Overview

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:

  • Risks
    Define risks which you may face on the way of attaining your objective
  • Execution notes
    Simple notes which explain how you plan to achieve the objective
  • Strategic initiative
    Key cross-company initiatives which tie to the objective
  • Opportunity cost
    What other activities are you sacrificing in order to do this one

EXAMPLE: Following is an example of the objective custom field Risks:

  • Name: risks
  • UI Label: Risks
  • Description: What may prevent us from achieving this objective?
  • UI Selector: Text area
  • Select target type: Objective
  • Required: Deselected

Key results custom fields

The following are examples of custom fields that you can define for key results:

  • Shared responsibility
    Identify teams or individuals that share the responsibility for a key result
  • Mitigation
    Describe what you will do to mitigate risks while pursuing progress

EXAMPLE: Following is an example of the key result custom field Shared responsibility:

  • Name: share_resp
  • UI Label: Shared responsibility
  • Description: Who will share the responsibility for this key result?
  • UI Selector: User/Team selector
  • How many owners can be selected?: One
  • What types of owners can be selected?: Both
  • Select target type: Key Result
  • Required: Deselected

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
  • Upcoming projects
    A list of projects coming up in the next 4 weeks
  • Health
    Key things you want to keep your eyes on, such as team health and key customer relationships.
  • Score
    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:

  • Name: scoring
  • UI Label: Score
  • Description: What is the key result update score at the mid-term?
  • UI Selector: One option menu
  • Option 1: No, we failed to make progress
  • Option 2: Yes, we delivered
  • Select target type: Key Result Update
  • Required: Selected

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
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