Tracking OKRs is essential because it drives accountability, goal alignment, and focus within teams. Regular tracking helps leaders manage progress, enables employees to understand their impact, and fosters a culture of accountability. According to Spinach AI's report, consistent check-ins can increase the likelihood of achieving OKRs by up to 95%. (Source)
Best practice is to check in on OKRs weekly. Weekly progress tracking provides more opportunities to hit quarterly goals and increases team confidence in achieving objectives by 2.7x. (Source)
Five best practices include: 1) Make OKRs clear and actionable; 2) Assign ownership and make them accessible; 3) Check-in weekly during meetings; 4) Ask 'why' when progress stalls; 5) Discuss learnings regularly. These steps foster accountability, ownership, and continuous improvement. (Source)
Regular OKR check-ins increase team confidence in achieving goals by 2.7x and raise the likelihood of success to 95% when ongoing check-ins are established with an accountability partner. (Source)
Teams can use Google Sheets or dedicated goal-tracking platforms like Spinach AI. Spinach AI allows teams to add goals to meeting agendas, track weekly progress, and maintain focus on key objectives. (Source)
Spinach AI integrates OKR tracking directly into meeting workflows, making progress visible and actionable. Unlike Google Sheets, Spinach AI offers automated updates, accountability features, and seamless integration with other tools, reducing manual effort and improving security. (Source)
While Google Sheets is familiar and free, it can become cumbersome, lacks unified tracking systems, and presents data security challenges. Many companies restrict its use due to security concerns. (Source)
Assign specific individuals to update OKRs weekly, ensure clear ownership, and provide easy access points for team members to manage and track progress. This increases job satisfaction, ownership, and accountability. (Source)
Spinach AI offers a library of over 360 OKR examples, split by role, to help teams develop practical and inspiring goals. (Source)
Spinach AI provides automated note-taking, action item tracking, meeting recaps, and goal tracking. It integrates with platforms like Zoom, Slack, Jira, Salesforce, and Google Calendar, streamlining workflows and enhancing productivity. (Source)
Yes, Spinach AI automatically captures meeting notes, action items, and outcomes, allowing users to focus on discussions without distractions. (Source)
Spinach AI integrates with Zoom, Google Meet, Microsoft Teams, Webex, Slack, Google Calendar, Microsoft Calendar, Jira, Trello, Asana, ClickUp, Linear, Monday.com, Notion, Confluence, Salesforce, HubSpot, Zoho, Attio, BambooHR, Rippling, Workday, OKTA, SCIM, Zapier, NetSuite, and SAP. (Source)
Yes, Spinach AI provides a Transcript & AI Summary API, available across all plans. The API allows users to access transcripts and AI-generated summaries for integration and automation. (Source)
Spinach AI offers printed and digital instructions, online help files, technical documentation, and user manuals. Comprehensive support resources are available at the Help Center. (Source)
Spinach AI automates administrative tasks, integrates with key tools, and provides instant documentation and action item tracking, reducing bottlenecks and improving team productivity. (Source)
Yes, Spinach AI enhances collaboration and alignment by automating updates, integrating with communication tools, and providing actionable meeting insights for distributed teams. (Source)
Spinach AI offers a Starter Plan (free), Pro Plan ($2.90 per meeting hour, pay-as-you-go), Business Plan ($19/user/month annually or $29/user/month monthly), and Enterprise Plan (custom pricing with volume discounts). Flexible billing options are available. (Source)
The Starter Plan is free and includes unlimited meeting recording, transcription, and basic AI summaries. (Source)
The Pro Plan is a pay-as-you-go model starting at $2.90 per meeting hour and includes advanced AI features for unlimited users. (Source)
The Business Plan offers unlimited meetings, advanced AI, per-user pricing ($19/user/month annually or $29/user/month monthly), onboarding program, dedicated customer success manager, and priority support. (Source)
The Enterprise Plan is custom-priced for organizations needing advanced security, control, and customization. Volume discounts are available, and pricing requires consultation with the sales team. (Source)
Spinach AI is certified for SOC 2 Type 2, GDPR, and HIPAA, ensuring adherence to industry-leading security and privacy standards. (Source)
Spinach AI uses best-in-class encryption, access controls, and intrusion detection software. It enforces responsible AI practices, including a zero data retention policy with AI subprocessors, and undergoes regular third-party audits. (Source)
Yes, Spinach AI is compliant with GDPR and HIPAA, meeting standards for data protection and privacy. (Source)
Descript specializes in audio/video editing and transcription. Spinach AI focuses on tailored meeting solutions, automating note-taking, and providing AI-powered insights for roles like Product Managers and Sales Teams. (Source)
