Everything you need for your quarterly planning process

While there’s always pressure to finish quarters on a high note, it’s just as important to start preparing for the next cycle.

This post is a quick compilation of resources to help you get ready, and make sure that your Q4 OKRs aren’t just going to be a repetition of the previous quarter.

For your retrospectives

Recency bias is real. Make sure you spend some time to reflect on the past 3 months before you start setting goals for the next quarter.

• Retrospectives are your missing superpower
• OKR retrospectives: how to review OKRs and start a new cycle
• 🎥 Retrospective Masterclass video

If you’re just getting started

Perhaps this is going to be your first time doing OKRs! Don’t worry, we have a few links to help.

• What are OKRs? Everything you need to know in 2024
• How to write great OKRs in under 30min
• Open-sourcing our top-level OKRs
• OKRs vs. KPIs: what’s the difference?
• 🎥 Goal Setting Masterclass video

Getting the right culture

It can take up to a year for people to see value in the OKR process. Quite often this is due to not investing enough time in change management, and rushing people from a project-centric approach to an outcome-driven culture.

• How to create OKRs your team won’t hate
• How to start using OKRs as guardrails
• Don’t be fake positive

When OKR-purism doesn’t work

Getting value from a framework is 20% understanding the rules, and 80% bending them to fit your team culture. Here we take a look at some special situations where you might need to break from the conventions.

• How to track slow-moving OKRs
• How to set OKRs when your key result is a project

Aligning vs. cascading goals

We’ve got some strong views on the best way to get teams aligned. Spoiler: you should align, rather than cascade your OKRs.

• Cascading OKRs vs. aligning OKRs
• Aligning team goals to company goal (in Tability)

Weekly routine and OKR scoring

See why you shouldn’t score your OKRs like Google, and our recommendations to make goal reviews a team habit.

• OKR check-ins: the pragmatic guide
• Bring the OKR pain forward
• 5 weekly questions to keep remote teams aligned
• 15 OKR tips to make goals easier to manage
• OKR scoring: don't do it like Google

Templates and AI generators

• OKR templates library
• Free AI OKRs and SMART goals generator
• Free AI metrics generator
• Free AI strategies generator

OKR & goal tracking tooling

We’ve got a few things that can help you save hours at work.

• 🤩 Tability: the AI-driven platform that turns objectives into results
• 10 great OKR dashboards to save hours at work
• 9 ways to automate the annoying parts of OKRs
• OKR reporting: 3 simple ways to maintain transparency in your org
• How to get live OKR dashboards in Notion‍
• 🎥 Chat with Tability to draft your goals