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THE BASICS
OF OKR by Henrik-Jan van der Pol

Founder & CEO of Perdoo
Companies that use OKR:
www.perdoo.com
WHAT IS OKR?
OKR stands for Objectives and Key Results.
It’s a goal management framework employed by some
of the world's best known companies.
OBJECTIVES AND KEY RESULTS
The Objective defines where
you need to go. It should set
a clear direction. Like a
destination does, such as
New York.
“Where do I
need to go?”
Key Results will tell you if
you’re getting closer to your
Objective. See them as a GPS
device translating your
destination into specific
coordinates.
“How do I know
I’m getting there?”
Initiatives are the steps you
need to take to reach your
Objective. These are like the
list of directions in your GPS
that guide you to your
destination.
“What do I
need to do?
www.perdoo.com
OBJECTIVES EXAMPLES
EXAMPLES
Objective: Conquer the U.S. market
Objective: Become an awesome place to work
Objective: Make our customers love our support team
OBJECTIVE
„Where do I need
to go?“
www.perdoo.com
KEY RESULTS EXAMPLES
EXAMPLES
Objective: Make our customer love our support team
Key Result: Customer satisfaction score of 97%
Key Result: Average first response time of 1 hour
Key Result: Average solution time of 12 hours
„How do I know I’m
getting there?“
KEY RESULTS
www.perdoo.com
INITIATIVES EXAMPLES
EXAMPLES
Objective: Make our customer love our support team
Key Result: Customer satisfaction score of 97%
Key Result: Average first response time of 1 hour
Key Result: Average solution time of 12 hours
Initiative: Interview 10 support rep candidates
Initiative: Publish an FAQ
Initiative: Launch in-app live chat
INITIATIVES
„What do I need
to do?“
www.perdoo.com
4 OKR RULES
Set them annually and quarterly
A quarter and a year are timeframes in which you really can achieve 

something. The same timeframes are also used to evaluate companies.

Don’t have too many
5 Objectives with 4 Key Results each is your maximum per quarter.
Having more will only distract you from what really needs to be done.
Make them challenging.
Research demonstrates that people who set challenging targets 

achieve more. Getting to 70-80% should already be a great result.
A Key Result must have a number.
Numbers enable objective evaluation and create a learning process.
1
2
3
4
www.perdoo.com
CASCADING OKRS
Your ultimate goal is the
long term view.
From the ultimate goal, you
derive your annual and
quarterly Objectives.
Your Initiatives support your
quarterly Objectives.
Objective
Initiative
Ultimate Goal
Task
Task
Key
Initiative
Objective
Task
www.perdoo.com
…
…
OKRS ON A TIMELINE
Q1 Q1Q3 Q4
Teams
and Individuals
draft their Q1
Define
annual company-level
Close & rate
Q1 OKRs;

Strategic Cadence

1 year
Tactical Cadence
3 months
Define an
ultimate goal
Ultimate Cadence
5 years

Q2
Weekly
Check-ins
www.perdoo.com
Our simple, smart, and
scalable software is built on
OKR; a framework used by
top-achieving companies to
attain exceptional success. REQUEST A DEMO
THE COMPANY
SUCCESS PLATFORM

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The Basics of OKR

  • 1. THE BASICS OF OKR by Henrik-Jan van der Pol
 Founder & CEO of Perdoo
  • 2. Companies that use OKR: www.perdoo.com WHAT IS OKR? OKR stands for Objectives and Key Results. It’s a goal management framework employed by some of the world's best known companies.
  • 3. OBJECTIVES AND KEY RESULTS The Objective defines where you need to go. It should set a clear direction. Like a destination does, such as New York. “Where do I need to go?” Key Results will tell you if you’re getting closer to your Objective. See them as a GPS device translating your destination into specific coordinates. “How do I know I’m getting there?” Initiatives are the steps you need to take to reach your Objective. These are like the list of directions in your GPS that guide you to your destination. “What do I need to do? www.perdoo.com
  • 4. OBJECTIVES EXAMPLES EXAMPLES Objective: Conquer the U.S. market Objective: Become an awesome place to work Objective: Make our customers love our support team OBJECTIVE „Where do I need to go?“ www.perdoo.com
  • 5. KEY RESULTS EXAMPLES EXAMPLES Objective: Make our customer love our support team Key Result: Customer satisfaction score of 97% Key Result: Average first response time of 1 hour Key Result: Average solution time of 12 hours „How do I know I’m getting there?“ KEY RESULTS www.perdoo.com
  • 6. INITIATIVES EXAMPLES EXAMPLES Objective: Make our customer love our support team Key Result: Customer satisfaction score of 97% Key Result: Average first response time of 1 hour Key Result: Average solution time of 12 hours Initiative: Interview 10 support rep candidates Initiative: Publish an FAQ Initiative: Launch in-app live chat INITIATIVES „What do I need to do?“ www.perdoo.com
  • 7. 4 OKR RULES Set them annually and quarterly A quarter and a year are timeframes in which you really can achieve 
 something. The same timeframes are also used to evaluate companies.
 Don’t have too many 5 Objectives with 4 Key Results each is your maximum per quarter. Having more will only distract you from what really needs to be done. Make them challenging. Research demonstrates that people who set challenging targets 
 achieve more. Getting to 70-80% should already be a great result. A Key Result must have a number. Numbers enable objective evaluation and create a learning process. 1 2 3 4 www.perdoo.com
  • 8. CASCADING OKRS Your ultimate goal is the long term view. From the ultimate goal, you derive your annual and quarterly Objectives. Your Initiatives support your quarterly Objectives. Objective Initiative Ultimate Goal Task Task Key Initiative Objective Task www.perdoo.com
  • 9. … … OKRS ON A TIMELINE Q1 Q1Q3 Q4 Teams and Individuals draft their Q1 Define annual company-level Close & rate Q1 OKRs;
 Strategic Cadence
 1 year Tactical Cadence 3 months Define an ultimate goal Ultimate Cadence 5 years
 Q2 Weekly Check-ins www.perdoo.com
  • 10. Our simple, smart, and scalable software is built on OKR; a framework used by top-achieving companies to attain exceptional success. REQUEST A DEMO THE COMPANY SUCCESS PLATFORM