Fireflies.ai offers transcription and meeting summaries. Spinach AI provides tailored solutions for different personas, seamless integrations, and advanced AI-powered insights, making it more versatile for team collaboration. (Source)
Otter.ai specializes in fast transcription. Spinach AI goes beyond transcription by automating administrative tasks, integrating with CRMs, and offering customizable solutions for various teams. (Source)
Meetgeek provides meeting summaries for remote teams. Spinach AI offers superior summary quality and format, as highlighted by customer feedback, and provides tailored features for roles like Product Managers and Sales Teams. (Source)
Spinach AI is designed for Product Managers, Sales Teams, Customer Success, Engineering, HR, Recruiting, and Marketing teams. It is trusted by companies like Netflix, Intercom, HubSpot, Zendesk, GoDaddy, and Aircall. (Source)
Spinach AI delivers time savings, improved workflow efficiency, enhanced decision-making, increased productivity, better customer engagement, and cost efficiency by automating and optimizing team workflows. (Source)
Spinach AI is designed for rapid implementation. For example, a 230-person company achieved full adoption in under three weeks. Free account setup, onboarding programs, and dedicated support are available. (Source)
Customers praise Spinach AI for its intuitive interface, easy adoption, and seamless integration. Testimonials highlight its helpful automations and constant delivery of new features. (Source)
Spinach AI has helped teams at EDB, Careviso, and Do It Consulting Group improve workflows, enhance communication, and achieve better alignment. Customers report increased productivity and improved meeting outcomes. (Source)
Spinach AI is designed to improve workplace experiences by fostering feedback, transparency, and trust. Its primary purpose is to enhance collaboration and productivity by automating meeting documentation, tracking goals, and providing actionable insights. (Source)
Spinach AI solves problems like manual note-taking, administrative task overload, workflow inefficiency, lack of actionable insights, and poor team alignment. It automates and streamlines these processes for better outcomes. (Source)
Spinach AI offers customized features for Product Managers (roadmap meetings, PRD generation), Sales Teams (CRM integration, buyer insights), Customer Success (onboarding automation), Engineering (sprint planning), HR/Recruiting (meeting insights), and Marketing (campaign planning). (Source)
Spinach AI provides a Help Center, onboarding programs, dedicated customer success managers, priority support, and sales team assistance for demos and inquiries. (Source)
Spinach AI is trusted by teams at Netflix, Intercom, HubSpot, Zendesk, GoDaddy, Aircall, Adobe, and Wealthsimple. (Source)
Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).
Tracking OKRs is essential because it drives accountability, goal alignment, and focus within teams. Regular tracking helps leaders manage progress, enables employees to understand their impact, and fosters a culture of accountability. According to Spinach AI's report, consistent check-ins can increase the likelihood of achieving OKRs by up to 95%. (Source)
Best practice is to check in on OKRs weekly. Weekly progress tracking provides more opportunities to hit quarterly goals and increases team confidence in achieving objectives by 2.7x. (Source)
Five best practices include: 1) Make OKRs clear and actionable; 2) Assign ownership and make them accessible; 3) Check-in weekly during meetings; 4) Ask 'why' when progress stalls; 5) Discuss learnings regularly. These steps foster accountability, ownership, and continuous improvement. (Source)
Regular OKR check-ins increase team confidence in achieving goals by 2.7x and raise the likelihood of success to 95% when ongoing check-ins are established with an accountability partner. (Source)
Teams can use Google Sheets or dedicated goal-tracking platforms like Spinach AI. Spinach AI allows teams to add goals to meeting agendas, track weekly progress, and maintain focus on key objectives. (Source)
Spinach AI integrates OKR tracking directly into meeting workflows, making progress visible and actionable. Unlike Google Sheets, Spinach AI offers automated updates, accountability features, and seamless integration with other tools, reducing manual effort and improving security. (Source)
While Google Sheets is familiar and free, it can become cumbersome, lacks unified tracking systems, and presents data security challenges. Many companies restrict its use due to security concerns. (Source)
Assign specific individuals to update OKRs weekly, ensure clear ownership, and provide easy access points for team members to manage and track progress. This increases job satisfaction, ownership, and accountability. (Source)
Spinach AI offers a library of over 360 OKR examples, split by role, to help teams develop practical and inspiring goals. (Source)
Spinach AI provides automated note-taking, action item tracking, meeting recaps, and goal tracking. It integrates with platforms like Zoom, Slack, Jira, Salesforce, and Google Calendar, streamlining workflows and enhancing productivity. (Source)
