CHAPTER 17Key Business Rhythm: Quarterly OKR Planning
For the most part, OKRs are planned on an annual basis and a quarterly basis, with more emphasis on the quarterly process. This makes the quarterly review process critical.
End‐of‐Quarter OKR Scoring and Reflections
Who needs to be involved: The leader who owns an OKR and the team responsible for helping reach it.
What needs to happen: The end of quarter review is an opportunity for teams, managers, and individuals to review their progress and reflect on the performance of the previous quarter. These meetings are when OKRs are assessed and scored.
The goal of the quarterly review is to:
Assess progress based on a goal and assign a score.
Use a scale of 0.0–1.0.
Scoring can be done based on key results.
Take into consideration whether the goal was stretch or committed.
Support the review and discussions with teams to identify wins, losses, and lessons learned.
Collaborate with managers on quarter‐end meetings to share graded objectives and key results, explain results, and outline adjustments for the next quarter.
“One of the things that is really important and key to a goal‐setting framework is you have to stay focused on the future and not beat yourself up over the past,” says Josh Hug, COO and co‐founder of Remitly. ...
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month, and much more.
O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.
Julian F.
Head of Cybersecurity
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.
Addison B.
Field Engineer
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.
Amir M.
Data Platform Tech Lead
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.
O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.
