Koan helps you set goals and measure progress. Once you have written incredible
OKRs, it's time to add them to Koan, and where it makes sense, link them. After watching the videos or reading this article, you will be able to add your goals/OKRs to Koan and start gathering all the good data to measure progress.
- Navigate to the team page (or, one of the teams) of the team responsible for the OKRS
- Click + Objective or + Key Result
- Add the title (required)
- Add the due date (optional)
- Add the description (optional)
- Add the metric (optional for key results). If you are interested in learning more about updating metrics automatically, check out our article Getting Started With Goal Metrics API
- Link to any connected objectives / key results (see video + guide below)
- By default, the goals/OKRs will be assigned to the team from which you initiated the creation process. If more than one team shares responsibility, you can add them here.
- By default, objectives and key results are public. You can mark them private as relevant. If you've linked/connected goals in parent/child relationships inside of a team, privacy settings are not automatically inherited. You can choose which child goals are private or not.
Goals/OKRs can be linked to another goal/OKR in other teams for better visibility around how goals are connected and to create alignment across your organization.
When creating or editing an objective or key result use the "Link to... option to search and choose the correct objective or key result to which to link. Once linked, you will see an icon next to the Objective's name that displays aligned parent Objectives:
If an Objective has child Objectives that are linked to it, those will be displayed below its Key Results:
Should all goals be linked together? Generally speaking, no! A strict hierarchical (tree structure) of goals/OKRs across your whole organization is simply too rigid in most cases. Even worse, it can force a "cascading" goal-setting process that is time-consuming and frustrating for everyone involved. Instead, try setting a few key top-level goals and then let each team use those as inspiration when setting their own. In the cases where goals are directly aligned, link them! There will be many other cases where teams are working on important goals that aren't directly related to the company's top-level goals -- find and encourage the right balance of behaviors and don't worry about making a perfect tree of goals!
How can I create top-level company/organization goals? Goals always live inside individual team. In many cases, your company-wide goals might live in an Executive team. In other cases, each department might own and be accountable to one of your top-level goals. Use the Company Page feature to highlight the key goals for the whole organization.
Can Objectives in a single team be linked? Currently, no! Parent Objectives can only be set from other teams. This is to keep things simple, but maybe there's a valid use-case for this we haven't thought of?! Let us know!