An easy OKR tool for Individuals, Teams & Companies

Keep high level goals on track, manage the Objectives, Key Results and Initiatives which drive your strategy

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Illustration of how Initiative.ly ties goals, to measures, to Initiatives for each Quarter
OKR stands for 'Objectives' and 'Key Results' and is a framework for setting and acheiving goals.

The short story is - each quarter you as a person, team or company articulate 3-5 qualitative, ambitious 'Objectives' and for each 'Objective' you should define 3-5 'Key Results'which are indicators of progress towards your 'Objective' - simple!

Initiative.ly is a framework which adds on to the OKR framework with 'Initiatives' - 'Initiatives' link to 'Key Results' and are representative of the "work" you do on a day to day basis to drive your 'Key Results' and 'Objectives'

Screenshot showing what we're doing, why - key dates, detailed progress & status updates
Create as many Objectives as you need.

You can group your objectives as well (not pictured here) by team (e.g. core, sales, finance etc), area of focus (e.g. revenue growth, customer satisfaction etc) or business function (e.g. sales, manufacturing, deliveries etc)

Strictly speaking Objectives should be measurable - with initiative.ly you can create a qualitative Objective e.g. 'Hire a sales team' or 'Launch in London'

Screenshot showing what we're doing, why - key dates, detailed progress & status updates
Link Key Results to Objectives

Key Results are the indicators of success or progress towards your objective. If your key results are moving forward your Objective should be too. Again, these should be measurable - you can make a qualitiative Key Result if the situation calls for it.

Screenshot showing what we're doing, why - key dates, detailed progress & status updates
Link Initiatives with Key Results

Initiatives are where the rubber meets the road. These are the streams of work, projects, programs that you work on day-to-day. Initiatives can run for weeks, months, quarters and longer. You can extend your initiative quarter after quarter as often as you require.

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Manage personal OKRs

In addition to making it easy to manage the 3-5 Objectives or Goals important to you in each quarter - Initiative.ly helps draw a line between execution & your Objectives. E.G:

  • Objective:
    Increase recurring revenue
    • Key Result:
      Increase MRR to 250k
      • Initiative:
        Convert 1000 mid-tier users to pro package
      • Initiative:
        Convert 1000 free users to mid-tier subscribers
Create the Goals or Objectives important to you in each quarter, nest key results or measures underneath with initiatives assigned to those.

Manage OKRs by high level areas of focus

Manage each team's OKRs independently of each other or define high level areas of focus for your overall product & place each team's objectives under the relevant categories.

  • Area of Focus:
    Customer Satisfaction
    • Objective:
      Increase recurring revenue
      • Key Result:
        Increase MRR to 250k
        • Initiative:
          Convert 1000 mid-tier users to pro package
        • Initiative:
          Convert 1000 free users to mid-tier subscribers
High level areas of focus are defined with all team goals assigned to each

Manage OKRs by team

In addition to making it easy to manage the 3-5 Objectives or Goals important to you in each quarter - Initiative.ly helps draw a line between execution & your Objectives. E.G:

  • Team:
    Growth
    • Objective:
      Increase recurring revenue
      • Key Result:
        Increase MRR to 250k
        • Initiative:
          Convert 1000 mid-tier users to pro package
        • Initiative:
          Convert 1000 free users to mid-tier subscribers
Create the Goals or Objectives important to you in each quarter, nest key results or measures underneath with initiatives assigned to those.
Getting started is easy
Screenshot showing what we're doing, why - key dates, detailed progress & status updates
From Left to Right. See the overview of Key Results assigned an Objective. Key Dates for initiatives (middle) and updates for a Key Result over a quarter.
How initiative.ly can help you

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