Effective OKR Management Tools – Solutions and Benefits

OKRs (Objectives and Key Results) is the modern goal-setting methodology that aligns everyone in the organization to the company’s most important priorities. The protocol, which has garnered massive interest in the past few years, has served as the catalyst for an entirely new segment in SaaS computing; cloud-based OKR Software.

In this article, we’ll review the challenges you might face as you implement the OKR process. We’ll then identify those features in a best in class OKR Software platform that provides solutions to those challenges. Finally, we’ll explain how these OKR management tools benefit you and add value to your organization.

First, as you research OKRs, you will find templates and other tools to enable you to execute OKRs in a spreadsheet or Excel template. This works well initially. In fact, we frequently advise our clients to execute their initial OKRs in this more familiar environment so that your teams and employees can learn the methodology without having to learn the software at the same time.

Before long, however, you will tire of the administrative workload and seek a more automated solution to scale the process.

Issue: How to Communicate and Cascade Objectives in Excel

You will find communication and cascading OKRs difficult in an Excel implementation. Shared documents or communicating via email is simply not practical.

The Solution required is a software platform that brings the entire OKR process into one system.

The benefits of such a system are many:

  • Set and Manage goals
  • Cascade goals to departments and teams for alignment
  • Monitor and measure progress
  • Use automated prompts to facilitate Check-Ins
  • Have standard and customized reporting for managing the entire process

All on one platform …

Issue: How to Cascade Top Corporate OKRs to Department Heads and Team Leaders in Spreadsheets

Solution: Goal Alignment Charts to view the goal hierarchy of your OKRs. Benefit: These charts not only ensure the organization’s top priorities cascade to departments and teams they also accommodate bottom-up planning, an essential feature in an OKR execution.

These charts have the added benefit of making goals visible both vertically and horizontally so that teams may identify cross-dependencies and areas for collaboration.

Issue: How to Track and Communicate Progress in Excel and Email

Solution: A system that features Automated Prompts. Benefit: these prompts encourage employees to complete Check-Ins on a regular schedule to monitor progress. It’s all automated, no chasing down employees for non-compliance.

Truly best in class OKR management tools will also provide OKR administrators Engagement Reports to pinpoint any compliance issues.

Issue: Recapping Results in Spreadsheets is Cumbersome

Solution: OKR Software that provides both standard and customized Reporting, such as a Monday Morning Report for senior leadership. Benefit: Executives can drill down through departments, teams, and even to the individual contributor for any objectives at risk.

Other OKR Management Tools

A great OKR Software provider will also provide other useful OKR management tools such as a Customer Success Manager, Training, and Certification modules, eBooks, White Papers, samples of OKR Goals for various levels and departments, White Papers, Infographics, and Webinars.

We hope this short article has helped you to understand the potential issues you may encounter in using OKRs and how the right OKR Management Tools will provide solutions which will benefit your organization. Feel free to reach out to us with any further questions at Atiim.com.

Do you manage a company or teams (either as a CEO, a senior executive, or middle manager)? Do you set and track objectives? Does aligning employee performance to business goals matter, and are you responsible for driving results? If so, please check out a live demo of Atiim OKR & Goals Management Software and we’d love to hear what you think about it. Thank you!


Image Credit: Carlos Muza on Unsplash







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