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Example: Custom fields of OKRs
Example: Custom fields of OKRs

Learn some useful ideas for creating custom fields for Objectives, Key Results, and Key Result updates

Neli Ivanova avatar
Written by Neli Ivanova
Updated over a year ago

Overview

This article contains some examples of custom fields that you can create for Objectives, Key Results, and Key Result updates.

You can add as many custom fields to a type, as required.

Objectives custom fields

The following are examples of custom fields that you can define for objectives:

  • Risks
    Define risks that you may face on the way to attaining your objective

  • Execution notes
    Simple notes which explain how you plan to achieve the objective

  • Strategic initiative
    Key cross-company initiatives which tie to the objective

  • Opportunity cost
    What other activities are you sacrificing in order to do this one

EXAMPLE: Following is an example of an Objective custom field Risks:

  • Label: Risks

  • Apply to: Objectives

  • Type: Text area

  • Make field required: Deselected

  • Description: Risks which we may face on the way of attaining objectives

  • Tooltip: What may prevent us from achieving this objective?

  • Session(s): All Sessions

Key results custom fields

The following are examples of custom fields that you can define for key results:

  • Shared responsibility
    Identify teams or individuals that share the responsibility for a key result

  • Mitigation
    Describe what you will do to mitigate risks while pursuing progress

EXAMPLE: The following is an example of a Key Result custom field called Shared responsibility:

  • Label: Shared responsibility

  • Apply to: Key Result

  • Type: User/Team selector

  • What types of owners can be selected?: Both

  • Required: Deselected

  • Description: Identify teams or individuals that share the responsibility for a key result

  • Tooltip: Who will share the responsibility for this key result?

  • Session(s): All Sessions

Key result updates custom fields

The following are examples of custom fields that you can define for Key Result updates:

  • Priorities for the week
    A list of the most important things you plan to do to achieve your OKR

  • Upcoming projects
    A list of projects coming up in the next 4 weeks

  • Health
    Key things you want to keep your eyes on, such as team health and key customer relationships.

  • Score
    Evaluation of Key Results at the mid-term and the end of an OKR session.

EXAMPLE: Following is an example of the Key Result update custom fields Vision, Strategy and Business Unit of text type:

NOTE: Andy Grove’s method of grading OKRs is a Yes or No approach. You either delivered or failed to deliver. A more advanced method is to score each Key Result on a scale from 0.0 to 1.0, where:

  • 0.0 - 0.3 is a failure to make progress

  • 0.4-0.6 means some progress was made but, you did not quite make it

  • 0.7-1.0 means you succeeded

Re-ordering custom fields

Note: as of August 2022 it's possible for Admins to re-order the custom fields for Objectives and Key Results. To do that, in Gtmhub navigate to 'Settings', then 'Custom fields', and then press 'Manage order' in the top bar.

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