1. Click on the 'Objectives' tab in your top navigation bar.
2. Click on the 'Create a new objective' button.
3. Fill out all fields. Create Key Results to measure your objective. Advanced key results can be measured in percentage, dollar, number, or completed/not completed.
4. Align your objective with a parent objective. Your manager's objective(s) will appear at the top of the list, as this is the logical structure of the OKR methodology. Following your manager's objectives, all other objectives will be listed in alphabetical order by the title of the objective.
You can also filter by objective type: company-wide, department, individual or by owner.
5. Choose whether your objective should impact the parent objective's progress.
6. Check the start and end dates for your objective. Aligned objectives' start and end dates must match or fall within the start and end dates for the parent objective. 15Five defaults to match the parent objective's dates.
7. Add your privacy settings; Public, 15Five permissions, or Private. For more information on these settings, see this article.
8. Finish your objective by clicking the 'Create objective' button.
Guide 📖: Advice On How To Rollout OKR Software To Your Entire Company
How do I convert a key result to a child objective?
1. Click on the 'Objectives' tab in your top navigation bar.
2. Select the objective that contains the key result you wish to convert.
3. Click on the '...' to the right of the key result you want to convert to a child objective.
4. Select 'Convert to child objective'.
5. Follow prompts and click on 'Create objective'.
Once you convert a key result to a child objective, it will show under the parent objective as a child objective.
After you have your parent+child objectives aligned, you will be able to view the child objectives in your 'Objectives' tab.
Need more information on how you maintain your objectives? Check out our articles on how to manage them to ensure you reach your goals.
How are the percentages of child objectives calculated towards the company-wide objective?
Let's say you have one company-wide objective, with one key result, and four child objectives owned by various team members, impacting its progress. Each child objective/team member would contribute to 20% of the completion of the company-wide objective, and the key result itself would also contribute 20% to the total completion.