Interactive Checklist
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1 Preparation
Review previous quarter’s OKR results
Gather input from team leads on priorities
Review company strategy and annual goals
Identify 3-5 company-level themes for the quarter
2 Objective Design
Write 3-5 company-level objectives (qualitative, inspiring)
Ensure objectives are ambitious but achievable
Verify each objective aligns with annual strategy
Draft team-level objectives that support company objectives
3 Key Results Design
Write 2-4 key results per objective (quantitative, measurable)
Ensure key results have clear metrics and targets
Set starting values (baselines) for each metric
Verify key results are achievable within the quarter
4 Alignment & Launch
Review and align OKRs across teams (resolve conflicts)
Get leadership sign-off on company OKRs
Communicate OKRs to the entire organization
Create OKR canvas in Vizually.AI for visual tracking
Set weekly OKR check-in cadence