Introduction to the PEEL approach
Profit.co OKR software is designed & developed in such a way that it helps businesses set challenging and ambitious goals with measurable results. Learn how to review OKRs using the PPP framework or create your own review method in this video. This document will guide you to use the OKR software better.

The PEEL approach walks you through each step of the OKR journey:
- Plan your OKRs
- Execute your OKRs
- Engage your employees
- Learn from your successes and failures in an institutionalized way

Planning
Planning is the first thing that you have to do before creating and executing successful OKRs. Whether you’re creating new OKRs or refining old ones, your objectives and key results are conceptualized during this stage.
Execution
Once you complete planning, you have to move towards the execution phase. Once OKRs have been set and determined, you can begin to check in your key results. Profit.co has a check-in feature that provides you with a reminder (which can be set according to your schedule) to review your OKR progress.
Engagement
Profit.co supports employee engagement by awarding them for their performance and the success of their OKR progress.You can give awards to managers, peers, and subordinates. These awards, which can be set by superusers, is a points-based awading system.
Learning
The last component of the PEEL cycle is learning.
In Profit.co you can use hashtags to note and communicate issues or successes that you’ve had during your OKR experience. Keeping a record of problems can really be beneficial in figuring out a solution and helping in learning your OKR management better. It’s important to remember that this PEEL approach of Profit.co isn’t a finite process; instead, it’s a cycle that requires engagement and practice in order to truly learn from experience.
Plan – OKR Planning
Companies like Google, LinkedIn, and Netflix have become massively successful in using OKRs as a goal-setting system. They continue to push themselves and rise to every occasion by thriving hard towards attaining success. Even they had to start from somewhere, and it can seem like a daunting task when they planned for OKRs from scratch.
In this section, we will discuss creating objectives, creating key results, aligning OKRs, creating dependencies, and using OKR tags.
Objectives
Create an Objective
In Profit, there are three ways to create an objective:
1.Step-by-Step Guide
As an individual contributor who is new to the product, the Step-by-Step option takes the most amount of time, but it also provides you with a comprehensive guide for creating your objectives.
2.Quick Create
Quick Create allows you to add objectives to the program by typing their name and creating them from a textbox. These objectives can be edited later using the pencil icon to the right of the objective.
3.Using Form
The Form option provides you with another quick way to create an objective in a single window.
If you don’t see all of these options available in your account, you may need to reach out to a superuser to enable the options that are currently unavailable.
Change Objective Owner
Profit.co allows you to set the owner for Objectives that are created under My Departments OKRs. You can assign, as well as change the owner for any OKRs that are created in My Department OKRs
OKR visibility
While creating an objective, you need to set visibility. Visibility option helps you restrict the view of your OKRs.
For more information about visibility, see the following video:

OKR Alignment
Aligning with another OKR establishes a connection between your objective and the objective you are aligning with. For example, you may decide to align your objective with your manager’s in order to contribute to a larger OKR, or you may align your OKR with a peer’s to show a connection to a team OKR. When OKRs are aligned, their relationships are visually represented in a cascading effect beginning with corporate OKRs down to individual OKRs.

From backlog
If you’re looking for a drafting space for Objectives, you can use the Objectives Backlog. To access the backlog, click on the symbol in between the action and help centers in the top right corner of your screen.

Once you enter the backlog, you can create an Objective by clicking on the Create button at the top left of the screen.

Type a name for the Objective and set the OKR Levels. You can also add the Key Results. Finally click on the create button.

Click on the Target icon on the right side of the objective name.

Once you’ve clicked “Add as objective”, you’ll get the Name,Target and Visibility to cross check and Create it finally.

After creating the Objective it’ll be reflected on the page , in which OKR level we have setted.

