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One on One Meetings: Building a One on One Culture – The Ultimate HR Guide

Written by:
Aditi Aditi

The art of aligning Performance

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November 15, 2019
TL;DR

Every sector, including HR, is rapidly adopting AI in 2024. As of early 2024, about 38% of HR leaders are actively piloting or have already implemented generative AI technologies within their operations, showing a significant increase from 19% in mid-2023​. This is in line with another survey where 61% of CHROs planned to invest in AI in 2024.

Let’s begin with a story. A well-known tech giant decided to scrap its traditional yearly appraisal cycle, replacing it with a year-round system of check-ins.

Considered quite forward-thinking back in 2014, it encountered its share of sceptics. A year later, things looked different. The company had seen a staggering 30 percent drop in attrition levels. In addition, there was a 50 percent increase in voluntary departures as problems were being dealt with as they happened without waiting for the appraisal cycle. We are talking about Adobe and their Vice President – HR, Donna Morris, an oft-quoted case study. And yet, the story never gets old. What is it that transformed a system so widely accepted to suit the needs of a large company? The answer, as it always does, lies in something more basic, more human. One on Ones. Let’s take a moment to let this sink in. This isn’t the only such case. Ed Catamull, co-founder and president, Pixar speaks of One on Ones with equal gusto in his book Creativity Inc.

He rates them higher than the open-door policy he used during the making of Toy Story explaining ‘being on the lookout for problems is not the same as seeing problems’.

As HR managers, we don’t need much to validate their positive outcomes but are equally aware of the challenges involved in getting managers to do One on Ones right.

‘being on the lookout for problems is not the same as seeing problems’ – ED CATAMULL

One on One Meetings as a tool

Before we delve into One on Ones in detail, it is important to recognise the role of a manager in a company.

Not only are they key stakeholders but act as ambassadors of the company and play a crucial role in attracting new talent while getting work done on a daily basis.

According to a Gallup study, a staggering 50 percent employees leave a manager, not a company. A statistic that we are all aware of but can’t dismiss.

One on Ones thus, can become an effective tool in bridging this all pervasive gap between managers and employees.

Think of it this way, when you drive a car for thousands of miles, across the country, you are bound to incur a few problems.

What do you do?

You drive to the nearest service centre and run a service check.

After all, every machine needs a little oiling here and tinkering there to function as desired. Or closer and more pertinent, would be the case with your own health.

A long run on one day and a balanced meal won’t take you any closer to your fitness goals until it becomes a habit.

Think of One on Ones as a similar exercise.

A long run on one day and a balanced meal won’t take you any closer to your fitness goals until it becomes a habit.

Mark Zucherberg, Facebook Founder and CEO among others endorses One on Ones, waxing eloquent about the role they have played in the company’s success.

What’s in it for us (HR)?

First and foremost, for both a company and HR, Heather Sullivan, Chief People Officer at Discord (and previously Udacity) explains, One on Ones create a much needed connection between an employee and the manager.

This in turn results in open communication and does away with the need for mediation. The results of this, we know, are manifold.

From better engagement levels, more employee satisfaction all the way to clearer succession plans. It’s half an employee retention battle won and all it takes is effective One on Ones.

Closer though, it makes our jobs more interesting.

Imagine, the time you spend firefighting and resolving conflict being reduced considerably.

Wouldn’t it help you focus on your role as a strategic enabler in the company focussing on big-ticket items on your checklist?

One on One guides often speak directly to a manager and that’s a cycle we want to break.

It is after all HR managers who enable, facilitate, measure and make One on Ones in a company count.

Not to miss, create a culture of them that impacts a company in a more holistic manner.

Rolling out One on Ones

So, your company does not conduct One on Ones?

Often, getting started on them can be a tedious process and can be met with much refrain from all parties involved.

Don’t let that bog you down, here’s a step-by-step guide to help you roll them out in a systematic, effective manner.

  • Educate yourself: Learn and read everything you possibly can about One on Ones and conducting them effectively. This blog, is a good start.
  • Educate managers: Communicate with them while keeping it simple. What they are, why are they important and what are some of the tools (refer to the last section) and resources available to them? Use short role play videos to help managers understand the process clearly.
  • Training sessions: Conduct regular formal and informal training and information sessions where managers’ queries and challenges are addressed in detail.
  • Build a cohort: Get together a group of (say 20 managers) in a round table and get them to lead this effort. Equip them with templates and resources that will set the tone for One on Ones in the company.
  • Set a timeline: For the first round of One on Ones, set a timeline. Follow this up with round tables that include managers and employees to assess what is working and what isn’t.
  • Finally, as HR managers be available for assistance and any hand holding required during the initial days.

