Step 1: Draft & share company OKRs
Start with top-down company objectives for the quarter.
Define the 3–5 most important outcomes for the business
Share early drafts with leadership
Gather input and pressure-test priorities
Goal: Set clear direction before teams plan their work.
Step 2: Draft & share department OKRs
Departments align their OKRs to company objectives.
Agree on focus and tradeoffs
Ensure each department objective clearly supports a company goal
Validate ownership and success metrics
Goal: Translate company direction into departmental accountability.
Step 3: Draft & share team OKRs (optional)
Teams may create OKRs if it helps execution clarity.
Align team goals to department objectives
Confirm scope and prioritization
Avoid over-cascading if it adds overhead
Goal: Create clarity where it improves execution—skip where it doesn’t.
Month 1: Align & start executing
Finalize OKRs
Ensure everyone understands priorities and success criteria
Begin execution
Focus: Alignment and momentum.
Weekly check-ins (throughout the quarter)
Companies, departments, and teams share brief, consistent updates.
Track progress against key results
Surface risks and blockers early
Adjust priorities if needed
Focus: Transparency and fast feedback.
Month 2: Adjust & recalibrate
Review progress trends
Re-scope initiatives if assumptions change
Address blockers before they compound
Focus: Course correction, not perfection.
Month 3: Drive to completion
Push toward completing objectives
Resolve remaining risks
Prepare for end-of-quarter reflection
Focus: Execution and follow-through.
Step 4: Reflect & score
At the end of the quarter:
Score OKRs
Reflect on what worked and what didn’t
Capture learnings to improve next quarter
Goal: Learn, not judge.
Step 5: Plan the next quarter
Apply learnings
Draft the next set of company OKRs
Repeat the cadence
Success check: OKRs feel like a living system—clear at the start, actively managed during the quarter, and intentionally reviewed before moving forward.
More questions?
As always, feel free to reach out to us at [email protected] with any questions or directly chat with us in the Brev app.