Simple OKR User Manual

Getting started with Simple OKR

We prepared this guide to help you get started with Simple OKR. We will show you how to invite your team, set OKRs, perform check-ins, and monitor OKR performance.

1. Create account

To get started, you need to create a Simple OKR account. We offer a free trial which gives you an opportunity to try out the product and see how everything fits in together.

If you use Google, you can sign up with your Google account. If you don’t have a Google account, or you don’t want to use Google to log in, you can complete the regular email sign up form.

Go to the sign-up page.

2. Invite your team

You can invite the rest of your team from the People page. Click on your name at the top right corner and go to the People page.

The People page will list everyone at your company. You also have an option to create an invitation link and invite more people.

Click "Create invitation link" to create a new invitation link for sharing.

Copy this link and share it with anyone you’d like to join your account. You can share the link via email, a chat application, or any other means of communication you use at work. As a security precaution, make sure to turn off the link after everyone joined your account. Anyone who gains access to the link will be able to join your account while the invitation link is active.

3. Set OKRs

Let's create a company OKR. To start, go to the OKRs page and click "New Objective".

Enter the name of your objective (take a look at our OKR guide for more details). Enter the name of a delivery cycle, and select Company as the Objective type.

After the objective is created, you will be redirected to the Objective's page. It's going to look similar to what you see below.

Click "New key result" to get a form for creating a new Key Result for this Objective.

Enter the name, pick the metric type and enter target values for your metric. In this example, we're choosing the Positive metric type and are setting our Key Result target to be 85 with a starting value of 10 percent.

You can create several Key Result for the objective. We recommend setting around 3 Key Results for measuring the success of your Objective.

Once Key Result is added to the objective, they should be listed on the objective's page.

You can repeat this the step of creating a new Objective for your Teams or even create a personal Objective for yourself.

4. Make a status update

Great, you've got OKRs setup. An essential part of the OKR process is to make periodic status updates on the progress the OKRs.

You can update Key Result status from the Objective's page.

After clicking on the status update button, a status update dialog will show up.

Update the confidence level (the likelihood of hitting this Key Result), current metric value, and enter an optional comment for the status update.

Status updates are a great way to keep everyone in the loop on how OKRs are progressing.

5. Keep an eye on the OKR progress

Simple OKR comes with a simple way to understand how OKRs are performing across your company through Insights.

Go to the Insights page and select a delivery cycle to see all OKRs and their progress.