Objectives and Key Results - OKR
| Technical name | to_okr |
| License | OPL-1 |
| Website | https://viindoo.com/intro/okr |
| Read description for | v 13.0 v 14.0 v 16.0 v 17.0 |
| Required Apps | Discuss (mail) Employees (hr) |
| Included Dependencies | Viin HR Base Org Chart |
| Extensions | OKR & Project Integrator |
What it does
- OKR (Objectives & Key Results) is a goal-setting framework for defining and linking objectives of the enterprise, departments and employees to specific key outcomes;
- OKRs help enterprises focus on the most important goals, combine all resources to achieve that goal. OKR also helps each individual understand their contribution to the common goal and measure all activities;
- This application helps you focus on your objectives and measure them by key results.
Key Features
- OKR Definitions
- Define company objectives for year, quarter;
- Define company departments' objectives which are also key results of the company's objectives;
- Define employee's objectives which are also key results of the departments' objectives.
- Measure objective achievement automatically from its key result's points;
- Visualize objectives and key results hierarchy with OKR chart;
- Ready for other applications to extend (e.g. Projects, Timesheet, Gamification, etc).
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_okr.
- Press Install.
How to use
Instruction video: Objectives and Key Results - OKR
Set up OKRs using the genealogical structure
At the beginning of the year/quarter, your company sets an objective for the whole company. To determine the success or failure of this objective, the company plans to achieve the B, C, and D key results and assigns them to the departments.
For the departments, after they are assigned, B, C, D become their objective. From here, departments begin to strategize with key results B1, C1, D1 to achieve the assigned objective.
Similarly for the employee, when they are assigned tasks, the B1, C1, and D1 will become their personal objective.
Set up Key results
On the same view, press Edit > Add a line to set up key result for the objective.
Check the OKR genealogical structure
Navigate to OKR > OKR Node, press the Org Chart icon to view the OKR in genealogical structure.
Manage the progress and measure the OKR results
After building the OKR system, the OKR owner proceeds to confirm the OKR Node before the company announce the OKR to the whole company and proceed with it.
Confirm the Objective and Key results
- Confirm the Objective:
- Confirm the Key resuls:
Evaluate and record key results
During OKR implementation, the OKR owner will periodically update progress on the system by updating the Point for each Key Result.
Keep track of the OKR progress on the OKR main view
Access the OKR Node list to keep track of the OKR progress.
- List view:
- Org view:
Tip: You can use the OKR & Project Integrator module to plan specific and verifiable OKRs.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.