Key Results
Creating Key Results
Key results are the actionable steps needed to achieve the goal that you’d like to reach to complete your objective. Key results are basically measured or tracked in order to determine the progress made towards your objective.
In Profit, you’ll find four ways to create key results:
1.Step-by-Step Guide
For end users new to the product, the step by step guide is the most comprehensive tool to use to create key results, although it is the longest option.:
2.Quick Create
Quick Create allows you to create key results by selecting “Add a new key result” beneath your objective and typing in your KR name. This option is the quickest way to create a key result once you’ve become familiar with the program. Your key result can be edited at any time using the pencil icon.
3.Using Form
The Form option provides you with another quick way to create your key result in a single window.
4.KR Backlog
The KR Backlog is a drafting space for key results where you can start them and add them to your objectives later.
Pending Check-ins
You can now view the pending check-ins of employees in My Org’s in Profit.co and it helps you to keep track of their progress towards their key results.
Note: Only the manager can view the pending check-in list of the subordinates.

Creating Sub Key results
You can now branch out your parent key results and create sub key results for your objective in Profit.co.
Note: Before creating sub key results, navigate to Settings → OKRs→ Alignments & Dependencies from the left navigation panel.

Distribute weight for key results
Profit.co enables you to assign your key result to multiple users and update your key result progress automatically. For percentage tracked KR you can distribute percentage contributions to your team members.For increase and decrease KPI key results, you can distribute the KPI value to your team members.

Distribute weight for sub key results
You can now create subkey results by simply distributing the key result weightage to multiple assignees at a time using the Distribute button in Profit.co. By doing this you can create subkey results, assign multiple assignees and distribute weightage to each key result.

Key Result Reports:
You can generate report of the key results without tasks.
To learn more about this process, click here.
Cascaded OKRs:
Profit.co provides an alert message before changing the assigned Key Result as an Objective.

To learn more about this process, click here
KPIs
There are seven key result types, in which you can show progress by using the following KPI in the kesy results.
Percentage Tracked
Percentage Tracked key results allow you to track and measure key results using percentage. For example, “Publish 10 Blog Posts” can be represented by the percentage of blog posts you’ve published. If you’ve published five posts, your key result would be 50% complete, or if you’ve published nine, it would be 90% complete.

Milestone Tracked
The Milestone Tracked option is ideal for tracking key results that need to be completed through multiple steps. While many key results are quantitative, there are times in which your progress can’t be measured numerically. During such instances, Milestone Tracked key results can be used and you can achieve your key result by completing sequenced steps or milestones.

Task Tracked
You can create Key Results using Task Tracking non measurables in Profit.co. This KR type directly associates your task with the created key result, so that you can track the progress of your selected tasks from the workspace via key results.

Also you can display the completed task count in Task Tracked Key Result.

Baseline KPI
The third type of key result is Baseline KPI. This can be used when you don’t have a clear idea about the value of a KPI and you want to establish one. For example, this could involve either establishing a customer satisfaction score or an employee score–it’s about creating something you don’t have at the moment and need to establish a baseline for moving forward.

Increase KPI
Next is the Increase KPI. This can be used when you are trying to increase the value of a KPI. For example, you may use this option for increasing the revenue or increasing the number of retail outlets that your organization focuses on. Depending on what you’re looking to increase, you can make your KPI increase the value of a specific number, percentage, amount of money, or time etc.

Decrease KPI
In some instances, it may be the best to lower the value of a KPI. For example, an organization may aim to reduce the employee attrition rate or reduce the number of issues in a test or product. With Decrease KPI you can decrease the numeric value, percentage, currency, or time of the key result.

Control KPI
Finally, the Control KPI, allows you to keep the value of a KPI within a specific range, mostly above a certain amount, or below a certain amount. For example, if you want to control employee training hours in between 20-40 hours a year, then it is Control KPI because you’re looking to maintain a range in between certain values. Other times, it may be beneficial to have a lower limit, like if you want at least 10,000 views on your webpage per week. The lower limit would be 10,000–then it is an “at least” Control KPI. Or maybe you’re looking to enforce an upper limit. An example of an “at most” Control KPI could be a key result to “ensure that all KPIs respond within 400 milliseconds.” In this instance you do not want your KPI to exceed 400 milliseconds. Control KPI can also be tracked by a variety of measurements such as numeric value, percentage, currency, or time.

