How do you Reflect/Reset OKRs?

Profit.co provides a Reflect/Reset feature that helps teams review their OKRs at the end of a cycle, learn from the results, and reset goals for the upcoming quarter.

What is Reflect/Reset in Profit.co?

Reflect/Reset allows teams to look back on their OKR performance, capture learnings, and decide which Objectives and Key Results should continue, change, or close. This ensures continuous improvement and alignment between quarterly cycles.

Reflection helps teams celebrate accomplishments, identify gaps, and make informed adjustments. Resetting ensures that OKRs stay relevant and actionable for the next period.

Why should you use Reflect/Reset?

Teams use this feature to:

• Review performance at the end of each quarter
• Apply learnings before planning the next cycle
• Carry forward, update, or discontinue OKRs based on relevance
• Improve goal-setting accuracy over time
• Maintain continuity between strategic objectives

Reflect/Reset ensures that OKRs evolve with progress and remain aligned to business priorities.

How to use Reflect/Reset in Profit.co

Step 1: Enable Reflect/Reset in Settings

Note: Only Superusers can enable this option.

• Navigate to Settings → OKRs → Authoring.
• Switch to the Reflect/Reset tab.
• Enable the Enable Reflect/Reset toggle.
• Select Question Builder to add reflection questions.

• Use Add Sections to include additional Q&A sections or Reflection prompts.
• Define a Reflect/Reset Timeframe to control when employees can perform the action.

Step 2: Reflect on an Objective

• Open the OKR you want to review.
• Select the Objective → View Details.
• Click the ellipsis (⋮) → Reflect/Reset.

• In the Reflection section, answer the listed questions.
• Click Reflect to complete the reflection process.

Step 3: Reset the Objective and Key Results

After reflection, click Reset to update the Objective and Key Results for the next quarter.

Edit the Objective

You can update:

• Objective name
• Period (e.g., Q3 → Q4)
• Visibility
• Tags
• Owner
• OKR Category

Click Next to proceed to Key Results.

Reset Options for Key Results

Profit.co provides five ways to carry forward or close Key Results:

1. Complete & Close

You can select this option if the key result has been completed, and the key result won’t be added in the next quarter.

2. Extend as is

You can select this option if the key result is not complete but is still relevant. So, you continue with the key result as is. Here you can change the name of the key result, the Target Date, and the Check-in Frequency of the Key Result.

3. Modify & Continue

You can select this option to modify the numbers and continue with the key results to work on the next quarter. Here you can change the name of the key result, the Target Date, and the Check-in Frequency of the Key Result including the check-in values.

4. Add to Backlog

You can select this option if the key result is completed or not completed, but you don't want to work in the upcoming quarter.

5. Do not carry forward

You can select this option to stop carrying forward a partially completed Key Result to the next quarter. This keeps the KR open in the current cycle with its existing progress, helping you maintain accurate historical tracking without marking it as completed.

After completing all steps, your Objective (e.g., Q3 Objective) will be reset to the next period (e.g., Q4).

Best Practices for Using Reflect/Reset

• Reflect honestly: Capture real learnings to improve future OKRs.
• Reset only relevant KRs: Avoid carrying forward outdated or low-impact work.
• Refine targets: Use performance insights to sharpen targets for the next cycle.
• Align with leadership: Validate resets with managers or OKR champions.
• Document insights: Use reflection questions to track progress over multiple cycles.

Related Questions

Learn more about Reflect/Reset OKRs in Profit.co, click here.

Frequently Asked Questions