Zymmr OKRs

Overview

The OKR (Objectives and Key Results) feature in Zymmr provides a structured framework for setting, communicating, and tracking ambitious goals. It allows you to connect high-level ambitions (Objectives) with specific outcomes (Key Results), and further link these results to the actual Work Items that drive their progress. This ensures everyone is aligned, with a clear path from daily work to strategic achievements.

1. Understanding the OKR Hierarchy

The Zymmr OKR module is built on a clear three-level hierarchy:

• Objectives: The high-level, ambitious goals you want to achieve. They answer the question, "What do we want to do?"

  • Example: "Host a Successful Educational Webinar."

• Key Results (KRs): The specific, measurable outcomes that track the achievement of an Objective. They answer the question, "How will we know we've achieved it?" Each Key Result has a Weight that contributes to the Objective's overall progress.

  • Example KR: "Achieve 200+ live attendees."

• Work Items: The actionable tasks, stories, or bugs from your projects that directly contribute to a Key Result. They answer the question, "What specific tasks will we complete to achieve this KR?"

  • Example Work Items: "Design webinar landing page," "Promote on social media."

An Objective's progress is driven by its Key Results, and a Key Result's progress is driven by its linked Work Items.

2. The Main OKR Dashboard

This screen is your central hub for viewing all OKRs and their underlying work, providing a clear overview of progress at every level.

Key Features of the Dashboard

• Hierarchical View: Top-level rows are Objectives. Expand an Objective (▶) to see its Key Results. Expand a Key Result (▶) to see the Work Items linked to it.
• Progress Indicators: Progress bars at the Objective and Key Result levels show aggregated and individual completion percentages, respectively.

Objective Columns

Column	Description
TITLE	The name of the Objective.
PROGRESS	The overall completion percentage, calculated from its KRs.
STATUS	The current status (e.g., In Progress).
ASSIGNED TO	The owner responsible for the Objective.
ACTIONS	+ (Add Key Result), Edit (pencil), Delete (trash can).

Key Result Columns (Visible when Objective is expanded)

Column	Description
TITLE	A description of the measurable outcome.
WEIGHT	The importance of this KR to the overall Objective's progress.
PROGRESS	The individual completion percentage for this KR.
ASSIGNEE	The person responsible for the KR.
ACTIONS	+ (Add Work Item), Edit (pencil), Delete (trash can).

Work Item Columns (Visible when Key Result is expanded)

Column	Description
KEY	The unique identifier of the linked Work Item (e.g., PH2-1127).
PROJECT	The project the Work Item belongs to.
STATUS	The current status of the Work Item (e.g., Completed).
PRIMARY/SECONDARY ASSIGNEE	The person(s) responsible for the Work Item.
ACTIONS	Delete (trash can) to unlink the Work Item from this KR.

3. How to Create a New Objective

1. From the main OKR dashboard, click the + Create New Objective button.
2. In the "New Objective" modal, fill in the details: Title *, Description, Assignee, and Start/End Date.
3. Click the Add button to save. Your new Objective will now appear on the dashboard.

4. How to Add and Manage Key Results

Adding a New Key Result

1. Find the Objective you want to work on in the list.
2. In that Objective's row, click the + (Add Key Result) icon.
3. The "New Key Result" modal will appear. Fill in the details:
   • Title *: A specific, measurable title (e.g., "Increase customer retention by 15%").
   • Description: Optional context about the KR.
   • Assignee: The user responsible for this KR.
   • Weight *: A numerical value representing this KR's contribution to the Objective's progress.
4. Click Save. The new Key Result will now appear nested under its parent Objective.

5. How to Link Work Items to Key Results

This is where your strategy meets daily execution.

1. Locate the Key Result you wish to associate work with.
2. In that Key Result's row, click the + (Add Work Item) icon.
3. The "Add Work Items" modal will appear.
4. Use the Work Items dropdown menu to search for and select one or more existing work items from your projects.
5. Click Save. The selected Work Items will now appear nested under the Key Result.

Managing Linked Work Items

• Updating Progress: The status and progress of linked Work Items directly contribute to the progress of the parent Key Result.
• Unlinking Work Items: To remove a Work Item's association from a Key Result, click the Delete (trash can) icon next to the Work Item in the expanded view.

Unlinking vs. Deleting

Unlinking a Work Item from a Key Result does not delete the Work Item itself. The task still exists in its original project; it is simply no longer contributing to this OKR.