Creating and Customizing OKR Cycle Templates

Once you've defined your main goals and organized them into layers, it's time to set the clock! 

Choose your perfect cycle rhythm! Craft the respective Cycle Templates with predefined timeframes (e.g. quarterly, half-yearly, etc.). Each cycle will guide you through essential phases - plan, work, reflect - so you can celebrate milestones along the way!

Planning: This is the launchpad of your cycle, where you map out your course. It can involve defining objectives, assigning roles and responsibilities, and identifying key results.

Working: This phase is where you put your plan into action. It involves: executing tasks and initiatives and tracking progress.

Reflecting: This is the pit stop of your cycle, where you take stock of your journey and learn from experiences. It involves: evaluating outcomes and identifying successes and learning points.

Click any template for detailed settings. Need tweaks? Click edit!

Creating and Customizing Cycle Templates 

1. Navigate to Perform → OKRs → Settings → Cycle Templates.
2. Click on the + Add button.
3. Enter a descriptive name that indicates the period (e.g., monthly, annual).
4. Set the duration value.
5. Click Cancel to discard the changes or Save to proceed with the phases' configurations.

Phases

Click the Add Phase button and fill in the Title and Details sections for Planning and Reflecting phases. 

Title

1. Enter a clear title for each phase, except for Working
2. Add a short description of your task

Details

• Phase Duration - Define how long this phase will last
• You need to specify the Planning and Reflecting phases' durations, the duration of the working phase will be automatically calculated based on the total cycle duration and the specified durations for the Planning and Reflecting phases.
• Team - Select who gets notified about this phase (choose an employee group)
• Notification on Phase Start - Turn on the toggle to send a notification when this phase begins
• Use Template - Pick the template to use for this phase's notifications
• Reminders on Check-In - Activate check-in reminders for the Working phase. Toggle this on and choose their frequency (weekly, monthly, etc.)
• Reminder before Phase End - Choose how many days before the phase ends to send a reminder
• Use Template - Pick the template to use for this phase's notifications

Important! Your cycle duration should always be longer than the combined time for Planning, Working and Reflecting phases.  And don't forget to leave at least one day for reflection - it's your chance to learn and grow!

Tip: Click on a template name to modify its name and duration (use the edit ✎button). Use the Copy 📋 button to duplicate existing templates for customization.