projectdoc Toolbox

Use OKRs to define your objectives and focus on your key results.

Name
Objectives and Key Results
Version
1.0.0-SNAPSHOT
Status
NOT YET PUBLISHED
Requires projectdoc
2.5
Source Repository
Blueprint Key Prefix
de.smartics.atlassian.confluence.smartics-doctype-addon-okrs:
projectdoc-blueprint-doctype-

This add-on, based on the projectdoc Toolbox, provides document types to define objectives and key results (OKRs) to focus energy by communicating a common goal for an organization or team.

The goal of this method is to define measurable goals within eager objectives and track their progress within a short period of time. Due to the alignment of energy synergy effects are more likely. It also helps individual team members to focus on the next relevant objectives.

A wrap-up allows to learn from the progress or non-progress of the last iteration. Interims check-ins allow to keep tracking progress within the current cycle.

 

On this website there are no resources to learn how to use OKRs effectively. It provides a tool to use OKRs with Confluence and the projectdoc Toolbox. In Working with OKRs we show how these doctypes play together. You would still need to define your OKR cycle that suits your company.

We recommend to read John Doerr's book Measure what Matters: OKRs – the Simple Idea That Drives 10× Growth. You'll find more information on this book on John Doerr's website What Matters.

English and German by Default

 

All doctype add-ons are available in Englisch and German language.

For more information on this topic please refer to Localization.

Available on Bitbucket!
Install additional Doctypes!


Doctypes

This add-on provides the following doctypes as tools to work with OKRs.

Main Doctypes

The main doctypes contain all information you deem relevant to work with OKRs.

Check-in
Document the result of a OKR check-in.
Key Result
Publish key results to achieve in order to pursue an objective to share with your colleagues.
Objective
Publish an objective to share with your colleagues.
Strategic Theme
Publish a strategic theme to group objectives and to share them with your colleagues.
Wrap-up
Track what you have achieved and the reasons why. Check what you have learned and find areas where you can improve.

Type Doctypes

Types allow to create additional views on your OKR documents. Use Space Index documents to add even more views.

Check-in Type
Type-specific category for OKR check-ins.
Key Result Type
Type-specific category for key results.
Objective Type
Type-specific category for objectives.
Strategic Theme Type
Type-specific category for strategic themes.
Wrap-up Type
Type-specific category for OKR wrap-ups.

Space Blueprints

This add-on provides one space blueprint to organize objectives and track key results.



Prerequisites

The Doctypes for Objectives and Key Results requires the projectdoc Toolbox to be installed. The projectdoc Toolbox has a commercial license.

The add-on also uses blueprints from the Core Doctypes for projectdoc (like Subject, Category, or Tag). This add-on is available on the Atlassian Marketplace for free.

Please install the following add-ons on your Atlassian Confluence server:

1. Install projectdoc Toolbox

Topics

The following list contains information for users of this add-on.

Working with OKRs
A short introduction on how the doctype is intended to be used to work with OKRs.
Styling
Information on how to apply styles to your space using the OKRs doctype add-on.

Related Doctype Add-ons

The following add-ons provide doctypes for related use cases.

Impact Mapping
Analyse the impact you can make.
Lean
State assumptions and hypotheses to run your experiments. Document your output and plan for outcome and impact.
Doctypes for Risk Management
Provides doctypes for documenting and tracking risks.
Doctypes for Service Management
Provides doctypes to document services and systems.
Doctypes for Agile Planning
Provides doctypes to collborate with your team. Run iterations and record discoveries that may be of interest at the end of the iteration or for even later reference. Quick notes are more easily added as records to the team's space than to the official documentation tree. Defer the talk to the documentation architect to the end of the iteration (if the discovery is still of interest).

Resources

More information on OKRs.

whatmatters.com
The homepage of John Doerr's book Measure what Matters: OKRs – the Simple Idea That Drives 10× Growth. A very recommended read to learn about OKRs.
Team Playbook - OKRs
An alternative way to work with OKRs on Confluence with a blueprint listing all information in one page. Links to an add-on for Confluence Server on the Atlassian Marketplace.
Objectives and Key Results (OKRs)
Information on OKRs on the Atlassian Team Playbook: "The "objectives and key results" (OKRs) methodology to setting goals encourages your team to reach beyond your comfort zone and clear away the obstacles in your path. All teams can do OKRs – not just leadership teams!"
Hate OKRs? Avoid these 7 mistakes
Interesting article from a practitioner on OKRs by Sarah Goff-Dupont as a blog article from Sep 21, 2017 on Medium.