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Key Result types, creation, and other actions

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

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