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Introducing OKRs Into the Business

Although it may seem daunting, the right planning can save you a lot of stress when rolling out a new initiative like this. Keep reading to see how you can best prepare your company for an OKR roll-out...
Published 2 Oct 2021
8 min read
Introducing OKRs Into the Business

Now you know what OKRs are, why all the best companies are using them and how to create them – you’re ready for the next piece of the OKR puzzle. It’s time to secure senior buy-in from managers and leaders and then introduce and implement OKRs across the business.

Managers and department heads play a huge role in ensuring a successful implementation of OKRs, and it’s your job to support them. Any company that leads from the top will find manager buy-in extremely beneficial to the OKR roll-out process. And to be honest, your executive team should always lead by example.

Although it may seem daunting, the right planning can save you a lot of stress when rolling out a new initiative like this. Keep reading to see how you can best prepare your company for an OKR roll-out…

Step 1: Securing buy-in from senior team members

The most powerful way to get someone to buy into something is to show them how it will make their day-to-day easier. This is particularly the case for time-poor managers and leaders. Especially when their day regularly encompasses putting out fires, managing people, and overseeing process.

If you are trying to introduce OKRs to people who have never heard of them, and are accustomed to the old way of doing things – you may need to help them see the big picture of OKRs.

What is the baseline and how can we improve on this with OKRs?

Start by having a conversation with other managers about how they think their team are contributing to the goals that your business currently has in place. This will give you a solid starting point to find out how well these managers are tracking their teams’ progress and success, what methods they currently use and their tracking process.

You can then use this conversation as an opportunity to explain how OKRs naturally link teams’ efforts to top company goals, not only at the managers’ level but for every level in the organisation. You can explain how OKRs also show how different teams and departments can become aligned on goals, and can be used to clarify which manager has ownership over which outcomes.

Now you know how that manager operates, you can adapt your OKR pitch accordingly.

Show the ease of OKRs

At the simplest level, OKRs are tools that everyone can use to ensure their efforts are supporting company goals. They work most effectively when managers are monitoring their progress to make sure everyone is on track throughout the quarter.

What they aren’t is added work for managers, nor are they used as rating systems to judge manager performance. And this may be a major push back from managers not implementing OKRs – the misconception that it’ll be too much work.

It’s your job to encourage managers to help their teams create OKRs that make their jobs easier. For instance, they can delegate projects, mix aspirational goals with operational ones, and even set shared team Objectives. Then, during regular one-on-one meetings, managers can simply check in with their direct reports to monitor progress and find out if there are any red flags that need to be addressed.

OKRs empower autonomy

All managers like to be proud of their team, and have tangible evidence that all the hard work they’re doing is paying off for the entire business. OKRs can help managers do that – so make sure you use this as a key selling point. OKRs work because they provide teams with clear, measurable goals. Managers can monitor and measure goal progress, keeping teams accountable for their contributions through targeted feedback.

Provide OKR learning resources

Even though OKRs are simple to use, no manager will automatically understand how to use them successfully on the first try. Especially those who aren’t completely sold on them as a concept. So, give them all the resources they need to master OKR goal-setting, including an OKR tool that works.

Do your research, and find a tool that works for your business. Or… wait for Employment Hero Goals to launch. That’ll have it all. And because we want to really help you introduce OKRS into your business and get leadership onboard – here’s a list of resources you can send them so they can do their OKR homework.

🤷  What are OKRs

👊  OKRs vs. KPIs

🎁  How to Make the Most Out of OKRs

🏆  Why the World’s Leading Companies Are Using OKRs

After reading all these, you’ll be sure to get that senior buy-in you’ve been aiming for. Now, you’ve got the managers on board we want to walk you through what a simple OKR rollout process might look like as a guideline for you to start setting up OKRs for the very first time.

Step 2: Brainstorm company OKRs with the leadership team

In this initial step, the leadership team should identify up to 5 company OKRs for the year and with that, narrow down OKRs for the next quarter. If you aren’t too sure where these objectives should come from, most companies draw inspiration from their overall purpose. As well as current challenges and aspirational goals.

Collaborate with managers to draft their first set of department OKRs. Communicate how your company OKRs will be cascaded using the alignment model of your choice with department heads and managers. This is the first step to rolling out OKRs to the rest of your company.

Here are a few topics of discussion you may want to cover in your workshop:

  • Why OKRs will play an important role in the growth of the company.
  • Why the leadership team would like the company to start using OKRs.
  • How OKRs will work within the company and how alignment will work internally.
  • What expectations the company has for respective departments as reflected by the OKRs.
  • Reflection on whether department heads and managers feel these expectations are reasonable.
  • Propose and agree upon expectations for which various departments need to achieve.

