Add to end of: https://handbook.hypha.coop/okrs.html

Process of Setting OKRs

The OKR process is stewarded over three weeks by the Cultivator for the month. We follow a four-stage process for identifying and agreeing on goals:

1. Recap and review (Week 1 All hands)

   • In separate meeting (30 minutes attached to all-hands)
   • Look at OKRs from previous period
   • Review current annual Strategic Plan (temporarily, the business plan) and Financial Forecast
   • Check-in on other relevant information (e.g., our mission, values, time-sensitive information)

   Outcomes:

   • Notes from all-hands meeting

2. Individual Brainstorming Org-Wide Goals (All hands)

   • Take time for session at all hands
   • Individual brainstorming of goals, can add in async after
   • Cluster items into working groups

   Outcomes:

   • Notes with draft goals from all-hands meeting separated into WGs

3. Working Group goals identified and refined into OKRs (Week 2 WG meetings)

   • Working groups take OKRs and discuss at their own meeting
   • WGs convert "goals" into "objectives" and identify "key results"

   Outcomes:

   • Each WG has document with OKRs

4. Present and Agree on OKRs (Week 3 All hands)

   • Instead of working group updates, each working group presents their OKRs, steward presents org-wide OKRs
   • Use spreadsheet to discuss and make minor adjustments

   Outcomes:

   • Shared understanding among members
   • Updated OKR spreadsheet (each WG and org-wide), with names assigned
   • Updated page on handbook