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Align Your Entire Company With OKRs

Once you have your vision and mission statements, the next steps you need to determine are your objectives and key results or OKR. These objectives get the entire organization moving in the same direction and clarity on how success is measured.

Creating Company-Wide Objectives

The success of your SaaS platform is only possible with clarity and organization, and it starts at the top and trickles down. The problem is, as your organization grows, the communications of those objectives becomes a giant game of telephone.

Create Clarity & An Unified Mission

The worst situation you can find yourself and your team in is when your organization is in a constant state of reaction with no unified mission or clarity in the direction your company is going. Everything seems to be a priority, and instead of doing great work, it seems everyone shifts to a mindset of just getting it out the door so we can move on to the next project.

The worst part is your customers pick up on this and start to feel and engage with the stress of your brand where they were promised all these fantastic things, but because your teams are so stressed out, they don't seem to be achieving them.

It Starts At The Top

2+4=6, 8-2=6, 2x3=6, and 12/2=6.

Just like all these math equations equal 6, so are the many ways to run your organization, because there is no one-size-fits-all situation, considering the moment you add the different personalities of your employees and customers, you need to be clear on what and how things are to be done so that everyone in your organization can operate effectively.

From this vision to the mission, the values, and the metrics, the more clarity you can create about the direction you want everyone to move towards and how you measure the effectiveness of that movement, the better.

But this starts at the top, so get in a room with all your executives, take control of the situation, remove the politics and agendas, and come to the conclusion of what matters, is realistic, and how you're going to measure the success or failure of your actions to hold everyone accountable to specific outcomes.

Typical OKR Cycle

Assumining you are setting OKRs for your entire company at the department and individual contributor levels, you would typically follow this OKR Cycle.

Brainstorm Annual and Quarterly OKRs For The Company
4-6 Weeks Before Quarter

Senior executives, founders, and board brainstorm the company-wide OKRs, for both the year and quarter, then segmented by department.

Communicate Company-Wide OKRs
2 Weeks Before Quarter

Finalize company-wide OKRs and communicate with the rest of the company.

Teams Set Department Key Results
Start Of Quarter

Based on the company-wide OKRs, departments and teams set individual key results for achieving the OKRs assigned to them.

Share Individual Contributions
1 Week After Quarter Start

One week after teams are given their OKRs, individuals share their contribution plan with senior executives, founders, and board, and negotiate and compromise if they are aligned and moving in the right direction.

Track Progress & Check-ins
Throughout The Quarter

Throughout the quarter, employees measure their contributions and progress through weekly check-ins and continue to share if they believe they will be able to achieve the key results or if there are things not to be changed.

Employee Reflections & Evaluations
Near The End Of The Quarter

Toward the end of the quarter, individual contributors evaluate their performance and reflect on what they have accomplished. For larger accomplishments, department or possibly company-wide celebrations should be entertained.

Communicating Company-Wide Objectives

Most people on the front lines have no idea how their work is contributing to the bottom line, but the moment you share the big picture, the entire organization shifts and gives everyone a reason to work harder with purpose and meaning.

Make Everyone Feel Something

Most people don't want to live small lives, we want to feel like we are a part of something bigger than ourselves, that there is a reason we exist, and that our contribution, no matter how small, is important.

By sharing the overall goals and purpose of the brand, the impact you want to have on the world, beyond the money to be made, can help your entire organization rally around a common belief that what you are doing and offering the world is important and beneficial.

Yes, money is important, but most people want to feel like they are good people and are making the world a better place. Creating goals that unify your brand around that purpose, when executed effectively, the money will be a byproduct.

Teams & Individuals Key Results

Once you have the company-wide objectives and key results, it's time to work with all the managers and each level of your organization to systematically break down them into key functions for your employee to achieve, all the way down to the individual.

People Operate Best With Clear Expectations

Working in a startup can become daunting considering you're working in a lean environment where people wear multiple hats and juggle multiple responsibilities.

But working from the top-down, your purpose as the founder or the executive of a company is to ensure that your managers and front-line employees have clear expectations of what is required of them, how to measure that outcome, and hopefully, tangible rewards for achieving the ideal results.

Show Them How Their Work Matters

Showing how their contributions impact the bigger picture gives people a better understanding of how even the smallest job impacts the bottom line and affects the experience the customers get when they work with your platform.

From the janitor to the CEO, every role is important for the overall success, and no individual should feel like their work isn't important or taken for granted.

