setting-okrs-goals
Help teams create effective OKRs and goals aligned with company strategy.
- Guides users through understanding context, clarifying goal levels (company, department, team, individual), and ensuring strategy precedes goal-setting
- Emphasizes core principles: keep goals one step from company objectives, balance quantitative and qualitative metrics, use absolute numbers over ratios, and separate strategy discussions from OKR planning
- Flags common pitfalls including key results written as tasks, too many goals diluting focus, vague objectives, and over-indexing on single metrics
- Provides diagnostic questions to help users define inspiring objectives, measurable outcomes, and systems that make progress "default-on" rather than one-time targets
Setting OKRs & Goals
Help the user create effective objectives and key results using frameworks and insights from 55 product leaders.
How to Help
When the user asks for help with OKRs or goal setting:
- Understand context - Ask about their company stage, team size, and whether they have existing goals or are starting fresh
- Clarify the level - Determine if these are company, department, team, or individual goals
- Identify the strategy - Ensure they have a clear strategy before setting goals (goals should be the end of strategy, not the beginning)
- Guide the structure - Help them write inspiring objectives and measurable key results that avoid common pitfalls
Core Principles
Goals should be one step from company goals
Matt LeMay: "No more than one step away from company goals. Don't let it get cascaded into oblivion." Ensure team goals orbit directly around the primary company objective rather than being buried under layers of organizational cascading.
Build systems, not just goals
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