Building a One on One culture

Rolling out One on Ones and doing them right is important.

However, while we do talk about One on Ones as an isolated exercise, we reap their benefits in a company only once it forms a culture.

The task of creating a healthy One on One culture rests on HR and can form an important pillar in the company’s culture at large.

Before we delve further into the needs and aids of a One on One, let’s take a look at a road map that will help you achieve the long term objective.

Start from the top: This is an HR exercises that could see immense value if implemented top downwards. Check in, monitor and review One on One discipline and quality with senior managers first.

Feedback: Collect formal and informal feedback on the efficacy of One on Ones and wherever possible share positive stories and experiences. This will help employees and managers see the value in One on Ones over time.

Sustained training: Include One on Ones in all manager training and development programmes. Suggest better questions to ask, use role play techniques and prepare them for tough questions that they may encounter in a One on One.

Conflict resolution and accountability: In the event of a performance issue or internal conflict, request One on One notes and their resultant follow-through actions. This will build accountability and commitment to One on Ones.

Skip Level One on Ones: A Skip Level One on Ones is a development conversation with a manager’s manager. These can be done less frequently (thrice a year at best).

While they constitute a fairly general agenda and may not be effective as One on Ones per se, they do work as an accountability tool for One on Ones between managers and direct reportees.

It is helpful to include a check in on these One on Ones, their frequency and efficacy as part of the agenda.

And lastly, include One on Ones in HR Performance reviews that help close the cycle on accountability from the HR perspective.

In all of the above, HR performs a crucial role in ensuring the One on One machinery is at its best in a company.

In the next section, we take you through the process that acts as a ready-reckoner for an HR manager to help conduct One on Ones, bolster managers and track results effectively.

The HR Guide to One on Ones

1. Frequency

Once a month is bare minimum and acceptable, but various HR experts we consulted recommend a weekly frequency.

“I believe the ideal frequency for a one on one is conducted on a weekly basis. This ensures that both the employee and their manager/colleague are aligned and driving towards the same goal,” explains Heidi Lynne Kurter, Leadership Coach & HR Culture Consultant at Heidi Lynne Consulting.

“I believe the ideal frequency for a one on one is weekly. This ensures that both the employee and their manager/colleague are aligned and driving towards the same goal” – Heidi Lynne Kurter

2. Duration

How long do you spend on a One on One? Is 30-minutes enough or would your employee find that restrictive?

Does it cover all the items on your agenda?

HR experts unanimously believe a 30-minute duration is adequate to produce results but it might be fruitful to actually set an hour aside, so they (managers) aren’t seen rushing through it.

If time is running out though, urge them to prioritise.

3. Agenda

To begin with, it is important to establish the difference between a One on One and a regular status update.

A One on One is a development-focussed conversation with an employee at its centre, their issues, career growth and so much more.

A status update may be one of the ways to break the ice, but cannot form the objective of the conversation.

HR Leaders like Kim Scott and Ben Horowitz among others recommend that it is an employee who should take ownership of a One on One and that includes setting the agenda.

And while at it, let’s talk about the agenda itself, one that is the right balance of being focussed and flexible. Divya Verma, Employee Engagement Strategy Expert (18 years with Gallup), Freelance Consultant, shares a structure that has worked for her over the years.

“The structure should include; a status update on work, recent successes, challenges or problems resolved, challenges or problems that need attention, planning for upcoming work and considering potential roadblocks, employee’s short term and long-term goals and development needs aligned to the same,” she says.

This, while allowing an employee enough space and time to bring up their own issues is what forms the crux of it.

A ready-to-use agenda

  • What should be your meeting agenda?
  • Review notes from the previous one on one and include pointers in this week’ agenda
    • The agenda should be decided in a way that it helps you take a deep dive into your employees’ perspectives. Some areas that will come in handy during the conversation are mentioned below:
    • Employees’ comments on his/ her performance
    • Employees’ comments on team collaboration
    • Employees’ career goals/ aspirations
    • Feedback on employees’ performance, collaboration, delivery etc.
    • Check if the employee needs any support to perform better.

4. The Conversation

If it was possible to put it down in a phrase, this is what we would say about a One on One- converse, but listen first.

Remind a manager that it’s the listening that holds more value in a One on One.

Encourage them to start with a little chit-chat, like a great sporting event that just passed or the weekend, family or anything else you may have in common.