Making Everything Visible

The best way to ensure everyone stays on the path is to share everything in the open. Yes, it may cause controversy at the start, but in the long run, the visibility and accountability it will create across the entire organization will be worth it.

Dashboard & Screen Everywhere

Radical transparency and great communication are staples of great relationships and effective organizations. Your ability to openly share, communicate direction, and expectations, and present clear measurements of how things are going daily will give everyone a feedback loop on how they need to double down or pivot.

As they always say, "What gets measured, gets done."

Weekly Check-ins

Feedback loops are the only way to know if you are doing well. Frequent reviews and progress reports not only keep everyone aligned but also help managers understand what's going on, remove blockers, and ensure the success of their team.

Creating A Transparent Environment

Everyone in your organization has different perspectives on how things are going, the worst thing you can do is not make opportunities for those perspectives to be shared openly.

Front-line employees get frustrated when they don't understand why things are how they are and executives can't make the right decisions when they don't get the feedback loop from those engaging with the customers directly.

Remove The Assumptions

Take all the assumptions out of play by creating open feedback loops where each level can share their perspective, not as a means to complain or state problems, but offer solutions and opportunities on ways to do better.

Employee Performance Reviews

Too often, we look to what needs to be done next without realizing just how far we've already gone. Having periods where er reflect on the work that's been done and acknowledge those efforts can be the fuel that motivates us to drive forward.

Simple Moments Of Reflection

If you listen to what most employees complain about when it comes to working, it can usually be summed up into two situations: I don't feel heard where I work or I don't feel like what I am doing matters.

Simply giving your employees the time to express their feelings and thoughts about how things are going not only allows you to gain insights into your organization, but you honestly never know where the next idea could come from that could radically change the experience you offer your customers.

And these moments don't need to be anything grand, just a moment in time where you or your managers make time to sit and listen, it's really that simple.

Be Clear On Where They Stand

Another simple thing to share during these periods is allowing people to understand where they stand. Most times, employees have no idea whether they are doing well or falling behind, regular checkups allow people to understand exactly where they stand, what they're doing well, and what needs to be done better.

Company, Team & Individual Celebrations

Celebrating the small and big wins creates momentum and the fuel necessary to continue to drive forward and remain competitive in the market, doing it publicly, enforces the mission and values you want to grow by showcasing those leading by example.

Recognize Those Who Are Doing Well

Nothing makes someone work harder than being recognized for their contributions. If you look at any highly competitive environment, there are rewards for success and most may think these rewards are financial but that's not always the case.

It's funny when I look back on my career, it was nice getting a raise, but most times, people are just looking for ways to grow and become better at what they do and are offered opportunities, to do so.

Sometimes, it's as simple as asking your employees how they want to be rewarded. Maybe additional training, different responsibilities, or the ability to try out a different role altogether.

Celebrate The Small & Big Wins

Beyond the individual recognition, when the company achieves the big wins, celebrate and recognize the bigger impact the company is having on the world.

Does one of your customers achieve a massive transformation after using your software? Share that impact with your team! These ripple effect stories affect your employees as they realize how their contributions impact the world.

Rewards & Recognition Software

Post-COVID and the introduction of the remote workplace, things have dramatically changed, and an entire ecosystem of recognition software has been built. Companies like Bonusly, Snappy, Kudos, WorkHuman, and Motivosity allow you to not only engage with everyone in your organization but publicly recognize people for their contributions within the organization.

Create & Manage Your OKRs

Now that you understand OKRs and how they work, here is a simple template we built that allows you to create and manage your own objectives and key results.

Organize & Display Your OKRs

Looking for a simple way to organize and manage your objectives and key results, at Contineofy, we got you! Now there are several platforms out there that do this better if you want to take a look at them, but if you are looking for a less is more solution (and it's free), this is for you.

Creating Your OKRs

When you click the OKRs button in the navigation bar, you'll be redirected to your very own OKRs dashboard. Here you can create your objectives and assign them to a specific owner and department.

Once created, that specific owner can then work with their teams to create key results and make the objective a reality.

Sharing Your OKRs

Once you've completed all your OKRs, you can create sharable links that allow you to display your objectives and key results on TV screens so everything is transparent and visible.

Measure What Matters

Measure What Matters

In this goal-setting system, objectives define what we seek to achieve; key results are how those top-priority goals will be attained with specific, measurable actions within a set time frame. Everyone's goals, from entry level to CEO, are transparent to the entire organization.

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