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The OKRs Meeting

The YOW Team

The purpose of this manual is to provide a comprehensive guide for successfully conducting OKRs (Objectives and Key Results) meetings. These meetings drive alignment, communication, and accountability within teams and organizations.

Preparing for the OKRs Meeting

Rhythm – OKR meetings are often held quarterly to align with the standard OKRs time frame. We recommend scheduling for the entire year to ensure consistency.

Attendees – Core attendees typically include team members, managers, and key stakeholders in achieving the OKRs.

Review Previous OKRs – Before each meeting, participants should review the progress of the previous quarter’s OKRs to understand what was achieved and what needs adjustment.

Setting the Agenda

Introduction and Context Setting – Begin with a brief overview of the purpose of the meeting and the importance of the OKRs framework.

Review of Key Results – Discuss the progress made on each Key Result. Highlight successes and any challenges faced.

Objective Updates – Review the status of each Objective. Discuss whether the Objective is still relevant and if any adjustments are needed.

Discussion of Initiatives – If applicable, discuss the initiatives or projects that support the Key Results and Objectives. Assess their impact on progress.

Alignment and Collaboration – Encourage open discussions on how teams can collaborate to achieve shared objectives and overcome obstacles.

Conducting the Meeting

Time Allocation – Allocate specific time slots for each agenda section to ensure that discussions remain focused and on track.

Facilitation -Designate a facilitator to guide the meeting and ensure that everyone has an opportunity to contribute.

Participation – Encourage active participation from all attendees. Ensure that everyone has a chance to provide updates and insights.

Tracking and Follow-Up

Document Decisions and Action Items – Assign action items to specific individuals and deadlines to address any challenges or changes identified during the meeting.

Update OKRs Tool – Ensure all changes discussed during the meeting are reflected in the YOW Platform or software used.

Regular Check-Ins – Between meetings, teams should hold regular check-ins to assess progress, address roadblocks, and ensure alignment. Make sure the Check-ins are all set in the YOW Platform.

Continuous Improvement

Review Meeting Effectiveness – After each meeting, gather participant feedback to identify improvement areas.

Adjust the Process – Based on feedback, adjust the meeting structure, agenda, or timing to enhance overall effectiveness.

Running effective OKRs meetings is critical to achieving organizational alignment and success. Following this guide ensures that your OKRs meetings are productive, collaborative, and result-oriented.

Remember that the specifics of your OKRs meetings might vary based on your organization’s culture, size, and needs. Customizing the process to fit your unique circumstances is key to maximizing the OKRs framework.

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