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    OKR Buyer’s Guide

    We at GroSum are firm believers that “Process is King“.

    Without a well defined and practically trialled process, a software tool cannot be expected to meet your needs.

    After all, bad processes lead to bad software outcomes and vice versa, good processes lead to good outcomes.

    So, our first step in helping you evaluate your needs is to check your readiness.

    Are you process ready? Must Haves
    Have you defined OKRs for everyone in the company?
    Are OKRs aligned bottoms up?
    Are all key results measurable?
    Do you follow a process of tracking OKRs?
    Do Managers and employees engage periodically on OKR progress check-ins?

    If you have answered “NO” to more than 1 question above, then chances are you still are not ready for an OKR tool.You should not go forward on this Buyer’s guide.

    Specially, with regards to OKR, many times we find prospects approaching us as the Chairman or CEO has attended some workshop, watched a video or read a book on how OKR is transformational and how leading companies like Google and Intel have become so successful, and have then decided to just implement the same in their companies.

    That’s a fair start but unless you have practically tried out OKRs in some manual format and checked its efficacy, please do not decide to purchase a software.

    On the other hand, if you have answered YES to more than 80% of the questions, then we are happy to take this forward. The next step is to help you with setting expectations from OKR tools and the minimum criteria that should be met.

    What you need from OKR tools?

    Key Features Must Haves
    Create OKRs with weightages and targets
    Define rules for calculating OKR progress, based on achievement and targets
    Link objectives to Manager's and track linked progress
    OKR templates that can automatically be assigned based on roles
    View everyone's OKRs and linked objectives
    Modify OKRs based on changing priorities
    Get feedback from colleagues, specific to OKRs
    Schedule periodic Check-ins between employee and managers
    Other Hygiene Factors Must Haves
    Audit Trail to capture any changes to OKRs and progress
    Reports on OKR progress, check-in completion & overall assessment
    EMail Notifications and reminders
    Analytics dashboards with timeline tracking
    Flexible configurations to cater to evolving workflows
    Easy Setup & Low User Training needed
    Openness to customizations or feature enhancements

    If any tool meets more than 80% of these needs, then you have got a potential match.

    Without getting swayed by website claims, sales talk or marketing videos, you must evaluate based on a live demonstration or a free trial to see how these features are in play.

    Here is a short guide on Best Practices for Free Trial that you can also refer to, to check you have all your grounds covered.

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