How do I add Key Results to a departmental OKR?

To add Key Results to a departmental OKR, the user must be a designated Department Head or authorized employees who are given access to create OKRs.

Why this feature?

Once you create a department, you would like to start creating your department OKRs and assign it to yourself as a department head or to your department members. In order to have secured usability, Profit.co allows only the department head and the authorized users added by the department head to create OKRs. This is to make sure that no OKRs can be added without the concern of the department head and authorized users.

Adding key results to department Objective as a department head.

Once you set up your department and create your objective, you need to create key results.

FYI : To know how to create objectives for departments, click here.

Follow the below steps to create key results to your department objective.

To add Key Results to the departmental OKR,

Step 1:

Go to OKRs → Departmental OKRs from the left navigation menu.

Step 2:

Click on the Department you wish to view.

Step 3:

OKRs of the Sales Department are displayed.

Click on the [+] icon to enable creating Key Result via Quick Create.

Enter the Key Result name and press the Enter key to create a new Key Result.

If you want to create Key Results using the Step-by-Step guide, click on the Step-by-Step guide.

Step 4:

What do you want to do?

There are 7 types of Key Results:

Four actions are for measurables and two actions are to track. A measurable is something you can measure using a KPI.

Percentage Tracked

You intend to track progress like completion %

Read more

Milestone Tracked

You are trying to get something done that is not measurable by a KPI. It’s more a series of milestones that you want to track against

Read more

Task Tracked

You are trying to show the progress of your task with the created key result.

Read more

Baseline KPI

You don’t have a clear idea about the value of a KPI and want to establish a baseline

Read more

Increase KPI

Read more

Decrease KPI

You intend to decrease the value of a KPI

Read more

Control KPI

You intend to maintain the value of this KPI in a certain range

Read more

Select any one of the actions and click the Next button.

Step 5:

What do you want to change?

Select the required KPI for the Key Result by the category or by your managers’ KPIs and click the Next button.

If the required KPI is not available in the predefined list, click on Create KPI to create a custom KPI.

Note: Custom KPIs can be created by Super Users and Profit Managers only.

Step 6:

What is the extent of the change?

Here, you need to enter the initial and final values. For example: Increase Customer Satisfaction Score from 60 to 80.

Select any one option, enter the values and click the Next button.

Step 7:

When your Key Result needs to be accomplished?

You can set the deadline against which you plan to achieve the Key Result. Use the arrows to move to the next or previous financial year timeline. Click the Next button.

Step 8:

Any other context you want to add?

You can edit the name of the Key Result and add descriptive (Context) note to the Key Result, for better understanding and is not mandatory. Click the Next button.

Step 9

Do you want to assign this KR to someone?

Select the alignment type and choose the assignee, team, or department whom you want the key result to assign.

Step 10

How often do you want to update status?

Choose the required check-in frequency by clicking on the Select button.

Note: Multiple check-ins can also be selected.

Scroll down and click on the Complete button to create the Key Result.

Creating OKRs for departments as authorized users.

To know how an authorized user can create OKRs for departments, click here.