[Use Case Marathon] Week 8 - Goal and OKR Management ๐ŸŽฏ

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Hello everyone! ๐Ÿ™Œ

Weโ€™re excited to be back with the next topic for discussion: Goal and OKR Management in Wrike.

Terminology ๐Ÿ“–

OKRs stands for Objectives and Key Results; itโ€™s a goal-setting methodology that can help teams set measurable targets and have better visibility into company, department, and/or teamโ€™s goals.

We recommend getting familiar with the RASCI model if you arenโ€™t yet to help manage your OKR process. The RASCI model is a responsibility assignment matrix. It helps you have a clear view into whoโ€™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 ๐Ÿ“Œ

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 donโ€™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 ๐Ÿ“

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.ย 

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.

Functionality ๐Ÿ’ป

  • Folder structure
  • Projects
  • Tags
  • Custom Fields
  • Dashboards
  • Reports

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Are you using OKRs to set up goals and means to achieve them? Please share your tips & tricks with us here ๐Ÿ˜Š

If you donโ€™t do this in Wrike (yet), but would like to learn more about the setup, please let us know in the comments below! ๐Ÿ‘‡

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Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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I definitely need to learn about OKRs!

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Thanks,ย Heather Hernandez, I'll pass on your interest to your account's Customer Success Manager ๐Ÿค—

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With our request system being all in Wrike, we typically track development and quality assurance hours for each request in a custom field. Our entire department has an annual goal for development hours based on the employment level of the associate (analyst versus developer). We have reports set up to easily determine how many hours each person has for the current year and what is currently in our request queue.ย 

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We have OKRs, but do not currently have metrics. So this is great! I heard about this and have been excited for it to be released!ย 

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We established OKRs when we launched Wrike and we continuously monitor to ensure we are getting the desired reporting and tracking progress across the board.ย ย 

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Thank you for sharing here, folks! ๐Ÿ™Œ

Elizabeth Kennedy Bayerย Would you like me to pass on this info to your account's CSM so that they could help with setting up the process in Wrike? I'd be happy to help ๐Ÿ‘

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Lisaย I would love that! I'm the person who would need the information. I'm planning on getting my first Scum Master certification soon and I am the Wrike account manager.ย 

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I use a quarterly table view of projects with a single project lead per project and require they fill in the goals and results per project. Itโ€™s very simple to update and provides clear visibility.

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Thanks Elizabeth Kennedy Bayer, we've passed that on now, thanks for confirmingย ๐Ÿ‘

Great approach Jessi Beamer, thanks for sharing!ย 

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Something to add to our next leadership team meeting - the hard part is quantifying the KPIs to trackย 

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Great to hear this might be helpful to your team Debbie Brownlieย ๐Ÿ™Œ

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Need to learn more,ย  but this could add more value to our current project.

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I want to mention this Wrike discover course for OKRs, which is a very good introduction to this topic: https://discover.wrike.com/learn/course/1496/801-track-objectives-and-key-results-okrs

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Thank you for your interest Kevin Thalacker, I will let your Customer Success Manager know ๐Ÿ‘ย  And thanks so much for sharing the link for the Wrike Discover course, Florian Kislichย ๐Ÿค—

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