Example: Custom fields of OKRs

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:

• Label: Risks

• Apply to: Objective

• Type: Text area

• Required: Deselected

• 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:

• 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:

• Label: Shared responsibility

• Apply to: Key Result

• Type: User/Team selector

• What types of owners can be selected?: Both

• Required: Deselected

• 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

• 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:

• Label: Score

• Apply to: Key Result Update

• Type: Drop-down menu

• Option 1: No, we failed to make progress

• Option 2: Yes, we delivered

• Required: Selected

• 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.