StrideBeta

Guides · OKRs

OKR workflow in Stride

This guide covers the practical OKR lifecycle: create objectives, track execution quality, run check-ins, and export clear leadership reporting.

Read check-ins deep diveOpen reporting deep dive

1. Create objectives with clear ownership

Create
  • Define objective title, period, level, visibility, and owner before adding key results.
  • Use consistent naming so executive and board reviews remain scannable across teams.
  • Set key results with measurable targets and realistic progress direction.
  • Use templates when possible to accelerate setup and keep structure consistent.

2. Review strategy health continuously

Read
  • Use strategy map, hierarchy, and list views depending on the review audience.
  • Filter by owner, department, period, and stale check-ins to focus on operational risk.
  • Prioritize at-risk objectives by progress and confidence signals.

3. Run regular check-ins and course-correct

Update
  • Submit objective check-ins with confidence, blockers, notes, and next actions.
  • Use the key result Update action for current value, confidence, status, and concise execution notes.
  • Use the key result Edit action when title, owner, target, unit, direction, or weight needs to change.
  • Keep check-in cadence active to maintain reliable health and risk reporting.

4. Report and share outcomes

Report
  • Use the health dashboard to monitor active OKRs, at-risk count, and compliance rate.
  • Export board-ready PDF summaries and CSV extracts by period.
  • Use retrospectives to capture learnings at objective close-out.

Related board software topics

Use these pages to connect this workflow to broader board portal, meeting software, decision tracking, and governance requirements.