VIDEO SUMMARY

Ownership of Objectives and Key Results

This setting is important for how your organization is going to roll out ownership. Are you wanting organization-level OKRs, department-level OKRs, or individual OKRs? These settings dictate how your OKRs are structured and how users interact in the instance. We recommend enabling Organization and Department OKRs.


Number of Objectives per User

This setting will define limitations on how many OKRs an individual can own. We recommend limiting it to 1-3 OKRs.


Number of Key Results per Objectives

This setting will define limitations on how many Key Results you can have for each Objective. We recommend limiting it to 1-3 KRs.


Reports and Notifications

  • Report Settings: This setting defines your organization's preferred frequency for when our automated β€œTime to Update Your OKRs” email will be sent to users. We recommend bi-weekly if your cadence is not already set.

  • Account Notification Settings: This setting defines the default notification settings for all users for KR progress updates, OKR edits, tasks assignment, etc. It allows admins to choose how notifications are sent to users. This is the default; users have the ability to change their personal settings. We recommend all notifications for Gtmhub inbox; and email notifications for Progress Updates and OKR Edits.


Progress Aggregation of OKRs

This setting will define how OKR progress is calculated. When turned β€œOn” in an instance, the Alignment Tree will populate with a percentage for each parent OKR based on the progress of their child OKRs. We recommend leaving this OFF as it can be confusing at first to differentiate between OKR Progress and Progress Aggregation.


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