OKR x SCRUM Workflow

Understanding OKR Review

• The OKR review focuses on evaluating our past performance, assessing the relevance of our OKRs, and extracting actionable insights from our experiences to enhance future performance in the upcoming month.
• The OKR review is divided into two parts:
  1. OKR scoring which quantitatively assesses our progress towards objectives, and
  2. OKR review, an open dialogue to share insights, best practices, and validate our OKRs' relevance for improved focus and efficiency in the upcoming month.

Executing the OKR Review

<aside> 🤓 Click here to access the OKR-Review template in Confluence

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1. OKR-Scoring

• Nominate a team member to record scores in the template.
• List Objectives and their corresponding Key Results in the OKR Scoring Template.
• Request Key Result owners to share their results from 0-1 (1=100%), then input these into the template.
• Derive Objective scores from the average scores of associated Key Results.

Scoring Template

| **Objective 1 (0,47)** | **Objective 2** **(0,43)** |
| --- | --- |
| Key Result 1.1 (0,5) | Key Result 2.1 (0.2) |
| Key Result 1.2 (0,3) | Key Result 2.2 (0.4) |
| Key Result 1.3 (0,6) | Key Result 2.3 (0.7) |

<aside> 💡 The score assigned to each objective mirrors your team's progress towards achieving these objectives.

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2. OKR Review

• This step aims to learn from past experiences by deriving actionable insights and best practices, validating our OKRs' relevance, and boosting focus and efficiency for the upcoming month.
• Guidelines for the OKR Review discussion:

  • The discussion focuses only on your Key Results and their scores since they are closer to the actual execution making the review more concrete.

  • Keep each Key Result review to a maximum of 20 minutes for efficiency. If earlier discussions were quicker, allocate the saved time to other key results as needed.

  • Statements during the review should be forward-thinking, solution-oriented, and rooted in self-reflection. No complaint is valid without a proposed solution.

  • The assigned team member documenting the OKR scoring also records all review statements in the OKR Review template. OKR Review Template

    Objective 1 (0,47)	Objective 2 (0,43)
    Team Member 1:

    • ,,Feedback of Team Member 1.” Team Member 2:
    • ,,Feedback of Team Member 2.” | Team Member 1:
    • ,,Feedback of Team Member 1.”

    Team Member 3:

    • ,,Feedback of Team Member 3.” |
• The discussion is structured into three sections for clarity. Each section is thoroughly discussed before moving on to the next. Use the following example questions as a guidance:
  • Example Questions -Personal Contribution:
  • Example Questions -Third-Party Contribution (team or external):
  • Example Questions -Relevance of the Objective:
• Team members share insights corresponding to these three sections. These insights are documented for future use.
• After the OKR review, the team starts the backlog creation for the next month. Feedback from the review should be considered and adjustments made to objectives or key results if necessary.