It will put the employee at ease and set the tone for the rest of the meeting.

A status update is fine, but don’t make it long drawn, warns Ghandikota.

Similarly, insist on talking about issues without focusing your energies on assigning blame. Instead, find resolutions or a way forward.

Insist on talking about issues without focusing your energies on assigning blame

From here on, move to the agenda (or one created by the employee) addressing every topic on it.

Following an order of difficulty will give both of you enough prep time for the difficult questions/ feedback.

Get an update on action items from the last One on One and assign fresh actionable items for this one. Finally, end on a hopeful note.

You certainly want both people leaving a conversation feeling happier and driven, not morose and disappointed.

If this isn’t enough, you could give your managers the following ready-reckoner so they stay on the same page.

What One on Ones are and aren’t for?

While it is ok to review work, resolve problems, recognise achievements and effort, it is essential to talk about the future. Make your feedback specific and actionable, involve your team member in solving problems.

Be open to receiving feedback and turn it into actionable items.

Ask and discuss individual career aspirations and goals; what is the employee’s ambition for the year, the next 2 years and so on?

What are the learning needs or experiences that may support these goals? Break career goals into bite-sized targets and assign actions and timelines.

Questions your manager could ask

  • Start with an ice-breaker – Did you see yesterday’s match? etc.
  • How was your last week/ month at work?
  • What are the things that are working? What are the things that aren’t working?
  • What challenges are you facing? What can I do to help you ?
  • What are your short term and long term aspirations?
    • Action items for short term aspirations (internal(extra inputs)/ external factors (HR approval/ budget etc.)
    • Action items for long term aspirations
  • Are you interested in any work related certification?
  • How comfortable are you with your current team? Do you have any ideas to help the team improve, or work better? 
  • Is there anything that I can do to support your growth in the firm?

Ones to avoid

  • Never use one on ones as a status updates only
  • Avoid using direct yes/ no questions. E.g Do you like your role? Instead ask what do you like about it?
  • Don’t stretch beyond an hour. The ideal time is 30-45 mins. If you have too many items to discuss then prioritise
  • If you are having tough conversations with your employee, don’t leave it open. Always close it with a supportive statement. Remember to start and end the meeting on a positive note.

5. Notes

According to a Gallup survey, managers are accountable for 70 percent variance in Employee Engagement.

One on Ones with managers then can be a treasure of resources that are barely every mined enough.

How do you make the most of them?

Notes are one such way. Notes aren’t difficult, but could become much easier with some guidance. And this doesn’t mean a manager needs to spend time buried in a laptop/ notebook.

Note-taking guide

  • Areas could be under any of these categories:
    • Performance 
    • Potential (Growth and Learning Aspirations)
    • Behaviour (Collaboration and Personal)
  • Prioritise and club areas of concern according to importance and urgency. Depending on the criticality or urgency, plan of action either from manager’s end or employees’ end should be created

The next, crucial but controversial question is the sharing of these notes.

What do you share with your HR and what do you keep for reasons of confidentiality.

HR experts weigh in here and say that learning and development needs are best shared as are succession plans.

Heather Sullivan says she isn’t a fan of the idea and it takes away from what these meetings are about trust, first and foremost.

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6. Follow through

Picture a manager who gains an employee’s trust through a One on One, makes promises and fails to live up to them or worst slips up on keeping the employee updated. It’s a lot harder to build trust than break it. 

As such, following through is nearly as important as the conversation itself.

Assigned action items and notes only add to the accountability and as Ghandikota rightly says ‘minimise human error and ensure everybody is on the same page with what needs to be done’.

7. Tools

Like every other thing in this day and age, technological advancements can make the task of One on Ones easier and more effective for managers and HR managers too.

As such, a variety of tools are available that can help with note-taking, scheduling and more.

Nova from Peoplebox is a personalised AI coach for managers that acts as an enabler for great One on Ones.

Right from suggesting an employee name to recommending agenda items and points of discussion all the way to  actually scheduling the One on One, Nova has your back.

It also nudges managers to keep them on top of their One on One game. 

Now that we’ve addressed nearly every aspect of a One on One, the last, often controversial question remains.  Should OKR/KRAs be linked to One on Ones?

It may sound simple, to link One on Ones to a manager’s OKRs which not only mandates them but pushes them to keep at it with stipulated frequency. 

However, there is a reason why this isn’t common practice and can be counter productive in terms of their actual efficacy.

Ghandikota comes to our aid here and says, “The air gets sucked out of performance management and invariably the One on One becomes more about the manager than the employee”.

