Global Accreditation Body for OKR Certifications

OKRBOK

1 INTRODUCTION

1.1 OKR Origin

1.2 Benefits of OKRs

1.3 OKR Application Areas

1.4 Purpose of the OKRBOK™ Guide

1.5 How to Use the OKRBOK™ Guide?

1.6 Framework of the OKRBOK™ Guide

1.6.1 OKR Principles

1.6.2 OKR Artifacts and Reports

1.6.3 OKR Processes

2 PRINCIPLES

2.1 Introduction

2.2 OKR Benefits

3 OKR ROLES

3.1 Introduction

3.2 CEO / Executive Leadership

3.3 Solution/Workspace/Department Leaders

3.4 Product Owners /Project Managers/ Kanban Managers/ Scrum Masters

3.5 Team Members (Individual Contributors)

3.6 Cross-Functional Teams

3.7 HR / People Operations

3.8 Finance Teams

3.9 OKR Champion/OKR Coach (optional)

3.10 OKR Reviewers/Performance Reviewers (optional)

3.11 Data Analysts/Business Intelligence Teams

3.12 Roles and Responsibilities

4 OKR ARTIFACTS

4.1 Introduction

4.2 OKR Framework Template

4.2.1 Objective

4.2.2 Key Results

4.2.3 Owner (Optional)

4.2.4 Progress Tracker

4.2.5 Score (Optional)

4.2.6 Notes / Learnings (Optional)

4.3 Alignment

4.4 Best Practices for Using an OKR Template

4.5 OKR Templates

4.5.1 Tools for Implementing OKR

4.5.2 Overview of AI-Powered OKR Templates

4.5.3 Types of AI-enabled OKR Templates

4.5.4 Key AI-Driven Features in OKR Templates

4.6 OKRs Dashboards

4.6.1 Key Features of an OKR Dashboard

4.6.2 Types of OKR Dashboards

4.6.3 Benefits of an OKR Dashboard

4.6.4 Measuring OKR Percentages

4.6.5 Cascading OKRs Across Organizational Levels

4.7 OKR Review Meetings

4.8 OKR Retrospectives

4.9 OKR Scoring System

4.10 OKR Metrics

4.10.1 Use of AI-enabled OKR Tools to Select Default OKRs

5 OKR CADENCES AND COLLABORATION

5.1 Introduction

5.2 OKR Progress Report

5.3 OKR Review Report

5.4 OKR Alignment Report

5.5 OKR Health Check Report

5.6 OKR Dashboard Report

5.7 OKR Final Assessment Report

5.8 Collaboration in OKR Implementations using Forms

5.8.1 Other means of collaboration in OKR Implementations:

6 SET-UP OKR IMPLEMENTATION

6.1 Understand Strategic Vision and Priorities

6.1.1 Inputs

6.1.2 Tools

6.1.3 Outputs

6.2 Finalize OKRs

6.2.1 Inputs

6.2.2 Tools

6.2.3 Outputs

7 EXECUTE

7.1 Track and Adjust OKRs

7.1.1 Inputs

7.1.2 Tools

7.1.3 Outputs

8 Review And Improve

8.1 Conduct OKR Reviews and Retrospectives

8.1.1 Inputs

8.1.2 Tools

8.1.3 Outputs

APPENDIX A APPENDIX A. Aligning OKR with Leading Agile Frameworks - Scrum, Kanban and DevOps