From backlog
If you’re looking for a drafting space for these key results, you can use the KR Backlog. You can also create a key result backlog to store your created key results. In Profit.co you can move your key result to the backlog and vice versa. If you want to remove the backlog from the list you can remove it easily.
Swiftly move Key results to any objective
You can now swiftly move key results to any destined objective using the drag and drop technique like how you rearrange key results in Profit.co. It helps you to save time and also you can move any key results to any objective and start showing progress right away.

You can also move the key result within the same Objective.

Rearrange the order of KRs, Objectives, and Tasks in their actual list page:
You can always rearrange your Key results, Objectives, and Tasks through drag & drop in Profit.co. This helps you to keep the prioritized KRs, Objectives, and Tasks at the top and helps you to organize OKRs and Tasks at your convenience.

Assignments
Enable Multi Assignee in KR Assignment
You can assign a single key result to multiple assignees in Profit. co. This helps the assignees work collaboratively over a single target with each being assigned a certain percentage to contribute to the key result.

Filter the assignees in the OKR list page
Profit.co allows you now to filter the Objectives and Key Results assigned to you in one click. Just by clicking on the right side of the filter, you can filter the assignees and view the OKRs associated with them.

Change the assignee for a Key Result
In Profit.co you can now change the Assignee of a key result in two ways: one is that you can change it in the OKR list page itself and the other one is changing it by navigating through the overview page of the key result

Clone/Copy OKRs:
We can clone/copy the OKRs if you want to make a duplicate of the existing OKRs.

To know more about this process, click here.
Also you can clone/copy OKRs along with tasks.

All Team OKRs:
All the profit users can have access to view all of the team OKRs.
To learn more about this process, click here.
Add Weightage for Objectives:
We can define weightage for the Objectives. Click on the Weight icon to add the values.
To know more about this, click here
We can also track the changes in the objective weights defined at the OKR level by clicking on the “View Log” in the OKR weight-defining pop-up in Profit. co.
To learn more about this, click here.
Add Note on the Objectives:
Mouse hover over the objective name and click the
Notes symbol.
To know more about this, click here.
Copy OKR Link and Share to Others:
We can copy the OKR link and share it with other employees to collaborate and get their comments.
To know more about this process, click here.
Alignments
When you plan your objectives, it is imperative that you know what your management wants to achieve and align your OKRs with goals. You can certainly have your individual OKRs, but some level of alignment or connection is indicative of an execution-driven organization. The level of alignment is different for each company and Profit.co allows you to create the ones that are right for your organization.
Aligning with other OKRs
When creating a new OKR, you have the option to align your OKR with someone else’s. By aligning your OKR with your manager, with the company, a department, or a peer, you can establish a connection between your individual goal and that of another.
Aligning with my manager’s OKRs
You can align your OKRs with the higher level OKRs and create an alignment in hierarchical structure.
Aligning with another’s OKRs without syncing your results establishes a connection between your OKR and your manager’s, peer’s, or organization’s–it shows that by completing your OKRs, you are contributing to their larger OKR. Ultimately, however, your progress is individual and your completion progress is not directly synced with another OKR.
Or you can create alignments in which your objective is someone else’s key result. When your manager creates his or her OKR, they have the option to assign their key results to someone as an objective. If they choose to assign it to you, your objective is automatically linked to their OKR as a key result. You also have the option to add your objective as a key result to their OKR. This means that your actions and completion status directly affect the completion of your manager’s OKR, as the two are synced.
To create an alignment between your OKR and your manager’s, select “view” to the right of your OKR. Once you have done so, you’ll find the “Alignments” section on the right side of your page.


Once you select “Align”, you’ll be given the option to align with your management’s OKRs, your corporation’s, all departments’, all teams’, all employees’, or selected OKRs. When you select “My Management’s OKRs”, you’ll see a list of your managers with their OKRs beside them.

