This article contains some examples of custom fields that you can create for objectives, key results, and key result updates.
You can add as many custom fields to a type, as required.
For more information, see Create custom fields.
Objectives custom fields
The following are examples of custom fields that you can define for objectives:
Define risks which you may face on the way of attaining your objective
Simple notes which explain how you plan to achieve the objective
Key cross-company initiatives which tie to the objective
What other activities are you sacrificing in order to do this one
EXAMPLE: Following is an example of the objective custom field Risks:
Apply to: Objective
Type: Text area
Description: Risks which we may face on the way of attaining objectives
Tooltip: What may prevent us from achieving this objective?
Session(s): All Sessions
Key results custom fields
The following are examples of custom fields that you can define for key results:
Identify teams or individuals that share the responsibility for a key result
Describe what you will do to mitigate risks while pursuing progress
EXAMPLE: Following is an example of the key result custom field Shared responsibility:
Label: Shared responsibility
Apply to: Key Result
Type: User/Team selector
What types of owners can be selected?: Both
Description: Identify teams or individuals that share the responsibility for a key result
Tooltip: Who will share the responsibility for this key result?
Session(s): All Sessions
Key result updates custom fields
The following are examples of custom fields that you can define for key result updates:
Priorities for the week
A list with the most important things you plan to do to achieve your OKR
A list of projects coming up in the next 4 weeks
Key things you want to keep your eyes on, such as team health and key customer relationships.
Evaluation of key results at the mid-term and the end of an OKR session.
EXAMPLE: Following is an example of the key result update custom field Score:
Apply to: Key Result Update
Type: Drop-down menu
Option 1: No, we failed to make progress
Option 2: Yes, we delivered
Description: Evaluation of key results at the mid-term and the end of an OKR session.
Tooltip: What is the key result update score at the mid-term?
Session(s): Specific session(s)
NOTE: Andy Grove’s method of grading OKRs is a Yes or No approach. You either delivered or failed to deliver. A more advanced method is to score each key result on a scale from 0.0 to 1.0, where:
0.0 - 0.3 is a failure to make progress
0.4-0.6 means some progress was made but, you did not quite make it
0.7-1.0 means you succeeded
Re-ordering custom fields
Note: as of August 2023 it's also now possible for Admins to re-order the custom fields for Objectives and Key Results, see 'Manage Order' in the Customer Fields 'Settings' page.