OKR Management with AnyDB
Overview
This guide shows how to use AnyDB to manage Objectives and Key Results (OKRs) for teams and individuals. You’ll learn how to create OKRs, assign ownership, track progress, and link them to related projects or initiatives—all in a structured and collaborative environment.
Business Problem
Most teams manage OKRs in slides, spreadsheets, or scattered documents—making it hard to maintain alignment, measure progress, or connect goals to actual work. Updates are inconsistent, visibility is limited, and OKRs often go stale.
Solution Summary
With AnyDB, you can:
- Define company, team, and individual-level OKRs
- Link OKRs to related projects, owners, and timelines
- Track progress on each key result
- Build dashboards to view alignment and performance
- Assign and review updates on a regular cadence
Step-by-Step Instructions
1. Create an OKR record
- Go to database and click on + sign
- Set a OKR name such as OKR Overall Company and click on Add button
- Click + New Item
- Search for OKR Objective and click on it
- Create a clear, inspiring Objective (e.g., “Increase R&D investment in renewable technologies from $5M to $10M by Q4”).
- Add a description, time period (e.g., Q2 2025), and assign a team or an owner. As shown in the video:
2. Add Key Results
- Use sub-items to create multiple measurable Key Results under each Objective
- Define the metric, target value, and starting point. Here is how:
- Objectives are the "what"
- Key Results are the "how". you can link Key Results to the Objective.
You can also:
- Assign a person or team
3. Track and Update
- Set up a follow-up date.
- Use the chatbox to explain blockers or momentum.
4. Review and Reflect
- Filter Key Results items and set up the 3 priorities related to the objective
- Conduct regular OKR reviews
- Follow-up progress in real time
Data Model & Structure
| Field | Description |
|---|---|
| Objective Name | Strategic goal to be achieved |
| Description | Supporting context or narrative |
| Time Period | Quarter or timeframe (e.g., Q1 2025) |
| Owner / Team | Who owns this OKR |
| Key Result Name | Specific measurable outcome |
| Target & Actual | Numeric or descriptive metrics for each key result |
| Progress (%) | Current completion percentage |
| Status | Open / Close |
| Linked items | Reference to related projects or documents |
Reporting & Views
Use filters and saved views to track:
- OKRs by team, owner, or time period
- Open vs. Closed OKRs at quarter end
Build dashboards to monitor:
- Company-wide alignment and focus areas
- Departmental or team-level progress
- OKRs by quarter or year
- Progress toward strategic themes
Sharing & Collaboration
- Assign OKRs to individuals or teams
- Track progress collaboratively with comment threads
- Use status indicators
- Link updates to weekly reports or team check-ins
- Share views with leadership for transparency
Tips & Best Practices
- Keep Objectives qualitative and inspiring
- Make Key Results measurable and specific
- Update progress regularly, not just at the end
- Link OKRs to projects to show execution alignment
Pro Tip: Create OKR templates by quarter to help teams start with the right structure every time.
Who This is For
- Leadership Teams – for company-wide alignment on strategic priorities
- People Managers – for team-level goal setting and accountability
- Individual Contributors – to connect daily work to higher-level impact
- Chiefs of Staff / Ops – to monitor progress and remove blockers
- HR / People Ops – to support performance and feedback cycles
Why Use AnyDB for OKRs
| Benefit | How AnyDB Supports It |
|---|---|
| Flexible Goal Setting | Define objectives at any level—company, team, or role |
| Linked Execution | Tie OKRs to actual projects, tasks, and documents |
| Transparent Progress | Live status, confidence levels, and update history |
| Custom Views | Dashboards and filters by team, time, or status |
| Review-Ready | Use in weekly or quarterly review cycles |
| Repeatable Structure | Create quarterly OKR templates and reuse across teams |
AnyDB gives you a living, breathing OKR system—helping teams stay focused, aligned, and accountable to the goals that matter most.