Select the OKR you’d like to align with and press “Update.”
Once you update these alignments, your manager will receive a notification in their action center that you have aligned with their OKR–they then have the option to accept or reject the alignment.
To sync results between your OKR and your manager’s you follow the same process, but you need to select the “Add as Key Result” toggle at the bottom of the window before completing the alignment. This will add your objective as a key result to their OKR, which will then associate your OKR progress with their’s.

Aligning with another employee’s OKRs
The process of aligning with another employee’s OKRs is just like aligning with a manager’s OKRs. To create an alignment between your OKR and someone else’s, click the “view” option to the right of your OKR.

Once you have done so, you’ll find the “Alignments” section on the right side of your page.

Once you select “Align”, you’ll be given the option to align with your management’s OKRs, your corporation’s, all departments’, all teams’, all employees’, or selected OKRs. When you select “All Employees”, you’ll see a list of all employees with their OKRs beside them.

Once you open the “All Employees’” page, you can find an employee alphabetically by first name or use the search feature. Their OKRs are listed to the right of their name.

To show a connection between OKR main ideas, choose the OKR you’d like to align with and select “Update” at the bottom of the window.
To sync your progress select the “Add as Key Result” toggle at the bottom of the window and then click “Update.”
Aligning with my department’s OKRs
Aligning with your department’s OKRs follows the same format as aligning with a manager’s or another employee’s OKRs. To create an alignment between your OKR and your department’s, select “view” to the right of your OKR.

Once you have done so, click the “Alignments” option on the right side of your page.

Once you select “Align”, you’ll be given the option to align with your management’s OKRs, your corporation’s, all departments’, all teams’, all employees, or selected OKRs. When you select “All Department’s OKRs”, you’ll see a list of all of the departments in the organization with their OKRs beside them.

Departments are listed alphabetically. When you select your department, you’ll see all of the OKRs for your department listed.

To show a connection between OKR main ideas, choose the OKR you’d like to align with and select “Update” at the bottom of the window.
To sync your progress select the “Add as Key Result” toggle at the bottom of the window for your objective to become a key result of your department’s objective.

Aligning with another department’s OKRs
To align with another department’s OKRs you follow the same process as aligning with your own department’s OKRs. To create an alignment between your OKR and another department’s, select “view” to the right of your OKR. Once you have done so, you’ll find the “Alignments” section on the right side of your page.


Once you select “Align”, you’ll be given the option to align with your management’s OKRs, your corporation’s, all departments’, all teams’, all employees, or selected OKRs. When you select “All Departments’ OKRs”, you’ll see a list of all departments in the company with their OKRs beside them.

The list of departments is organized alphabetically. When you select the department you’d like to align with, you’ll see all OKRs for that department listed.

To show a connection between OKR main ideas, choose the OKR you’d like to align with and select “Update” at the bottom of the window.
To sync your progress with the department’s OKR, select the “Add as Key Result” toggle at the bottom of the window for your objective to become a key result of the department’s objective.

Aligning with Corporate OKRs
You can also align your OKRs with corporate OKRs. To create an alignment between your OKR and your corporation’s, select “view” to the right of your OKR. Once you have done so, you’ll find the “Alignments” section on the right side of your page.


Once you select “Align”, you’ll be given the option to align with your management’s OKRs, your corporation’s, all departments’, all teams’, all employees, or selected OKRs.

On this page, you’ll see a list of all of the corporate objectives for your company.

To show a connection between OKR main ideas, choose the OKR you’d like to align with and select “Update” at the bottom of the window.
To sync your progress, select the “Add as Key Result” toggle at the bottom of the window for your objective to become a key result of the company’s objective.

Aligning Sub key results
You can now perform bottom-up alignment on your sub key results in Profit.co. You can now align as a key result to an objective or you can align as a subkey result to a key result.