The decision in this case is what suits a company and its practices.

In either case, as HR managers, we continue on our journeys to enable and facilitate better One on Ones. 

It’s the little things that make better workplaces after all!

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Top Picks

How to Roll Out OKRs for First Time: 7 Steps Startegy

How to Roll out OKRs for the first time is a question common among organizations just introducing OKRs.

Imagine a scenario-

You are rolling out OKR for the first time.

One thing goes wrong and… Boom! 

Your employees are already hating the process- even before it took a pace. 

You certainly wouldn’t want that to happen in your organization. OKRs can surcharge and accelerate your organizational growth. But the key is to get this done right.

That’s why a well-planned rollout is significant for the success of an OKR system.

Click Here to download ready to use OKR templates for your organization

How to roll out OKRs for the first time

Introduce the new goal-setting approach strategically but not in a mechanical process. Every organization is unique and can face unique challenges while implementing OKRs

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How to roll out OKRs: Here are 7 Best Practices for a successful OKR rollout

1 Communicate the OKR Methodology to all the teams

Get everyone in the organization on board with OKRs. Present the concept clearly and precisely. Educate everyone on the OKR language.

While some people will embrace the changes with open arms, there are also going to be some skeptics into the bargain. You must let them express their concerns and provide answers to their “why, how, and what?” questions.

Explain to them the benefits of implementing the OKR framework. Highlight how it’s going to impact the business and the individual success of the employees. 

Organize workshops, training, discussions,  introductory presentations, and seminars to help your employees’ design quality OKRs. Transparently explain to them the strategic execution, alignment, expectations, and tools they will be required to use for the purpose.

To help everyone speak the same language, document your company OKR framework 

2 Inspire with success stories

List the names of reputed companies like Google, Netflix, Intel, LinkedIn, Twitter, etc. which have successfully implemented OKRs. Narrate their success stories to help them visualize how OKRs can cater to their individual success.

For example, OKRs helped LinkedIn become a 20 Billion Company. Jeff Weiner, CEO of LinkedIn, describes OKRs as, “something you want to accomplish over a specific period of time that leans toward a stretch goal rather than a stated plan.

It’s something where you want to create greater urgency, greater mindshare.”  

To read more OKR success stories, click here.

3 Decide on your approach and framework

You can either go for an organization-wide rollout Consider running an OKR Pilot first, depending on what fits you best.

If you have a culture that’s open to change and a flexible structure of functioning, an organization-wide rollout will work best for you. But it’s always best to take small steps. Start from one part and gradually move to others. 

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Crafting and implementing OKRs across the entire organization can seem overwhelming especially if you are a large organization. Instead, choose a particular part of the organization and run a pilot project. 

“If you concentrate on small, manageable steps you can cross unimaginable distances.” 

It’s also important to decide “how often?” will OKRs be reviewed. Will it be done quarterly or annually?

4 Go for the Top-down approach

A top-down approach to OKRs was the first pattern attempted. The top management has a significant role in setting the overall direction of the company. Starting from the top provides clarity for the rest of the organization. 

“People buy into the leader before they buy into the vision.”

For example, you can start with the senior leadership team. Make them an example to roll out OKRs to the departmental heads. From there you can move on to team leaders, and to the rest of your teams.

5 Get aligned

You can’t just sit with a blank sheet in front and magically start crafting the perfect OKRs. You need to understand the context. Make the company mission and vision your starting point and tailor your OKRs accordingly. 

Buy-ins are critical for OKR success. The success of OKRs depends on the collective effort of each team member. You can imagine it as a group dance performance where everyone needs to perform their parts well to make it a masterpiece. 

Thus you need to align the efforts of the workforce,  executive leaders, and company heads both horizontally and vertically. This will help you foster transparency, smooth cross-functional communication, and reduce overlap among departments.

6 Track and monitor progress

Tracking OKRs are important to evaluate and measure the progress and understand which teams are falling short. 

You can identify any issues and make course corrections as required by Monitoring progress.

Leverage technology to track OKRs. It will make the process transparent.

Using OKR software will also automate the calculations and save your time as you are no longer required to manually update the progress of each team member.  

Bonus tip: Remember to celebrate whenever you Hit the nail on the head through OKR win meetings and shoutouts to keep 

7 Do frequent check-ins

To stay on top of OKR progress, you need to do regular check-ins. Employees might feel overwhelmed with concerns and doubts, especially in the initial days. 