Managers benefit from stronger alignment and transparency as it helps them become better coaches. At the end of this collaboration, department heads and managers should have a clear understanding of what OKRs are. And how they will be cascading throughout the company. They will be delegated with the task of creating department OKRs that relate to company OKRs.

Step 3: Roll-out OKRs with the leadership team first

One of the key takeaways from our OKR panel event with Brighte and Agriwebb, was about ensuring that your management is on board with implementing the framework into your business. By rolling OKRs out with the management team first, any issues that came up were able to be resolved, prior to getting the rest of the team on board.

Ben highlighted that OKRs were new to everyone when they were implemented at Employment Hero, so this was a crucial stage when you must be transparent with your team. When the management team knew how to effectively introduce OKRs and roll them out to the wider teams, they were able to lead by example. This allowed the entire team to embrace the framework from the get-go. Ultimately, testing and trying with leadership first will mean you can introduce OKRs with confidence.

Step 4: Communicate the OKR methodology to the entire company

Managers and leaders onboard ✔️

Company OKRs established ✔️

Leadership had tried the new framework and ironed out kinks ✔️

Now it’s time for the rest of the business to live and breathe OKRs. So how do you introduce OKRs to the wider team? There are a few ways to approach this depending on how you would normally update your team with new initiatives.

If your company regularly holds all hands/town halls or standups – this could be the perfect time to introduce the wider team to OKRs. Don’t be afraid to be vulnerable around sharing the leadership’s experience in trying them. Highlight what worked and what didn’t. This initial introduction is key to gaining buy-in from your entire workforce. Managers need to be able to explain how this will benefit their team’s day-to-day and reduce micromanaging.

As with the department heads and managers, the same discussion points must be addressed along with questions and concerns from your employees. Employees must understand the expectations and alignment to which your company will be approaching these OKRs.

If you want your entire business to really utilise OKRs to their fullest potential, then it is important they know exactly how they work. There are a number of OKR guides out there. Try creating your own one that shows exactly how OKRs are going to work in your business. Remember, it’s okay to change it as you learn what works best.

Step 5: Don’t ‘set and forget’

One of the most common mistakes we see with OKRs is a ‘set and forget’ mentality. OKRs are an ongoing commitment that a business must make. Ensure that managers are regularly reviewing progress and checking in on team members. Interestingly enough, we find that most OKRs are actually not ambitious enough. By keeping an eye on things, managers can encourage employees to push themselves further when goals are surpassed quickly.

Four reasons why OKRs aren’t working

Does it feel like some of the team are still not sold on using OKRs, and yet, you did everything right? Here are four reasons why you might not be getting the 100% buy-in you want…

1. Employees are scared of poor performance

OKRs are meant to help employees achieve ambitious goals by breaking them down into measurable steps (Key Results). Yet, if employees think the data retrieved from OKRs will be used against them, they’ll be less inclined to embrace them. To combat this issue, clearly articulate to employees that their overall performance is assessed. Not just their performance on aspirational goals like those in OKRs. By creating a balance and perspective, you’ll help employees feel less intimidated. Remember: OKRs are ambitious goals, a good OKR should feel slightly unattainable.

2. Teams don’t feel a sense of ownership

While OKR goals are used hierarchically to align top-company priorities with individual goals, employees shouldn’t feel as if their individual Objectives are “assigned” to them. This approach won’t garner buy-in, because it will make OKRs feel like just another item on employees’ to-do lists. To create a sense of ownership, have managers collaborate with their direct reports so employees are essentially setting their own OKRs. While they may not be very sophisticated at first, it will support buy-in so you can increase the quality of measurements used down the road.

3. You aren’t explaining why it helps them

Simply put, employees want to know what they’ll “get” out of using OKRs. And, if management hasn’t done a good job communicating the advantages of OKR goals, it may be difficult to get them off the ground. To help employees view OKRs in a positive light, present them as an opportunity to learn. Not only will employees learn about the value of measures, but they’ll also learn precisely how their contributions support company goals. Through the insights OKR goals provide, teams will begin to see the results they can achieve. And not just on an individual level, but also as a team and company.

4. You’re trying to force buy-in instead of letting it happen

The challenge with commitment is that it can’t be forced, it has to happen organically. If you’re trying to force people to accept OKR goals, it’s probably because one of the following obstacles is still in the way: – Teams are worried OKR data will be used to judge them – Employees don’t see how it will help them improve work – Managers aren’t inviting employees to take ownership of the OKR setting process

Once you remove these obstacles, employees will naturally begin to perceive the OKRs as a valuable goal-setting system.

The Wrap Up

Whew, that was a lot of information, right? Hopefully, this brief guide on how to introduce OKRs has given you an idea about how you can make this goal-setting framework work for your business. We’ve written a guide to OKRs that you can download below 👇

Download now

Your Guide to OKRs

The Team
Employment Hero -
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