Bottom-Up Alignment from Corporate to Department level OKRs
Users can align the corporate OKRs to the department level.
To learn more about this process, click here.
Dependencies
Create dependencies with other Key Results
You can make your key results dependent on the completion of other key results. For example, you may want to increase your number of clients but depend on the marketing team’s social media outreach in order to do so. Dependencies are visible on your key results page when you select “View” next to your key results.

OKR Tags
OKR tags to best organize my objectives and key results
Your objectives in Profit can be organized using a system of tags or labels. Tags can either describe your OKRs using words like “Aspirational” or “Committed”, or you can categorize them based on department with words like “Sales” and “Finance.” Tags can be created in settings by a superuser. To tag an OKR, go to the “All My OKRs” page, and select the OKR you’d like to tag. On the view page for your OKR, select the tag icon beneath “All My OKRs.”

Add Tags while creating objectives
You can now create objectives using tags in Profit.co just like you do for your key results.This helps you to tag your objective right when you create it.
Note: You can choose more than one tag for your objective.

End of Quarter Presentation:
The End of Quarter presentation is a tool in Profit.co that helps users quickly and easily create a PowerPoint presentation with Overall OKR progress and KR progress for the current quarter, and plan for the next quarter for any department and available in all department tabs.
To know more about this click here.

OKR Progress Presentation :
You can now enable and download your OKR Progress presentation just like you do for your End of quarter presentation in Profit.co. This OKR Progress presentation feature is now accessible to All Departments, all employees, and in the My departments OKRs list page.

Radar Chart
Profit.co enables users to view the progress of OKRs displaying multivariate data on the progress in a form of a radar chart. To navigate to the radar chart view of the OKRs follow the below steps.

Assignments (Top down)
Assign KR as a KR or as an objective or to a copy of an objective
KRs can be assigned in 3 ways : KR as KR, KR as objective and assigning KR with a copy of the objective. You can assign key results to the team members as a key result to easily allot OKRs, instead of creating it every time. The alignment and dependencies option is available under the OKR option under the settings menu. To assign a KR as KR, click on the Edit option of the key result. In order to assign a KR either as an objective or as a copy of objective, enable the required toggle.

Meetings
You can now schedule OKR meetings to discuss the progress of the Team, Weekly and quarterly OKRs in Profit.co. You can schedule four types of meetings in Profit.co.
- 1:1 meetings
- Team meetings
- Weekly progress meetings
- Quarterly progress meetings
You can also reschedule a meeting that is missed, skipped or postponed for any reasons in Profit.co.

We can add notes in weekly and quarterly meetings.
You can now assign tasks boards directly from your meetings page while you schedule a meeting.
We can also schedule meetings with multiple teams and departments.
We can export talking points and tasks from the meetings.
Profit.co provides an option to change the created task to a different workspace/board under Meetings.
You can now schedule the Team, Weekly and quarterly meetings to discuss the Corporate OKRs.

Execute
Check-Ins
Key result check-ins are an opportunity for you to track your KR progress to indicate your confidence level in achieving your key results. How often you check-in on a key result is dependent on the frequency you set for your key results during the creation process. Learn how to check-in on your key result.
Many organizations select a frequency of once a week. Whether you’ve selected once a week or once a month, this will be the day where you check-in on your key results. In the check-in window, you can complete three components of a check-in process: value, status, and comments.

The status is a label that you can attribute to your KR based on your confidence level to complete it. The status labels are: Not Started, On Track, At Risk, In Trouble, Completed, or Archived.

Your check-in history is also visible in this window beneath the projection graph. You can filter check-ins based on “On Time”, “Missed”, or “Late” check-ins.
Note: Superusers can enable action center notifications to remind you of check-ins that are due today and check-ins that are overdue.
You can also edit each check-in value in the check-in history for key results under the History tab in your key result overview page.
Learn how to edit check-in values.