Regular check-ins will give your employees direction. And provide them the required assistance and guidance. Frequent Check-in meetings will also identify the overlappings, increase accountability and ensure execution.

Define your preferred frequency of Check-in meetings. You can do it weekly or monthly as per your organization’s needs. Although weekly check-ins are most recommended to keep track of the progress and evaluate continuously.

Have OKR Champions

Consider having OKR champion who starts implementing the OKR framework with a strong war cry. Build a team of champions who will work as ambassadors to head the change. And make the OKR framework run smoothing across the organization.

They work as mentors and internal OKR experts. And can help you adopt and execute OKRs at all levels of the organization. These OKR enthusiasts will make sure that every concern is addressed, every ‘whys and wherefores’ are explained.  

Also Read: Essential Guide for OKR Champions in 2022

What to avoid?

  • Too many objectives and key results: Less is more. Don’t set more than 5-7 Objectives and 3-5 key results.
  • Fill it, Forget it: Don’t set OKRs just to forget in a few days.
  • Mixing KPIs with OKRs: KPIs aren’t a substitution for OKRs. They have separate roles and outcomes.
  • Rigidity: Rigid adherence to rules can lead to disengagement. Instead, move forward with a flexible and intuitive OKR approach 
  • Link OKRs with Recognition: Don’t make the mistake of making OKRs a base for your reward and recognition program. It can negatively affect performance. And compromises the business output.

The start is never perfect

You might struggle when you are just starting. But after a few OKR cycles, you are sure to hit your stride.

To end, OKR’s success depends on consistency. So, remember to continuously reflect, learn, and refine the process.

Hope we were able to answer all your queries in our blog How to roll out OKRs for the first time? If you have questions feel free to comment below.

Pooja Pooja
Types of OKRs: Aspirational OKRs vs Committed OKRs

Every organization wants to grow, but how do you set goals that are both achievable and visionary? The answer lies in the types of OKRs: committed and aspirational. 

Whether it’s near-term performance or long-term innovation for your business, you’ll know just how to leverage the power of committed and aspirational OKRs effectively to unlock new levels of success for your business.

Committed OKRs are about clear, attainable targets that teams can confidently deliver within a set timeframe. This type of OKR delivers accountability and is important for day-to-day business success. 

Aspirational OKRs, on the other hand; push teams to be bigger and challenge themselves. The moonshots: ambitious OKRs are meant to stretch an organization from its comfort zone, kindling innovation and long-term growth.

In the rest of this blog, we will take the difference between these two types of OKR apart and see how to balance them in such a way that they enable performance as well as inspiration. 

What are Aspirational OKRs and Other Types of OKRs?

A committed OKR is a stretch goal that the team has to achieve or complete before the cycle is over. A committed goal pushes the team to reach, but still achievable attainment. All metrics of the Key Results must be completed fully and on time. Consider a situation like this:

Daniel’s organization and his teams have agreed to execute certain OKRs and have mapped a precise action plan on how they are going to do so.

These are called Committed OKRs.

An aspirational OKR sets the bar for success further out, and by design will exceed a team’s ability to execute in a given quarter. When they set such a high bar as to be seemingly impossible they are called 10x goals, or “moonshots.” While most aspirational OKRs are never fully achieved, they exist to push a team to think bigger than a committed OKR. Consider the following case:

Martha’s organization is more visionary. They have stretched goals. And her teams are not likely to fully achieve these ambitious goals.

These are called Aspirational OKRs.

Understanding the distinction between aspirational and committed goals is crucial for effective goal-setting and team motivation within the OKR framework. Aspirational goals encourage ambitious thinking and long-term vision, while committed goals focus on immediate, measurable outcomes.

Learning OKR focuses on the acquisition of knowledge, new skills, or insights rather than a direct achievement of business outputs. Extremely helpful when entering new areas or uncertainties and requires experimenting, learning, and developing new skills, Learning OKRs distinguish between usual output measuring of success and measuring acquisition of knowledge, that will later add value for future objectives. For example:

Jerry wants to gain a deep understanding of machine learning to drive full product development. He wants to finish three advanced courses and test his skills by building a model in sandbox.

These are called Learning OKRs.

Aspirational OKRs and Committed OKRs: Key differences

When you aim for the stars, you may come up short, but still reach the moon.

Larry Page 

Read on to find out the key difference between Committed OKRs and Aspirational OKRs. 

Objective 

Aspirational OKRs are meant to push the boundaries and encourage employees to achieve visionary objectives. Committed OKRs, on the other hand, focus on committed objectives that offer a more realistic vision of goals with fully achievable results.

