Tracking OKRs
At VSHN, we track our objectives and key results (OKRs) in our wiki - we used to have a dedicated tool that didn’t work well for us. That’s how it is for now.
The wiki allows for flexibility how you do things: We include content from wiki pages in different places to generate overview tables, etc. Therefore, it’s crucial to adhere to the format, especially not modifying the objective table and its fields in the first column.
Have a Space in the Wiki
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In your team wiki space, create a page titled
<Teamname> OKRs, for example,Polaris OKRs. -
Each team should have an overview table and a button to create new OKR pages using the template.
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Each Objective is an separate wiki page, a sub-page of the
<Teamname> OKRspage.
You can replicate all this from here, avoid copying the sub-pages, instead create them using the template.
The global template is named Team Level OKR (you need to be confluence admin to change the global template).
Creating and Tracking OKRs
On your "Teamname OKRs" page, click the "Create OKR" button.
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The page title format should be
<year> <quarter> - <Teamname> OKR <number>, for example,2023 Q4 - Polaris OKR 2.-
Do not include the description in the page title as it complicates the creation of overview tables later on.
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Use the first table to create and track the objective.
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Use the second table to create and track the key results.
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Use the expand sections, one per month, to enter update comments.
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Update the numbers directly in the table.
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Feel free to add new KRs as you learn more how to measure progress towards your objetive.
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To document progress on the objective level, use the comment function of confluence at the buttom of the page.
The wiki template includes instructional text to simplify the process.