Asana To Manage OKRs

We use Asana Goals to manage our team OKRs.

We use Team Goals associated with the Team - Tech - General team.

We stick to a 2-level goals hierarchy.

The top level goals represent the Objectives.
The sub-goals represent the Key Results.

Objectives are defined and tracked yearly.

Key Results are defined and tracked quarterly. KRs can be repeated (these KRs are generally important things that we need to track all year long, but for which the analysis makes sense at a higher frequency).

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.

Management Process

Accountability

The CTO is ultimately accountable for the performance of the Tech Team and therefore accountable for the OKR process. Tech Team Management is responsible for its day-to-day execution.