projectdoc Toolbox

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

Categories

/ projectdoc / Doctype Add-on

Version

1.0.0-SNAPSHOT

Status

POSTPONED

Source Repository

Bitbucket

Blueprint Key Prefix

de.smartics.atlassian.confluence.smartics-doctype-addon-okrs:
  projectdoc-blueprint-doctype-

If you want to build a ship, don’t drum up the men to gather wood, divide the work, and give orders. Instead, teach them to yearn for the vast and endless sea.
Antoine de Saint-Exupéry

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 English and German language (except for the V-Modell XT add-on for which only German is supported).

For more information on this topic please refer to Localization.

Available on Bitbucket!

Fork this add-on on Bitbucket!

Install additional Doctypes!

Install additional Doctype Add-ons now and for free via

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.
OKR Priority: Category to organize strategic themes, objectives, and key results.
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

Install add-on now

2. Install Core Doctypes!

Install the Core doctype add-on now and for free

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.

Doctypes for Business Strategy: Mission, vision, strategy for business planning and execution.
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 for IT service management (ITSM).
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.

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