Company OKRs t

Monitor your c
Step 1. Share the workflo
Watch the instruction video here
Share this workflow with al
of your company.
Step
Once Define fill
2. defined, departmen
out Team
Results to get there in each
spreadsheet.
Step Regularly head
Each3.department update
ma
progress of their team mem
OKRs.
Step 4. Set automatic upd
Set the frequency of this w
Step 5. Monitor company
Sheetgo brings all OKR upd
Get started wi
Need some help or custom
BOOK A DEMO
mpany OKRs template
onitor your company OKRs
1. Share the workflow
re this workflow with all the department heads
our company.
Define fill
2. defined,
e department OKRs and the Key
out Team Objectives
ults to get there in each department
eadsheet.
Regularly head
h3.department update progress
manually updates the
gress of their team members with regards to
Rs.
4. Set automatic updates
the frequency of this workflow to run automatically.
5. Monitor company OKRs
etgo brings all OKR updates to your Dashboard.
et started with us
d some help or customization to your template?
BOOK A DEMO
 Quarterly OKRs by

Timeframe 2020 Q2

Progress per department

1.2

0.8
Average Progress
Desired Progress
0.6
44%
0.4
29%
23%
14%
0.2

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HR
 Key Results

Ross / Define 10 training modules and design content for e

Joey / Read through all 3 FAQ materials https://blog.sheetgo.co

Joey / Sign up for, configure and prepare Sheetgo Tempalte for our OKR lau

Monica / Grow subscriber base at least 5% per week, getting to 50000 read

Chandler / Talk to 3 other companies HR Directors on how they do internal educat

Total Average Progress Key Results with least

vs Desired Progress made
Joey / Conduct the first 3-day team
offsite to test out the Academy cur-
riculum
0%
Desired
Progress 0%
28% Total Average
Progress Monica / Receive 3 business line
budget proposals before Sept 1st 0%
100% 0%
Ross / Increase the CTR% to above
industry average 3.5%

0 0.2 0.4 0.6 0.8 1 1.2 0 0.02 0.04 0.0

 Key Results with most progress
made

0 training modules and design content for each 70%

h all 3 FAQ materials https://blog.sheetgo.com/ 67%
Average Progress

prepare Sheetgo Tempalte for our OKR launch 67%

at least 5% per week, getting to 50000 readers 55%
HR Directors on how they do internal education 33%
0 0.2 0.4 0.6 0.8

esults with least progress

made
3-day team
cademy cur- 0%
0% Average Progress
business line
fore Sept 1st 0%
0%
R% to above
e 3.5% 7%
0 0.02 0.04 0.06 0.08
 Objective ID Timeframe

