How do you Reflect/Reset OKRs?

Profit.co allows you to Reflect/Reset the OKRs to help you check whether you are on the right track and also to reset the most important OKRs to the preceding quarters.

Why this feature?

To Reflect on your OKRs at the end of the quarter based on your experience, you may want to carry forward some OKRs and eliminate some. The Reflect/Reset feature enables you to reflect on the achievement for the current quarter (celebrate!!!) and apply the learnings to reset them for the next quarter.

Step 1

Navigate to Settings → OKRs → Authoring in the left Navigation Panel. Under the Reflect/Reset tab enable the toggle Enable Reflect/Reset in the Reflect/Reset Page.

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

Click on the Question Builder to set 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

Navigate to the OKR where you want to do the Reflect and Reset.

Click on the Objective.

Go to the Reflect/Reset section and answer the questions to Reflect upon.

After answering the reflection questions, click on Update.

Step 3

After answering the questions click on Reset.

You will be getting the option to make some changes to the Objectives and the Key Results.

In the Objective section, you will be having the access to change the Name of the Objective, Visibility, Period, Target Date, adding Tags, changing the owner of the Objective, and the OKR category, after making the changes click on Next.

There are four types of resets for the key results given below,

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.

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.

Modify & Continue  

You can select this option to modify the numbers and continue with the key result 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.

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.

For instance, let’s set the action Modify & Continue. 

The first key result is an Increase KPI. So we can change the Key Result name, check-in frequency, Target date, and Current, and Target Values. 

Make the remaining reset changes for other key results and finally click on Reset.

In the Reset Overview menu we can review the changes.

Also in the OKR list view, we can identify the changes.

Related Blog Post

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