Key Result is a specific, measurable metric that helps gauge the progress towards achieving an objective. An objective is the direction, whereas the key results are the milestones. A Key Result should be articulated in a precise and quantifiable manner, making it easy for stakeholders to understand and track progress.
KR types that are possible in UpRaise and their use
Metric
Definition
A Metric Key Result is a quantifiable measure used to track progress towards achieving an objective. It primarily relies on numerical values to track progress.
When to use?
Use it to track numbers like increase revenue by x USD, decrease churn by x%, maintain CSAT at Y, etc.
Choose a relevant metric that aligns with your objective. Set a specific target or threshold that needs to be achieved.
Example
If the objective is to "Increase user engagement", a Metric KR could be "Increase daily active users by 20%".
To do
Definition
A To Do Key Result involves completing specific milestones that contribute towards achieving an objective. It focuses on actionable steps. To do KRs are binary in nature. i.e. their progress is either 0% or 100%
When to use?
When it is a supporting milestone that need to be completed to achieve an objective, use to do type of KR. These type of KRs should directly contribute to the overall objective.
Example
If the objective is to "Improve customer support satisfaction", a To Do KR could be "Conduct training for support team on active listening skills".
Jira issues
Definition
A Jira Issue Key Result involves linking specific Jira issues to an objective. This can be particularly useful if you're managing projects in Jira.
When to use?
Employ Jira Issue KRs when your work revolves around Jira projects.
UpRaise provides automated progress calculations based on custom fields or status category. This can be configured as required. Read progress calculation-related guides hereProgress automation & configurations .
Example
If the objective is to "Increase CSAT", the Jira Issue KR could be "Go live with X integration that is top voted by our customers".
Jira issues (via JQL)
Definition
Jira Issues via JQL KRs use Jira Query Language (JQL) to define a set of Jira issues that contribute to an objective. They offer flexibility in tracking issues based on custom criteria.
When to use?
Use Jira Issues via JQL KRs when you need to track Jira issues based on specific criteria.
UpRaise provides automated progress calculations based on custom feilds or status category. This can be configured as required. Read progress calculation-related guides here Progress automation & configurations .
Example
If the objective is to “Enhance user experience”. Jira Issues via JQL KR could be “Resolve all usability issues of Blocker & High priority”.
Create KRs
Metric and To do
Navigate to relevant objective where you want to create a Key result.
Click on Add new in under Key Results section >> Select the relevant type of KR. Below are the steps depending on the type of key result being selected.
Based on the selected KR type, different fields are displayed. Below is the list of those fields based on the KR types they are applicable to -
Applicable to
Field name
Description
Metric, To do, Jira issues (via JQL)
Title
Title of the key result
Metric, To do
Owner
Select user who is supposed to own the key result
Metric, To do
Start and Due date
Start and Due date of the key result. It should be between start and end date of the objective.
Metric
Behavior
Depends on how you want to track number in the metric
Increase/Decrese - When number is supposed to be tracked that increases or decreases, use this behavior. E.g. Increase adoption rate by 10% or Decrease the hiring cost by 100$ for each recruit. Numbers can be of any unit like percentage, currency, etc
Original value is current number and the Target value number is the number one wants to achieve and defines the success of the metric
Maintain - When the given numbers being tracked in metric are supposed to be maintained, use this behavior. E.g. Maintain the NPS score at X for the current quarter
Original value is current number and the Target value range (min-max) is the ideal range that defines the number is being maintained
Metric, To do
Progress calculation
There are three ways to calculate the progress
Manual - Users manually update the KR progress
Jira issues - KR progress is tracked based on Jira issues based on the selected aggregate function and the custom field
In Progress calculation settings, Jira issues option is not applicable To do type of KRs
Other Key Results - Jira issue progress tracked based on other KR’s progress
KR description that has relevant KR-related information
Metric, To do
Reminders
To make sure users are consistently updating the progress of KRs and set the KR reminders that are sent automatically on set frequency like weekly, bi-weekly, monthly, etc.
Once above fields are defined click on Save. Below image shows the Metric and To do type KRs added in objective.
Jira issues
In UpRaise, Jira Issue KRs provide a seamless integration between objectives and specific tasks or issues tracked in Jira. This integration allows for a more detailed and granular tracking of progress toward objectives.
On Add new Key result pop-up
Select Jira issue KR type
Search for issue with relevant JQL or with issue id, key, etc., and click on Search.
Select one moe Jira issues (each Jira issue is added as a separate KR when multiple issues are selected), click on Next
Define the weightage click on Save
Below screenshots shows the objective details where selected Jira issues are now added as KRs.
Jira issues (via JQL)
Jira Issues (via JQL) KRs provide a powerful way to align objectives with specific tasks or issues in Jira using Jira Query Language (JQL). As Jira issues meet the defined JQL, they are automatically associated with the given objective in UpRaise. This ensures that the progress is always up-to-date.
On Add new Key result pop-up, select Jira issues (via JQL) KR type
Define the KR Title and Weightage
Define the JQL and click on Search
All the retrieved issues will be associated with the objective via JQL, now click on Save.
Based on their progress, KR’s progress will be automatically tracked and its impact will be updated in objective’s progress automatically.
#BestPractices
If new to UpRaise and just rolling out OKRs, we recommend using default weightages. Once the understanding of the system and the calculation is clear, play around the weightages by tweaking them as needed and set different weights of KRs.
Abandon - If the KR no longer valid/supports the objective abandon to avoid its impact on the objective or any further intentional/unintentional punch-ins