You can also check-in for future target date
Check-in above the Target Value:
Profit.co provides an option to do check-ins for the Key Result above the Target value.
To learn more about this process, click here.
Create new KPIs
Create a KR using form and select the KR type as Baseline, Increase, Decrease or Control KR type and click search and select KPI. Learn how to create new KPI in Profit.co.

Task Management
Profit.co offers a world-class task management system that enables users to get things done easily and quickly. Track project roadmap, communicate and delegate subtasks to teammates and set deadlines. Profit eliminates the need for searching your email, sticky notes and other apps for to-dos, and figuring out your priorities everyday. Learn how to enable/disable task options in Profit.co.
Create a task
Note: ‘My Space’ is a default workspace which will be present at the tasks main page, this is where you will be creating tasks.
Tasks can be created under ‘my space’ under the tasks menu. Learn more on how to create a new task.

Task Assigned to me
The task which has been assigned to you by the managers or peers will be present in the ‘My Task’. Once a task is assigned to you, you can accept/reject it. If you accept it, it will be saved in your My Tasks page .If the employee rejects the task it’ll be reverted back to the managers / assignee’s account in their “My Task” page.

Assign tasks to others
When you create a task, you can assign the tasks to others. You can select the employee to whom you want to assign tasks by clicking on the Assign icon. Learn how to assign tasks to others through this video tutorial. This option will be helpful when you have a high priority task that you want to assign to someone. Learn more on how to assign tasks to others If you assign a task to someone and they reject it, you can reassign that task to someone else.

The “My Tasks” screen combined with the option to assign and reassign tasks provides you the opportunity to monitor your own progress where you can ask for help when you are on the urge to complete a task.
Setting the priority while assigning a task
All tasks in Profit are labeled with a priority status. The default label is “high” priority, but you can also label the tasks as: Urgent, High, Medium, Medium-Low, or Low priority. You can set the priority while creating the task and also after creating. The three default priorities are high, medium and low. Learn more on assigning priority to your tasks

My Tasks for Others’ View
Profit.co enabled this option to see the tasks which you have assigned to others. Learn how to view the tasks that you have assigned to others. You can also view the tasks that have been assigned to your team members or view the status of your team’s tasks. After accepting the tasks, it will be present with the same status that you have assigned and it’ll change according to the user update.

My Org’s Tasks
This option is used to see the tasks which you have assigned to others like, those who come after you in the company hierarchy.

After creating My Org’s Task you can view the task based on its status.

Create a recurring task
You might have a task that needs to be completed on a recurring schedule. For example, you may want to create a task to edit and revise your completed blog posts each week. To do so, you would create the task that you want to repeat. Profit.co offers you the option to create recurring tasks. Learn more about how to create recurring tasks. You will also find the option for the task to be repeated daily, monthly, or yearly, as well.

Hide the completed Tasks
Profit.co provides an option to hide the completed tasks. You can hide the completed tasks and allow space for the new tasks that you are working on.

We can also hide the workspaces in Task Management to restrict the visibility of the particular workspace to other users.

Copy Workspace and Boards
You can now copy the created workspace and boards in Task Management.
To know more about this process, click here.
Also you can copy the Workspace and Boards along with tasks.

Segregated Workspaces:
Profit.co provides an option to segregate Public and Private Workspaces.
To learn more about this process, click here.
View task using Tags:
By using the Tags filter at the top of the My Task/Workspace/Board pages, users can select any Tag name from the dropdown and view the Tasks that are linked with the corresponding Tags.
To learn more about the process of adding tags, click here.
Move Task between Workpsaces:
Users can move a task only from one Board to another in the same Workspace.
To learn more about this process, click here.
Enable/Disable boards in Task Management:
You can now enabledisable boards in Task management.
To know more about this process, click here.
Visibility for Boards and Workspaces:
Profit.co has now provided an option to set visibility for individual Boards that are created under Workspace.
To learn more about this process, click here.
Switch to another board from a workspace or a board in Task management:
If the user wants to change to another board within the Workspace, Profit.co provides a new option named Switch Boards.
To know more about this, click here.