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tability.ioWhat are Quarterly Check Ins OKRs?
The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.
How you write your OKRs can make a huge difference on the impact that your team will have at the end of the quarter. But, it's not always easy to write a quarterly plan that focuses on outcomes instead of projects.
We have curated a selection of OKR examples specifically for Quarterly Check Ins to assist you. Feel free to explore the templates below for inspiration in setting your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
Quarterly Check Ins OKRs examples
You'll find below a list of Objectives and Key Results templates for Quarterly Check Ins. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.
Hope you'll find this helpful!
OKRs to improve quarterly communication by ensuring consistent check-ins with performance manager
ObjectiveImprove quarterly communication by ensuring consistent check-ins with performance manager
KRAct on and document any action items or feedback from check-in meetings
Record all feedback and action items during check-in meetings- Update documentation promptly following the actions taken
- Implement necessary changes based on the meeting feedback
- KRPrepare performance update report prior to each check-in meeting
- Analyze data to identify trends
- Gather recent data on team performance metrics
- Compile findings into a concise report
- KRSchedule quarterly meeting dates with performance manager in advance
- Contact performance manager to discuss availability
- Confirm and schedule quarterly meetings in advance
- Review the calendar for potential meeting dates
OKRs to improve communication by ensuring quarterly check-in with performance manager
- ObjectiveImprove communication by ensuring quarterly check-in with performance manager
- KRImplement action plan based on feedback received from performance manager
- Develop a comprehensive action plan addressing the concerns highlighted
- Review feedback received from performance manager thoroughly
- Begin implementation of formulated action plan immediately
- KRDiscuss performance goals and feedback during check-in meeting
- Review previous performance goals before the check-in meeting
- Prepare constructive and specific feedback points
- Schedule a check-in meeting to discuss performance goals
- KRSchedule and attend quarterly check-in meeting with performance manager
- Determine a suitable date and time for the check-in meeting
- Send meeting invite to performance manager
- Attend the scheduled check-in meeting
OKRs to improve quarterly performance through consistent check-ins with manager
- ObjectiveImprove quarterly performance through consistent check-ins with manager
- KRImplement suggestions from manager to enhance performance
- Review manager's suggestions carefully and clarify any doubts or queries
- Outline a concrete plan to apply suggested modifications structurally
- Daily monitor, measure and evaluate progress towards goals
- KRReview progress towards goals and receive feedback during meetings
- Prepare reports detailing goal progression
- Schedule regular meetings for progress reviews
- Ask for feedback during these meetings
- KRSchedule quarterly meeting with performance manager
- Identify schedules that align between you and your performance manager
- Draft an email proposing the meeting time and agenda
- Send the email and confirm the meeting date
How to write your own Quarterly Check Ins OKRs
1. Get tailored OKRs with an AI
You'll find some examples below, but it's likely that you have very specific needs that won't be covered.
You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.
- 1. Go to Tability's plan editor
- 2. Click on the "Generate goals using AI" button
- 3. Use natural language to describe your goals
Tability will then use your prompt to generate a fully editable OKR template.
Watch the video below to see it in action 👇
Option 2. Optimise existing OKRs with Tability Feedback tool
If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.
- 1. Go to Tability's plan editor
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on "Generate analysis"
Tability's Strategy Map makes it easy to see all your org's OKRsTability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
You can then decide to accept the suggestions or dismiss them if you don't agree.
Option 3. Use the free OKR generator
If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.
Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.
Quarterly Check Ins OKR best practices
Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Here are a couple of best practices extracted from our OKR implementation guide 👇
Tip #1: Limit the number of key results
Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your OKRs.
We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.
Tip #2: Commit to weekly OKR check-ins
Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.
Being able to see trends for your key results will also keep yourself honest.
Tip #3: No more than 2 yellow statuses in a row
Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.
As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.
Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.
How to track your Quarterly Check Ins OKRs
The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. Reviewing progress periodically has several advantages:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.
If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.
More Quarterly Check Ins OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance welding skills and professionalism
- OKRs to full deployment of Ember and Abnormal Security tools in SecOps
- OKRs to enhance the quality of the company's testing process
- OKRs to expand legal and regulatory resources network
- OKRs to increase usage of D365 Sales Hub in our organization
- OKRs to successfully lead the organization of 12 Days of Christmas event