2019 Q1 - Research and improve customer satisfaction 2019 Q1

2019 Q1 - Improve satisfaction with support team's work 2019 Q1

2019 Q1 - Increase Response Time for new Tickets 2019 Q1

2019 Q2 - Becoma a template master 2019 Q2

2020 Q1 - Achieve record metrics in all areas of marketing 2020 Q1

2020 Q2 - Successfully implement the weekly newsletter 2020 Q2

2020 Q3 - Simplify & clarify our product, messaging, presentatio2020 Q3

2020 Q1 - Improve internal employee engagement and job satisf2020 Q1

2020 Q2 - Get well acquainted with OKRs & configure Weekdone2020 Q2

2020 Q3 - Define and promote company culture and values 2020 Q3

2020 Q3 - Achieve record revenues while increasing profitability2020 Q3

2020 Q3 - Increase recurring revenues 2020 Q3

2020 Q4 - Kickstart sales process activity indicator improvemen2020 Q4

2020 Q2 - Design and launch internal Employee Academy 2020 Q2

2020 Q3 - Implement grades and attendance system 2020 Q3

2020 Q4 - Implement regular usage of OKRs and Weekdone 2020 Q4

2020 Q2 - Improve annual budgeting and business planning 2020 Q2

2020 Q3 - Finish raising new capital for growth needs 2020 Q3

2020 Q4 - Implement regular usage of OKRs and Weekdone 2020 Q4

 # of Key Results
Objective (Where do I want to go?)
related to Objective
Research and improve customer satisfaction 5

Improve satisfaction with support team's work 3

Increase Response Time for new Tickets 3

Becoma a template master 1

Achieve record metrics in all areas of marketing 3

Successfully implement the weekly newsletter 4

Simplify & clarify our product, messaging, presentation of t 3

Improve internal employee engagement and job satisfaction 3

Get well acquainted with OKRs & configure Weekdone for la 3

Define and promote company culture and values 3

Achieve record revenues while increasing profitability 2

Increase recurring revenues 4

Kickstart sales process activity indicator improvements 6

Design and launch internal Employee Academy 4

Implement grades and attendance system 3

Implement regular usage of OKRs and Weekdone 3

Improve annual budgeting and business planning 4

Finish raising new capital for growth needs 3

Implement regular usage of OKRs and Weekdone 4

Average
File name
Progress
20% Support

29% Support

14% Support

20% Support

35% Marketing

23% Marketing

23% Marketing

7% HR

44% HR

5% HR

75% Sales

22% Sales

51% Sales

29% Education

67% Education

33% Education

14% Finance

28% Finance

8% Finance
 Key Result (How do I get the
Key Result aligned to Owner
objective?)
2019 Q1 - Research and improve Exceed Net Promoter Score (NPS) of over
Chandler
customer satisfaction 8.0
2019 Q1 - Research and improve Conduct 15 phone interviews with
Ross
customer satisfaction recently churned customers
2019 Q1 - Research and improve Get 1000 survey responses to annual
Joey
customer satisfaction satisfaction survey
2019 Q1 - Research and improve Conduct 50 phone interviews with top
Monica
customer satisfaction customers
2019 Q1 - Research and improve Present an action plan of 10
Chandler
customer satisfaction improvements for next quarter
2019 Q1 - Improve satisfaction with Increase positive feedback items and
Ross
support team's work praise from 5 to 15 per quarter
2019 Q1 - Improve satisfaction with Increase end-user satisfaction rating
Phoebe
support team's work from 4.0 to 4.5
Decrease number of complaints and
2019 Q1 - Improve satisfaction with
negative feedback per quarter from 15 to Rachel
support team's work
5
2019 Q1 - Increase Response Time Increase the average response time in
Joey
for new Tickets chat from 6 hours to 2 hours
2019 Q1 - Increase Response Time Increase the average response time in
Monica
for new Tickets email from 14 hours to 8 hours
2019 Q1 - Increase Response Time Increase the average response time in
Phoebe
for new Tickets phone calls from 4 minutes to 2 minutes
2019 Q2 - Becoma a template
Have 5 template lectures Eugenia
master
2020 Q1 - Achieve record metrics in
23000 signups Joey
all areas of marketing
2020 Q1 - Achieve record metrics in
3500 new paid customers Rachel
all areas of marketing
2020 Q1 - Achieve record metrics in
170000 website visitors Phoebe
all areas of marketing
Finalize the content strategy, key
2020 Q2 - Successfully implement
messages and topic structure for next 6 Ross
the weekly newsletter
months
2020 Q2 - Successfully implement Grow subscriber base at least 5% per
Monica
the weekly newsletter week, getting to 50000 readers
2020 Q2 - Successfully implement Increase the CTR% to above industry
Ross
the weekly newsletter average 3.5%
2020 Q2 - Successfully implement Get 1000 answers to an online user
Joey
the weekly newsletter survey sent to all last quarter's signups
2020 Q3 - Simplify & clarify our
Conduct a team hackathon to create and
product, messaging, presentation of Chandler
publish full portfolio of product materials
things we do
2020 Q3 - Simplify & clarify our
Present an action plan for next quarter's
product, messaging, presentation of Rachel
messaging improvements
things we do
2020 Q3 - Simplify & clarify our
10 tests of our recent infographics and
product, messaging, presentation of Phoebe
slide decks for customer understanding
things we do
2020 Q1 - Improve internal
