OKRs – Objectives and Key Results for Perfex CRM

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OKRs – Objectives and Key Results for Perfex CRM

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Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

OKR (Objectives and Key Results) is a objective system. It is an easy software to create alignment and engagement round measurable objectives. The massive distinction from conventional planning strategies? OKRs are incessantly set, tracked, and re-evaluated – often quarterly. OKR is an easy, quick-cadence course of that engages every staff’s perspective and creativity.Creating alignment within the group is among the foremost OKR advantages. The objective is to make sure everybody goes in the identical route, with clear priorities, in a continuing rhythm. OKR’s unique idea got here from Intel and unfold to different Silicon Valley corporations. Google adopted OKR in 1999, throughout its first 12 months. It supported Google’s development from 40 staff to greater than 60,000 right this moment.Besides Google, different corporations use OKR, together with Spotify, Twitter, LinkedIn, and Airbnb. But the OKR system just isn’t solely for digital corporations. Walmart, Target, The Guardian, Dun and Bradstreet, and ING Bank are additionally utilizing OKR.

So, because the title implies, OKR has two parts, the Objective and the Key Results:

• Objectives are memorable qualitative descriptions of what you wish to obtain. Objectives ought to be quick, inspirational and partaking. An Objective ought to inspire and problem the staff
• Key Results are a set of metrics that measure your progress in the direction of the Objective. For every Objective, you must have a set of two to five Key Results. More than that and nobody will keep in mind them.

The foremost OKR advantages are:

• Agility: Shorter objective cycles allow sooner changes and higher adaptation to alter, growing innovation and decreasing dangers and waste.
• Alignment and cross-useful cooperation: The use of shared OKRs improves collaboration amongst totally different groups, fixing interdependencies and unifying competing initiatives.
• Reduced time for setting objectives: OKR simplicity makes the objective setting course of sooner and simpler, drastically decreasing the time and assets spent on setting objectives.
• Clear communication: Transparency and simplicity allow the staff to know the objectives and priorities of the group in addition to how every particular person can contribute.
• Employee engagement: OKR bi-directional strategy for objective setting connects the staff with the corporate’s aims, growing engagement.
• Autonomy and accountability: Teams obtain a transparent route and are free to decide on tips on how to obtain their OKRs. They turn into accountable for their aims, with clear success standards recognized to the entire firm, creating mutual obligations.
• Focus and self-discipline: The decreased variety of objectives creates focus within the group and disciplines efforts and initiatives.
• Bolder objectives: Decoupling OKRs from compensation and utilizing stretch objectives, even partially, allow the staff to set bolder, difficult objectives.

Please take a look at the uploaded screenshots, which demonstrates all seen components of the module.

1. Dashboard:
   
   
   
   
2. List of OKRs
   
   
   
   
   
   
   
3. Hierarchical tree of OKRs
   
   
   
   
   
   
   
4. Create new OKRs
   
   
   
   
5. Detail OKR
   
   
   
   
   
   
   
6. List of Checkin
   
   
   
   
   
   
   
7. Detail Checkin
   
   
   
   
8. Set OKR cycle, checkin query and key end result analysis standards in checkin
   
   
   
   
   
   
   
   
   
   
   
   

Demo

Perfex CRM OKR Demo

Set-up

Included documentation will make it easier to add and activate the module inside Perfex CRM, if you’re not conscious on tips on how to do it.

Support

Our assist staff is all the time round to assist. Feel free to lift a assist ticket.
Guys from assist division will get again to you as quickly as attainable with a reply, guiding you thru any points.

Changelog

Version 1.0.0 / 2020-08-22

    Initial model

Version 1.0.1 / 2020-09-14

    Fix minor bugs
    Update UI
    Add class and sort of OKR
    Add departmental OKR
    Add Task cho OKR and Checkin
    Add attachments for OKR

Version 1.0.2 / 2020-12-26

    Fix minor bugs
    Add Task for checkin
    Add configuration checkin approval course of
    Add approval course of for checkin
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