In this article, we’re going to explain how to create a Key result. Key Results are used to measure progress against your Objectives.
N.B: Please note, Key Results must belong to an objective. In order to proceed with this tutorial, you must have already created an Objective. For assistance with creating an objective, please see our help article here.
First, visit the Objective you want to create a key result for. If the Objective doesn't have any Key Results, click on the blue 'Add a Key Result' button to create one:
Alternatively, if the Objective already has a Key Result, you'll need to click on the 'Options' button on the Objective page, and click 'Add a Key Result':
You now have several fields you will need to fill out in order to create your Key Result. These are explained as follows:
What do you want to achieve? - This is the title of your objective and should be short and succinct so that anyone viewing your objective on the platform has an immediate understanding of its purpose. (This is a required field.)
Describe how you're going to do it? - If you want to add some additional detail to your objective, i.e you have a plan for how you are going to achieve the goal, or perhaps some additional detail on the why behind the goal, you can add this here
What are you trying to measure? - This is where you specify what you are trying to measure. The options are explained as follows:
'Increase From' and 'Decrease From' - This type of metric lets you choose a specific start and end value, and track an increase or decrease between these values.
'More Than' and 'Less Than' - If you have a KPI, then you can use these options to portray this in the system. Keep in mind that you can't set targets or progress bars for this type of metric.
'To Stay At' - If you need to maintain a certain number or level, you can use this option to portray this in the system.
When does it start and end? - This is the start and end date of the Key Result. This does not have to be today’s date, and in fact you can backdate this or even specify a future date if the Key Result is not due to begin for some time. (This is particularly useful if you’re setting up a Key Result for the next quarter.) Keep in mind that the Key Result will still remain active after the due date, until it has been archived.
When are check-ins due? - By default, the check-in owner will be reminded to check-in using the company's established check-in cadence. However, you can also specify a custom frequency for checking on on this Key Result by clicking 'Add a custom frequency'.
Do you have targets to hit within this date range? - You can add additional targets between the start & end date. This will influence how the graph is visualised, and is very useful if you have projected targets to reach over the duration of your Key Result. For example, this sales key result has different monthly targets as the owner suspects sales will do better or worse depending on the time of year. To portray these projections via the graph in the key result, the objective owner has added several monthly targets:
These targets are then reflected in graph as follows:
Who contributes towards it?
Teams, People, Leaders and Check-in owners - You can specify who is responsible at at an individual and team level for the Key Result and can also highlight who is the 'Goal Leader', i.e this might be the primary person in charge of managing this Objective. You can also nominate the Check-in owner, who will be primarily responsible for check-ins in accordance with the established frequency, and will receive notifications to that effect.
Show percentage progress? - If you’d like, you can display a progress bar on your Key Result. Progress will be calculated based on where the current value sits between the start and end values. This will be presented as a percentage. Progress bars do not take waypoint targets into account. Progress will not be calculated if the start and end values are the same. You cannot manually override the calculated progress.
Should this be visible to everyone? - In some situations you may wish to create a private Key Result. Perhaps its for a personal objective, or you aren’t ready to have the Key Result appear publicly. Keep in mind, however, that you cannot make a public Key Result private - you can only make a private Key Result public. So if it's of a sensitive nature, make sure you remember to make it private before creating it.
What long-term Strategy does this support? - This will default to the strategy of the parent objective.
Invite people to follow this (optional) - You can invite people to follow your Key Result. Following a Key Result makes it easier for someone to receive updates and monitor how that key result is progressing via their Following page.
Once you’ve finished filling out these fields, you can scroll to the bottom of the page and select ‘Add Key Result’ to create and view your Key Result.
To learn more, take a look at our article on how to write OKRs.
Need some help?
If you have any questions or need further guidance around this topic, feel free to contact your J3T representative by clicking on the blue speech bubble icon to the bottom right of the page and initiating a conversation like this:
Or alternatively you can also send an email to 'email@example.com'.