Interview 48 employees on their needs
employee engagement and job Chandler
for improving our work culture.
satisfaction
2020 Q1 - Improve internal
Implement using OKRs and Weekdone
employee engagement and job Phoebe
software in all 23 teams
satisfaction
2020 Q1 - Improve internal
Reach weekly employee satisfaction
employee engagement and job Ross
score of at least 4.7 points
satisfaction
2020 Q2 - Get well acquainted with Study the Sheetgo OKR Implementation
OKRs & configure Weekdone for Checklist and create our own OKR Rachel
launch checklist
2020 Q2 - Get well acquainted with
Read through all 3 FAQ materials
OKRs & configure Weekdone for Joey
https://blog.sheetgo.com/
launch
2020 Q2 - Get well acquainted with
Sign up for, configure and prepare
OKRs & configure Weekdone for Joey
Sheetgo Tempalte for our OKR launch
launch
2020 Q3 - Define and promote Survey all employees on our current
Chandler
company culture and values values (min 75 answers received)
With 3 separate teams, conduct
2020 Q3 - Define and promote
brainstorm sessions to redefine our Monica
company culture and values
culture
2020 Q3 - Define and promote Design and promote our new values on
Chandler
company culture and values intranet and in office environment
2020 Q3 - Achieve record revenues
Hit quarterly revenue of over $100000 Joseph
while increasing profitability
Start sales in 2 new countries and
2020 Q4 - Kickstart sales process
achieve first quarter revenues totaling Merri
activity indicator improvements
over $100000
2020 Q3 - Increase recurring Increase gross profit % margin from 23%
Tereasa
revenues to 54%
2020 Q3 - Increase recurring Reach monthly recurring revenue ($
Joseph
revenues MRR) of $250k
Increase the share of monthly
2020 Q3 - Achieve record revenues
subscriptions vs one-time contracts sold Merri
while increasing profitability
to 85%
2020 Q3 - Increase recurring Increase average subscription size to at
Tereasa
revenues least $295 per month
2020 Q3 - Increase recurring
Increase % annual renewals to 75% Marget
revenues
2020 Q4 - Kickstart sales process
Reduce churn % to less than 1% monthly Lavonda
activity indicator improvements
2020 Q4 - Kickstart sales process Increase calls per salesperson to 6300
Joseph
activity indicator improvements per quarter
2020 Q4 - Kickstart sales process Achieve at least 315 demo calls per
Merri
activity indicator improvements salesperson per quarter
2020 Q4 - Kickstart sales process At least 33% of online signups % reached
Tereasa
activity indicator improvements via calling them back
2020 Q4 - Kickstart sales process Have each salesperson spend at least 84
Marget
activity indicator improvements hours per month on support chat
2020 Q2 - Design and launch Survey 15 team leaders on our
Monica
internal Employee Academy educational needs and gaps
2020 Q2 - Design and launch Talk to 3 other companies HR Directors
Chandler
internal Employee Academy on how they do internal education
2020 Q2 - Design and launch Define 10 training modules and design
Ross
internal Employee Academy content for each
2020 Q2 - Design and launch Conduct the first 3-day team offsite to
Joey
internal Employee Academy test out the Academy curriculum
2020 Q3 - Implement grades and Conduct research best practices for
Monica
attendance system tracking grades and attendance
2020 Q3 - Implement grades and Create the grades and attendance
Rachel
attendance system system
2020 Q3 - Implement grades and Implement the grades and attendance
Phoebe
attendance system system
2020 Q4 - Implement regular usage Conduct an all-hands team meeting to
Joey
of OKRs and Weekdone introduce OKRs and Weekdone software
2020 Q4 - Implement regular usage Everyone keeps their forms up to date at
Monica
of OKRs and Weekdone all times
2020 Q4 - Implement regular usage People give regular feedback to others
Chandler
of OKRs and Weekdone weekly
2020 Q2 - Improve annual budgeting Conduct a day-long planning session with
Ross
and business planning 6 division manager
2020 Q2 - Improve annual budgeting Receive 3 business line budget proposals
Monica
and business planning before Sept 1st
2020 Q2 - Improve annual budgeting Have 12 business line managers start
Rachel
and business planning using our online dashboards
2020 Q3 - Finish raising new capital
Close the final budget by November 30th Chandler
for growth needs
2020 Q3 - Finish raising new capital E-mail and phone outreach to 100 VCs
Joey
for growth needs and seed funds
2020 Q3 - Finish raising new capital Get at least 30 second contact meetings
Phoebe
for growth needs or conference calls
2020 Q4 - Implement regular usage Solicit at least 3 term sheets of our
Chandler
of OKRs and Weekdone minimum required terms
2020 Q4 - Implement regular usage Close an investment round with the
Rachel
of OKRs and Weekdone minimum of $10 million pre-money
2020 Q4 - Implement regular usage Conduct an all-hands team meeting to
Monica
of OKRs and Weekdone introduce OKRs and Weekdone software
2020 Q4 - Implement regular usage All 32 employees keeps their forms up to
Phoebe
of OKRs and Weekdone date at all times
2020 Q2 - Improve annual budgeting Whole Team (13 people) give feedback
Joey
and business planning to each other
 Start Current
Which metric? Target Progress File name
Value Value

