How do you Reflect/Reset OKRs with Sub KRs?

Profit.co allows you to reflect on your OKRs to help you check whether you are on the right track and reset for the next quarter.

Why this Feature?

• This feature enables you to reflect on the achievements for the current quarter and apply the learnings to reset them for the next quarter.
• Promotes a culture of ongoing learning and adaptation by refining goals based on past performance.
• Revisiting OKRs with their Sub KRs sharpens focus on what has worked well and what needs adjustments.

Step 1

To enable Reflect/Reset navigate to Settings → OKRs → Authoring → Reflect/Reset.   Enable the Reflect/Reset toggle. Click on the Question Builder.

Note: Only Super Users can enable the Reflect/Reset option.

And set the questions for Reflection.

You can also restrict the employees to do Reflect/Reset for the OKRs in your organization using the Reflect/Reset Timeframe.

Step 2

To Reflect/Reset the key result level with sub-key results navigate to the OKR and click the Parent Key Result.

Step 3

In the Parent Key Result overview page, click on the Reflect/Resets tab.

On the Reflect/Resets page, you will find the selected OKR with the Reflect and Reset button separately on the right side. Click on the Reflect button first.

Step 4

You will be directed to a Reflection Questions page, here you can find a list of questions to reflect upon.

Once you have completed answering all the questions click on the Reflect button.

Step 5

There are four types of resets available for the Key Results with the Key Results:

• Extend as is
• Modify & Continue
• Add to Backlog
• Complete & Close

Extend as is

The "Extend as is" an option can be selected if the key result is incomplete but still relevant to the next quarter. The Check-in Frequency can be changed under this option.

Add to Backlog

If the key result is not relevant for the upcoming quarter or year the "Add to Backlog" option can be selected even if the key result is completed or not completed.

Complete & Close

The "Complete & Close" option allows a key result to be completed and closed for the current quarter and not continue for the next quarter.

Modify & Continue

The Modify & Continue option allows you to change the value of the key metric and push the Key Result to the next period. 

Step 6

We will have a key result Reset using the action Reset & Continue as shown below.

Once the Reset is done. It will be displayed in the Reset Overview.

The Parent Key result will reset and present in the list view with the Target Period of the next quarter as shown in the below image.

Related Blog Post

To know more about Reflect/Reset in the OKR world, click here.