Aim 

Committed OKRs help companies achieve their goals through individual and team achievements. Aspirational OKRs are often beyond the current capacities of the organization but help in pushing boundaries.

Timeframe 

Aspirational OKRs are usually created to focus on long-term strategic vision while Committed OKRs offer short-term operational priorities to guarantee progress in the short term. 

Success rate 

Committed OKRs are supposed to have a 100% success rate as each key result comprises fully achievable targets. Aspirational OKRs are usually found to have a success rate of 60-70%.

Committed and Aspirational OKR examples

The difference between committed and aspirational OKRs is subtle. Committed objectives are meant to be fully achievable, requiring teams to concentrate on straightforward priorities without taking unnecessary risks, ultimately serving as motivational tools to foster small wins and consistent progress.

A standard example in the sales team scenario might be like:

Committed OKR

  • O: Expand to the US market
  • KR1: Close first 6 start-ups
  • KR2: Get a meeting-to-close rate of 6%
  • KR3: Reach average deal size of $200

Aspirational OKR

  • O: Capture the entire US market in one quarter
  • KR1: Get onboard 95% of big customers in the US market to grow over competitors
  • KR2: Get a meeting-to-close rate of 30%
  • KR3: Reach average deal size of $2000

In the managerial team, these OKRs can manifest like such:

Committed OKR

  • O: Improve customer satisfaction with the existing solutions
  • KR1: Increase customer satisfaction score (CSAT) from 85% to 90% by the end of the quarter.
  • KR2: Reduce average response time from 15 minutes to 10 minutes within the next three months.
  • KR3: Train 100% of the support team on the new customer service tools within six weeks.

Aspirational OKR

  • O: Become the market leader in AI-powered customer service solutions.
  • KR1: Achieve a 30% market share in the AI customer service industry by the end of next year.
  • KR2: Launch three groundbreaking AI features that no competitor currently offers within 18 months.
  • KR3: Secure a partnership with at least two top-tier companies by the end of next year.

In a tech context, OKRs like these can come up:

Committed OKR

  • O: Improve the performance of the app and reliability
  • KR1: Reduce app crash rate from 2.5% to under 1% within the next quarter.
  • KR2: Decrease page load times by 30% in six months.
  • KR3: Fix 100% of the top ten reported bugs within the next two sprints.

Aspirational OKR

  • O: Revolutionize the user experience of our mobile app.
  • KR1: Increase daily active users (DAU) by 100% within 12 months.
  • KR2: Develop and launch a fully AI-driven recommendation system that personalizes the user experience by the end of the year.
  • KR3: Achieve a 4.8+ rating across app stores by introducing five innovative features within the next 18 months.

How to decide between Committed OKRs and Aspirational OKRs?

Committed OKRs will work best if your organization is newly introduced to the framework or is still in the rolling-out phase.

With each goal achieved, your team’s motivation and engagement will rise higher. In addition, teams easily get into the habit of running Committed OKRs and make it part of their work culture.

But if you have already used the framework in the past, aspirational OKRs can do wonders for you.

Creating a result-driven work culture takes time. It demands discipline, continuous effort, and a mindset shift of employees and management. So you should start simple and focus on learning the methodology first. And set up the necessary processes to make it work.

Setting aspirational OKRs in the very beginning would make your teams feel overwhelmed and over-pressurized. Extremely ambitious Key Results soon become too much to handle. Learning a new methodology takes time. Once your teams are used to the framework and it becomes a part of their work-life, you can consider aspirational OKRs.

With the later process, you can have objectives and a combination of committed and aspirational key results. While some key results will be easier to achieve, others will aim higher. Understanding the distinction between aspirational and committed goals is crucial for better goal-setting and team motivation.

Choosing the Right Type of OKRs

Choosing the right type of OKRs depends on the organization’s goals, culture, and priorities. Committed OKRs are suitable for organizations that need to achieve specific, measurable outcomes within a set timeframe. They are ideal for teams that require a clear direction and a sense of accountability. Aspirational OKRs, on the other hand, are suitable for organizations that want to drive innovation, creativity, and excellence. They are ideal for teams that want to push the boundaries and strive for something bigger.

When choosing between Committed and Aspirational OKRs, consider the following factors:

  • What are the organization’s goals and priorities?
  • What type of culture do we want to foster?
  • What kind of outcomes do we want to achieve?
  • What level of risk are we willing to take?

