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Section
titleWorkflow

Independent of your actual OKR cycle, the doctypes are intended to be used as follows.

Initially:

  1. Start defining a strategic theme covering the whole cycle. Make sure to set the start and end date.
  2. In case you need to define different, orthogonal themes, add them as child documents of type strategic theme.
  3. Objectives are then associated with the appropriate strategic theme.
  4. Key results are added als child documents to their objective.

During the cycle:

  1. Conduct check-ins and attach the results as child documents to objectives or key results.
    1. Set the expectation for the final score.
    2. Add any information that is valuable to understand how you got here and what you plan to do to make this a success.

At the end of the cycle:

  1. Document the result of your wrap-up and add it to a strategic theme.

Note Box
titleInformation Architecture

Types for all doctypes allow to create additional indexes to organize your OKR documents.



Section
titleProperty Usage

Use the following properties to connect documents.

Section
titleParent Property

Connect the Parent property of strategic themes, objectives, and key results to the instance they contribute to.



Section
titleSubordinate Topics
Display Table
doctypetopic
render-no-hits-as-blanktrue
render-modedefinition
selectName, Short Description
restrict-to-immediate-childrentrue
sort-bySort Key, Name

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