🔗 (Link to post)

<aside> 📌 "When it comes to defining what we should be focusing on as a company, our most effective project to date has been implementing an OKRs process, adapted to our full remote reality - which accommodates different time zones by including asynchronous steps, and gives space to creativity by inviting team members to share their ideas and opinions regarding tasks that they might not be directly involved with. At Bearer, each OKRs cycle lasts about 40 days, which we consider ideal for the stage we are in - it gives us enough time to focus, deliver and reflect on results, without ignoring the fact that our startup nature requires, among other things, a flexible mindset."


We figured it might be helpful if you could see the files we use during our OKRs process, so here are some templates that you could adapt according to your team's objectives and needs:

Step 1: Defining the Objective & Key Results

We start by defining the Objectives and Key Results, and commenting on a Notion page asynchronously (which was previously done in a Google Sheets file) until we reach an agreement and have answers to all the questions that were made.

Here's a template that includes the Objectives and Key Results - it is actually close to what the final page looks like, though at Bearer we normally have more Key Results and Initiatives! The following steps detail how we decide on the Initiatives for the cycle.

Q4 2021 (Example)

Step 2: Brainstorming

The team shares their ideas asynchronously on a Google Docs file that looks like this:

🔗 OKR Initiatives Q4 - Marketing & Sales (Example)

Step 3: Discussion and agreement

The team holds two separate meetings, one for Product & Engineering, and one for Marketing & Sales, and discuss the initiative ideas that were added to each group's respective file. We follow a process that is detailed in our Miro board template:

🔗 Bearer's OKR Miro board (Example)

Step 4: