Hello everyone! 🙌
We’re excited to be back with the next topic for discussion: Goal and OKR Management in Wrike.
OKRs stands for Objectives and Key Results; it’s a goal-setting methodology that can help teams set measurable targets and have better visibility into company, department, and/or team’s goals.
We recommend getting familiar with the RASCI model if you aren’t yet to help manage your OKR process. The RASCI model is a responsibility assignment matrix. It helps you have a clear view into who’s doing what and what level of involvement your team members need to provide for different projects. Each letter in the RASCI model represents a person (or people). Here is a breakdown of what each letter designates:
- Responsible: The person who will actually be doing the work
- Accountable: The person who needs to sign or approve that the work has been completed
- Supportive: People who, at times, will be helping to complete the work
- Consulted: People whose opinions or insights will be needed to complete work
- Informed: People who should be told about progress or what changes are being made
Real-Life Example 📌
You work in a customer service department and one of your goals for the next quarter is to improve customer satisfaction. Every team member knows that this is one of the main goals, but they don’t have a clear path of how to achieve this goal. Set up an OKR with customer satisfaction improvement as an objective, and define clear and measurable key results that will help achieve the goal. Creating and managing the process in Wrike can help you achieve visibility and clear targets where everyone on the team knows what they are doing and why.
OKR Setup 📝
Once your OKRs are defined, you can start by having a kick-off meeting to create a structure and assign work. Your objectives can become parent projects, and your key results that need to be achieved to complete the objectives can be represented by subprojects. You can create custom fields for mapping your RASCI roles, tracking progress and latest updates, etc.
Table View or a Dashboard for OKRs can be great tools for regular checks, and you can also use reports for more formalized progress tracking.
- Folder structure
- Custom Fields
Are you using OKRs to set up goals and means to achieve them? Please share your tips & tricks with us here 😊
If you don’t do this in Wrike (yet), but would like to learn more about the setup, please let us know in the comments below! 👇
Lisa Wrike Team member Become a Wrike expert with Wrike Discover