By considering these factors, organizations can choose the right type of OKRs that align with their goals, culture, and priorities. Whether you opt for committed or aspirational OKRs, the key is to ensure that they are aligned with your company aims and internal communication processes, fostering a balanced approach to achieving both immediate and long-term objectives.

How to balance Committed and Aspirational OKRs?

There is no one-size-fits-all answer, but where OKRs are aligned with company strategy, teams are well educated, open communication exists, and performance is reviewed regularly, it will help keep the balance between aspirational and committed OKRs intact.

However, the first step in finding equilibrium between the two forms of OKRs is that there has to be a knowledge of the difference. It needs to be apparent from the outset that everyone involved makes it clear the distinction between the two OKRs.

Teams and employees may have suitable insights that will assist in determining what is realistically achievable (committed) and what is a stretch but possible (aspirational). This can help determine what the balance ratio for the OKRs is going to be.

A very critical element to succeed with OKRs is reviewing and tracking the progress. With weekly check-ins, teams can go through their OKRs regularly and update the same performance data. It becomes easy to track how they have progressed on the outcome of the OKR in the OKR review process.

The grading of OKRs is very clear on the distinction between committed and aspirational goals. Committed OKRs are things to be accomplished within the cycle, and grading is binary: pass or fail. That is, an OKR is said to be successful if 100% of it is accomplished; otherwise, it is regarded as a failure. Aspirational OKRs, on the other hand, are graded along a more nuanced scale.

Common mistakes to avoid while setting up Aspirational OKRs

Here are 6 common mistakes organizations commit while setting up aspirational OKRs-

1️⃣Ignoring organizational structure and needs

A common mistake most organizations commit while writing aspirational OKRs is to write something like, “What can be done more if we have extra resources and luck favors us ?” Instead, you can pretend to be a genie and strive to understand “What our customer needs at present moment?” 

2️⃣Unrealistic aspirational OKRs

Aspirational OKRs don’t imply setting unrealistic goals. It should be achievable, with the understanding that your teams won’t have any clue about how to achieve these OKRs. Aspirational OKRs demand overuse of resources. They are fluid and flexible. But still helps your teams focus on well-defined goals.

3️⃣Writing a low-value objective (LVO)

Moving forward with a “Who cares?” attitude is a common pitfall among organizations.  Low-value objectives go unnoticed even after the successful completion of the key results. 

4️⃣OKRs should be framed to gain tangible benefit

OKRs are a tool for organizations to work for big goals in the long run by breaking them into small chunks that can be achieved within a shorter cycle.

5️⃣A committed OKR must deliver a 1.0

It makes the framework stiff and doesn’t leave scope for improvement.

6️⃣Too many OKRs

How many aspirational OKRs you should set for one cycle will depend on your company’s resources. But never aim for too many Objectives and key results. As it can easily divert your focus altogether.

Best Practices for Implementing OKRs

Implementing OKRs requires a structured approach to ensure success. Here are some best practices to consider:

  1. Align OKRs with company goals: Ensure that OKRs align with the organization’s overall goals and priorities.
  2. Make OKRs specific and measurable: Ensure that OKRs are specific, measurable, achievable, relevant, and time-bound (SMART).
  3. Set ambitious yet achievable goals: Set goals that are challenging yet achievable, and provide a clear direction for the team.
  4. Establish clear key results: Establish clear key results that indicate progress towards achieving the objective.
  5. Track progress regularly: Track progress regularly and provide feedback to teams and individuals.
  6. Foster a culture of transparency and accountability: Foster a culture of transparency and accountability, where teams and individuals are held accountable for their progress.
  7. Provide training and support: Provide training and support to teams and individuals to ensure they understand the OKR framework and how to use it effectively.
  8. Review and adjust OKRs regularly: Review and adjust OKRs regularly to ensure they remain relevant and aligned with the organization’s goals.

By following these best practices, organizations can implement OKRs effectively and achieve their goals. Regularly reviewing and adjusting OKRs ensures that they stay aligned with the evolving needs of the organization, helping teams to maintain focus and drive continuous improvement.

Conclusion

Now that you know the difference between committed and aspirational OKRs and how they can impact your organization’s success, it’s the decision time. Choose the one that will best suit your purpose.

And don’t forget it’s a trial and error method. Have regular OKR check-ins and reviews. Collect feedback during and after each cycle. And use your learnings to avoid further mistakes in the next OKR cycle.

Pooja Pooja
Quarterly OKRs: 5 Tips for Successful Wrap-Up

Imagine a scene! the quarter is about to end and it’s time to review and wrap up quarterly OKRs.

