Let’s assume you are setting OKRs at the company, team, and contributor levels. Larger companies may have additional levels.

OKR cycle diagram, annual OKR diagram, quarterly OKR diagram, OKR timeline

4 to 6 weeks before quarter

Brainstorm Annual and Q1 OKRs for Company

  • Senior leaders start brainstorming top-line company OKRs.
  • If you’re setting OKRs for Q1, this is also the time to set your annual plan, which can help guide the direction of company.

2 weeks before quarter

Communicate Company-wide OKRs for Upcoming Year and Q1

  • Finalize company OKRs and communicate them to everyone.

Start of quarter

Communicate Team Q1 OKRs

  • Based on the company’s OKRs, teams develop their own OKRs and share them at their meetings.

1 week after start of quarter

Share Employee Q1 OKRs

  • One week after team OKRs are communicated, contributors share their own OKRs.
  • This may require negotiation between contributors and their managers, typically in one-on-one settings.

Throughout quarter

Employees Track Progress and Check in

  • Throughout the quarter, employees measure and share their progress, checking in regularly with their managers.
  • Periodically through the quarter, contributors assess how likely they are to fully achieve their OKRs.
  • If attainment appears unlikely, they may need to recalibrate.

Near end of quarter

Employees Reflect and Score Q1 OKRs

  • Toward the end of the quarter, contributors score their OKRs, perform a self-assessment and reflect on what they have accomplished.

If I have questions, where should I send them?

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