Asana To Manage OKRs
We use Asana Goals to manage our team OKRs.
We use Team Goals associated with the Team - Tech - General team
The top level goals represent the Objectives.
The sub-goals represent the Key Results.
We stick to a 2-level goals hierarchy.
Objectives are defined and tracked yearly.
Key Results are defined and tracked quarterly. Some KRs can be repeated every quarter.
Configuration
Objectives
Fill in the form as follows:
- Title: Short and clear statement
- Goal Owner: Anyone
- Accountable Team: Team - Tech - General
- Time Period: FY##
- Privacy: Public
- Members: Team - Tech - General [Can edit] (automatically set once the Accountable Team is selected)
- Parent Goal: None
- Update Method: Automatic
- Progress Source: Sub-goals
- Measurement: Percent
The result should look something like below.
Key Results
Fill in the form as follows:
- Title: Short and clear statement
- Goal Owner: Anyone
- Accountable Team: Team - Tech - General
- Time Period: Q# FY##
- Privacy: Public
- Members: Team - Tech - General [Can edit] (automatically set once the Accountable Team is selected)
- Parent Goal: Select the corresponding parent goal
- Update Method: Manuel
- Measurement: Choose the appropriate option
- Current Value: Input the starting value
- Target Value: Input the target value that we intend to achieve by the end of the quarter
The result should look something like below.
