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OKR Discussion: Calculating OKR progress

Summary

In validation of the OKR Management MVC we learned that users have varying opinions as to how progress of OKR records should be calculated. In this issue we will discuss the impact of each direction.

In this issue, we will discuss alternate ideas for implementing timeboxes in OKRs.

Verbatims from validation issue

  1. I am concerned that progress is a manual roll-up. There should be a way to over-ride. If there isn't, I'd prefer to manually set in the first iteration.

  2. I personally find progress confusing. I would rather see a field for final score.

  3. This is a problem given our current level of OKR update sophistication and an inability to set weights for components in a tree.

  4. First I love the fact that Objectives can have BOTH Objective children and KR children. The key will be how the goals rollup in scoring them. (example below) Each of these points in the tree have a score. Do you roll it up? Or do you manually score. The Epics and issues are the projects that get you there.. but the outcome of those workstreams are not directly the outcomes.

    • Objective 1: Be successful at remote work
      • KR: Craig Happiness score of 10
      • SubObjective 1: Have a great morning routine.
        • KR: Take 7 showers a week.
      • SubObjective 2: Have social interactions
        • KR: Have 1 coffee chat a day

  5. I'd like to know whether score was manually entered, calculated from rollups, calculated from linked epics/issues, calculated from a data source. It's not clear what expected progress should be (assumed 100%) or when progress is expected by.

  6. I'm immediately going to try to edit the Progress :( Is there a way to provide a tip next to that field? I am looking around on that screen and I can't see any information about ""progress must be edited in the Child objects"".

  7. I am against progress % - again not sure I think about objectives in terms of progress and I always found those updates for key meetings to be not useful. I think it is a manual status on each objective and KR. I think the KRs and subobjectives should roll up to the objective but given my example above not sure the best way to do it. Is it it an average - is it a min (if one is blocked the whole tree is blocked).

Edited by Amanda Rueda