confidence, blockers and Growth Initiatives by having weekly Check-ins. Depending on your choice of OKR management tool, this may be a manual task and difficult to get all parties involved. In ZOKRI however, weekly Check-ins are encouraged through structured agendas and workflow. Everyone remains focussed thanks to Target Meeting Lengths where confidence levels are updated and actions are captured and assigned to the right people.

Questions to answer before you choose an
OKR Spreadsheet?

Whether you’re calling it OKR management software or OKR spreadsheet, 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 a 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 OKR system of choice is the Spreadsheet or a market leading OKR software like ZOKRI.

Free Account Sign-up

No Credit Card Required