As important as planning and executing your goals, ensuring your team has a way of closing out and reflecting on their OKRs helps make sure everyone is up-to-date and in sync when it comes to whether they've met their objectives or not.
How to close your OKRs
You can close both Objectives and Key Results separately. To close out either, click the three dot menu next to the goal part you want to close and click "Close":
Closed Objectives and Key Results will stay visible to your team, but will have the "Closed" tag added and will stop your team members from being asked to leave their confidence rating. Below, we'll go over best practices for this process, but if you'd prefer to completely remove the OKR from view, you can archive the objective itself. To archive the objective, click on the three dots menu at the top right:
From that menu, you can archive the objective and all of its downstream key results:
This removes the OKR from your active goals and lets your team start with a clean slate for the next quarter. Archiving the objectives, as opposed to deleting them, allows your team to revisit them later and see all of the progress they've made over time. You can view all of your team's archived OKRs from the drop down in the menu bar:
Best practices for closing your OKRs
While just archiving the OKR is a simple way to start over, closing out your OKRs can be a milestone moment, and we believe in making it an event for your team. Having an end of quarter meeting where each team member reflects on their OKRs, their successes, and the lessons they're learning is a great way of celebrating your team and giving them a chance to come together in the purpose of their work.
One way that we've seen successful customers achieve this is by having every team member go KR by KR, closing them individually before archiving the objective. To close out individual KRs, you can click the three dot menu of that key result, then select Close out key result:
This ceremonial action works as a visual way of working through your teams goals from top to bottom. When the key results have all been discussed and closed, archive the objective or reopen the key results and edit the OKR for the next quarter.
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