Planning sessions represent a time period in which given group of Objectives is meant to be achieved.

For example, if you are planning OKRs in quarters, then you could have planning session called Q1 2018 which starts on January 1st 2018 and ends on March 31st 2018.

Planning session status

Planning session can be in one of the three states:

  • Open - when planning session is open, users can add, edit and delete objectives and key results. This state is used to define and plan OKRs for the upcoming period.
  • In Progress - when planning session is in progress, users can only update their progress on key results, but are not allowed to add new objectives, remove existing ones or modify targets. This state is used once the OKR period has started.
  • Archived - when planning session is archived no more actions are possible on it or it's objectives, but it is kept for reference.

Create your first planning session

  1. Navigate to OKRs screen
  2. Use the Create a Planning session button

In the modal window set a name to the planning session, specify the time period and click Create and go to the session button to move forward with creating your first OKR.

Create a new planning session

Once your current OKR session is about to end, you may want to create a new one for the upcoming OKR period, e.g. next quarter.

To create a new Planning session: 

  1. Navigate to OKRs screen
  2. From the drop-down menu choose Manage button
  3. Choose Create a Planning Session

Again, follow the same steps to finalise your planning session creation - set a name, period and save it using Create and go to the session button.

Now that you have your planning session created, let's create objectives and key results that represent company's goals for the chosen time period.

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