NPS 4.4 8 5.1 19% Support

# of phone interviews 0 15 1 7% Support

# of suvey responses 230 1000 230 0% Support

# of phone interviews 0 50 23 46% Support

# of improvements +
0 11 3 27% Support
presentation
# of positive feedback
5 15 8.8 38% Support
items

Satisfaction rating 4 4.5 4.1 20% Support

# number of complaints 15 5 12 30% Support

# of hours 6 2 5 25% Support

# of hours 14 8 13 17% Support

# of minutes 4 2 4 0% Support

# of template lectures 0 5 1 20% Support

Signups 0 23000 4500 20% Marketing

Paid Customers 1100 3500 1800 29% Marketing

Website visitors 44000 170000 115349 57% Marketing

Subjects: 1 content
Strategy, 2 Key
0 3 0 0% Marketing
messages, 3 topic
structure
# readers 15000 50000 34400 55% Marketing

CTR 0.013 0.035 0.0145 7% Marketing

# of answers 25 1000 331 31% Marketing

Subjects: 1 Hackathon,
0 2 0 0% Marketing
2 publsih portfolio
Subject: 1 Action Plan 0 1 0 0% Marketing

# tests 0 10 7 70% Marketing

# of employees 4 48 7 7% HR

# of teams 0 23 1 4% HR

Satisfaction score
3.6 4.7 3.7 9% HR
points
Action: implementation
0 2 0 0% HR
and creation

# of FAQ materials 0 3 2 67% HR

# of actions 0 3 2 67% HR

# of answers received 3 75 14 15% HR

# of teams 0 3 0 0% HR

Actions: design and

0 2 0 0% HR
promote

Revenue ($) 0 100000 90000 90% Sales

Revenue outside our

500 500 480 96% Sales
country ($)

Gross profit margin (%) 100 0 44 56% Sales

MRR ($) 100000 250000 150000 33% Sales

Share (%) 0 100 60 60% Sales

Average subscription
250 295 240 -22% Sales
size per month

Annual renew rate (%) 50 75 55 20% Sales

Monthly churn (%) 2 1 1.9 10% Sales

Number of calls per

0 6300 2500 40% Sales
salesperson
Number of demo calls
0 315 250 79% Sales
per salesperson
Share of online signups
20 33 25 38% Sales
per back callings (%)
Hours spend per
0 84 37 44% Sales
salesperson on chat

# of surveys 0 15 2 13% Education

# of talks 0 3 1 33% Education

# of training modules
including designed 0 10 7 70% Education
content
# of tests 0 1 0 0% Education

# of researches 0 2 0 0% Education

# of systems created 0 2 3 150% Education

# of systems
0 2 1 50% Education
implemented

# of meetings 0 1 0 0% Education
# of people that need
to keep their forms up 0 8 5 63% Education
to date
# of people that gave
0 8 3 38% Education
feedback

# of managers 0 6 1 17% Finance

# of proposals 0 3 0 0% Finance

# of managers 2 12 5 30% Finance

Closing the budget 0 1 0 0% Finance

# of VCs 8 100 21 14% Finance

# of contact meetings 14 30 25 69% Finance

# of term sheets 0 3 1 33% Finance

Closing investment
0 1 0 0% Finance
round

Conduct meeting 0 1 0 0% Finance

# of employees 1 32 1 0% Finance

# of team members 2 13 3 9% Finance