Key Result types, creation, and other actions
Intro
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
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 Read https://amoeboids.atlassian.net/wiki/spaces/UPFJ/pages/3942580247 for more details about all progress calculation configurations. |
Metric, To do | Description | 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. Read how to enable/disable . |
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.
Other KR related actions
On this page |
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