Running goal meetings with Tability

After completing check-ins, use the data in Tability to run efficient meetings about your OKRs

Tability is more than just the place to input data about your OKRs. We’ve also built a suite of features to help you have more effective meetings and share your progress with external stakeholders.

What OKR meetings should we have?

There are three types of OKR meetings (for quarterly OKRs) that we’ll break down by cadence:

• Weekly (30 minutes)

  • This is your tactical meeting. Everyone leading or contributing to a KR should be included in this meeting.

  • Use this meeting to talk about the goals and ask questions of the KR owner. Everyone should have read the most recent check-ins prior to the meeting.

  • If pressed on time, focus only on the rules that are at risk or off track to strategize on how to move forward.

• Monthly (45 minutes to 1 hour)

  • This is the strategic meeting. Everyone leading or contributing to a KR should be included in this meeting.

  • Use this meeting to check-in on your objectives overall. Discuss the KR progress and make sure that nothing has changed in your strategy for the quarter. Feel able to make changes to goals or to close goals early if they no longer fit in with your strategies (for instance, if your mobile app is no longer a company focus, but a team has a KR around increasing membership, this would be a good time to stop working on that goal and close it out.)

  • Document this meeting (using Retrospectives if you’re on a Premium plan) and include what you and your team should start, stop, and continue doing as you work on your OKRs (e.g. start working with marketing more, stop creating video content for the mobile app, continue manual reach outs to customers). Set priorities for the next month and ensure that your team is still aligned.

• Quarterly (1 hour)

  • This is the retrospective meeting. Everyone who worked on a KR should be included in this meeting.

  • Use this meeting to score your Objectives. Scoring objectives gives you a clear way of marking whether you achieved them or not. When scoring an OKR, consider:

    • The overall progress you made on all of your key results. This can become a score (that Tability will calculate automatically in Retrospectives) on a 0-100 scale based on the overall KR completion.

    • Update your score based on other factors. For instance, if one of your key results was to interview 100 customers and you only interviewed 50, but those 50 ended up all expanding their contracts, that’d be a qualified success, even though you didn’t hit the original goal.

    • Mark the Objective as Achieved, Missed, or Progress made (when you made significant strides towards the goal, but fall short of achieving it).

Prepare for your meetings

With Tability, we’ll automatically generate reports that can make your OKR meetings more efficient. Use Presentation mode during your meetings to get a well crafted overview of your OKRs:

This gives you a quick way of seeing not only the confidence for all of your key results, but the most recent check-in comment as well:

For more details on the progress of your key results, you can still click in and see the trends overtime. It’s important during these meetings to look at historical information, both for the metric and the confidence. For instance, if a key result has been marked as yellow/at risk for three weeks in a row, the KR owner should update the KR with a new confidence after you talk– generally you’ll find that after three weeks, the KR is either Green or Red. This helps create urgency for the team around the KRs.

If you’d like to have a dashboard that you could display on a monitor, you can also switch into TV mode by clicking the icon on the upper right:

Sharing your results with others

After you’ve had your OKR meetings, it’s important to communicate that outwardly. A good OKR process requires transparency both to ensure that other teams can see the progress you’re making, but also to make it possible for your team to get the cross-collaborative help that they need.

Your presentation mode can be shared to anyone, whether or not they have access to your Tability workspace. Click on the share button and we’ll create a read-only version of the report that can be sent to anyone or embedded in Notion, Confluence, or anywhere else your team works. (Note: Only the most recent check-in comment will be visible to non-users.)