OKR Tool Documentation Guide
Tool Overview
- Platform Details: Lattice OKRs (Enterprise Plan, v4.2, updated November 2025), access via SSO with Google Workspace, mobile app available
- Key Features: Goal creation/tracking, progress updates, alignment visualization, performance analytics, check-in reminders, integrates with Slack, Google Calendar, Jira, Salesforce
Implementation Process
- Setup Steps: HR adds user to team hierarchy, department admin assigns permissions, use SMART framework for goal input, limit to 3-5 objectives per person/team, link individual OKRs to team goals with visual alignment map
- Best Practices: Start objectives with action verbs, ensure key results have specific numbers/percentages, aim for 70% achievable, weekly self-check-ins required, bi-weekly team reviews
OKR Structure Guidelines
Objectives: Qualitative, inspirational, time-bound (quarterly). Key Results: Quantitative, specific metrics, 2-4 per objective. Scoring: 0.7+ considered successful, 1.0 may indicate under-ambitious goals.
Support Resources
15-minute setup video in learning portal, Tuesdays 2-3pm office hours with People Ops, pre-built templates by department, quarterly process timeline with company OKRs announced week 1.