The clock’s ticking. Everyone is in a rush. And you are busy evaluating which goals are yet to be achieved. And what has already been done. It’s also time to think about your priorities for the next quarter. 

There are so many checklists and questions going in your head.

Have my teams found ways of closing out quarterly OKRs? Will my teams beat the clock and tick all the boxes? Have they reflected on their OKR progress? How will I deal with this end-of-quarter OKRs rush? 

Feeling overwhelmed!!

Here is a step by step guide to help you prepare best to wrap up your quarterly OKRs

Click here to read champions guide for tracking OKRs

How to wrap-up quarterly OKRs?

Before you start to review and wrap up quarterly OKRs- remember that wrapping up quarterly OKRs is teamwork. And to see the best results every team irrespective of their department have to come together.

Here’s the ultimate quarterly OKRs review and wrap-up checklist for you:

Track and gather the metrics

Track your team’s OKR  progress and gather the key results scores. You can score your OKRs on a scale of 1 to 10 on the basis of how far the objectives have been achieved.

This will help you evaluate your progress in a truly data-driven manner. 

Click Here to download a 15 minutes read handbook on OKRs

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If the scores are low this might suggest that your OKRs were unrealistic. On the other hand, if the score is too high it may suggest that your OKRs were not ambitious enough.

Whatever learning you made from this process. It will help you to form the basis for designing your next set of quarterly OKRs.

Make sure everyone is up to date

It is important to ensure that your teams have clarity about their OKR status. At the same time, they have visibility into what other teams have been doing. It can be achieved through regular check-ins with your teams. Check this ebook on OKR handbook.

This step will help you check if your teams are aligned or not. When everyone in your team is on the same page taking decisions based on priorities becomes easy. As you have the data in hand to rely on instead of guessing.

Organize OKR check-ins

The importance of check-ins for OKR success cannot be emphasized enough. OKR check-ins provide you an opportunity to have 1 on 1 discussion in all OKR matters. 

With OKR check-ins you can discuss with your leaders and team members about – what went well, what didn’t work for them, what needs to be dealt with immediately, what problems they are facing etc. at an individual as well as team level.

OKR check-ins will help you understand what’s holding teams back. You will further get the chance to push priorities that might have shifted midway. 

Dig into opportunities

Organize Quarterly OKRs review meetings to dig into opportunities. During these meetings, go through each key result with your teams. Find out what went well and what needs to be done better. 

Let the OKR leaders from each team present their learnings and achievements before everyone. Here teams can give a small presentation highlighting the most important lessons with context. 

So that other teams can benefit from their learnings and experiences. And use them in designing their OKRs for the next quarter.

If you are a large-scale company working with multiple departments. The OKR review meetings can be held at the departmental level. 

Plan the future

Now that you have gathered the data and matrix you need through OKR check-ins and OKR review meetings. It’s high time to plan for the next quarter.

OKRs have the power to build the future of your organization. But OKR failures can cost you a fortune. 

Hence it’s important to find out the core reasons behind your OKR success or failure for the present quarter. And use it as context while designing OKRs for the next quarter.

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Do you need to plan new OKRs every quarter?

“Should OKRs change every quarter?” is a question often left unanswered. 

Even after an OKR is achieved, you can roll it forward for the next quarter if necessary.

For example, if your OKR was to increase customer satisfaction by 20% in the present quarter. This could be relevant even for the next few quarters. 

In case, of missed OKRs,  you need to take a call. And decide whether you want to carry it forward or set new OKRs based on the data gathered.

When should you review and wrap up Quarterly OKRs

You should preferably wrap up the quarterly OKRs at least a week prior to the beginning of the next quarter. 

But the preparation and discussions for the next quarter should be initiated almost a month before the new quarter begins. This is because designing OKRs takes dedication, time, and effort. 

Bonus Tips:

  1. Maintain Transparency from day one. Keep data transparent so that everyone knows how it’s going. 
  1. Create a culture of critical feedback. Be honest when it comes to feedback.  At the same time be open to getting feedback from your teams as well. 
  1. Celebrate wins– even the smallest ones. Recognize your teams for their achievements more often.
  1. Over-communicate. Communication is the key when it comes to wrapping up quarterly OKRs. 

Take a moment

Wrapping up end-of-quarter OKRs will allow you to pause and take a moment to think. It provides you time to reflect on your wins, failures, and setbacks. It’s a stitch in time to make sure that your OKR framework is a success.

Follow the steps given to close out quarterly OKRs and make the most out of the process.

Pooja Pooja