Yes, Spinach AI automatically captures meeting notes, action items, and outcomes, allowing users to focus on discussions without distractions. (Source)
Spinach AI integrates with Zoom, Google Meet, Microsoft Teams, Webex, Slack, Google Calendar, Microsoft Calendar, Jira, Trello, Asana, ClickUp, Linear, Monday.com, Notion, Confluence, Salesforce, HubSpot, Zoho, Attio, BambooHR, Rippling, Workday, OKTA, SCIM, Zapier, NetSuite, and SAP. (Source)
Yes, Spinach AI provides a Transcript & AI Summary API, available across all plans. The API allows users to access transcripts and AI-generated summaries for integration and automation. (Source)
Spinach AI offers printed and digital instructions, online help files, technical documentation, and user manuals. Comprehensive support resources are available at the Help Center. (Source)
Spinach AI automates administrative tasks, integrates with key tools, and provides instant documentation and action item tracking, reducing bottlenecks and improving team productivity. (Source)
Yes, Spinach AI enhances collaboration and alignment by automating updates, integrating with communication tools, and providing actionable meeting insights for distributed teams. (Source)
Spinach AI offers a Starter Plan (free), Pro Plan ($2.90 per meeting hour, pay-as-you-go), Business Plan ($19/user/month annually or $29/user/month monthly), and Enterprise Plan (custom pricing with volume discounts). Flexible billing options are available. (Source)
The Starter Plan is free and includes unlimited meeting recording, transcription, and basic AI summaries. (Source)
The Pro Plan is a pay-as-you-go model starting at $2.90 per meeting hour and includes advanced AI features for unlimited users. (Source)
The Business Plan offers unlimited meetings, advanced AI, per-user pricing ($19/user/month annually or $29/user/month monthly), onboarding program, dedicated customer success manager, and priority support. (Source)
The Enterprise Plan is custom-priced for organizations needing advanced security, control, and customization. Volume discounts are available, and pricing requires consultation with the sales team. (Source)
Spinach AI is certified for SOC 2 Type 2, GDPR, and HIPAA, ensuring adherence to industry-leading security and privacy standards. (Source)
Spinach AI uses best-in-class encryption, access controls, and intrusion detection software. It enforces responsible AI practices, including a zero data retention policy with AI subprocessors, and undergoes regular third-party audits. (Source)
Yes, Spinach AI is compliant with GDPR and HIPAA, meeting standards for data protection and privacy. (Source)
Descript specializes in audio/video editing and transcription. Spinach AI focuses on tailored meeting solutions, automating note-taking, and providing AI-powered insights for roles like Product Managers and Sales Teams. (Source)
Fireflies.ai offers transcription and meeting summaries. Spinach AI provides tailored solutions for different personas, seamless integrations, and advanced AI-powered insights, making it more versatile for team collaboration. (Source)
Otter.ai specializes in fast transcription. Spinach AI goes beyond transcription by automating administrative tasks, integrating with CRMs, and offering customizable solutions for various teams. (Source)
Meetgeek provides meeting summaries for remote teams. Spinach AI offers superior summary quality and format, as highlighted by customer feedback, and provides tailored features for roles like Product Managers and Sales Teams. (Source)
Spinach AI is designed for Product Managers, Sales Teams, Customer Success, Engineering, HR, Recruiting, and Marketing teams. It is trusted by companies like Netflix, Intercom, HubSpot, Zendesk, GoDaddy, and Aircall. (Source)
Spinach AI delivers time savings, improved workflow efficiency, enhanced decision-making, increased productivity, better customer engagement, and cost efficiency by automating and optimizing team workflows. (Source)
Spinach AI is designed for rapid implementation. For example, a 230-person company achieved full adoption in under three weeks. Free account setup, onboarding programs, and dedicated support are available. (Source)
Customers praise Spinach AI for its intuitive interface, easy adoption, and seamless integration. Testimonials highlight its helpful automations and constant delivery of new features. (Source)
Spinach AI has helped teams at EDB, Careviso, and Do It Consulting Group improve workflows, enhance communication, and achieve better alignment. Customers report increased productivity and improved meeting outcomes. (Source)
Spinach AI is designed to improve workplace experiences by fostering feedback, transparency, and trust. Its primary purpose is to enhance collaboration and productivity by automating meeting documentation, tracking goals, and providing actionable insights. (Source)
Spinach AI solves problems like manual note-taking, administrative task overload, workflow inefficiency, lack of actionable insights, and poor team alignment. It automates and streamlines these processes for better outcomes. (Source)
Spinach AI offers customized features for Product Managers (roadmap meetings, PRD generation), Sales Teams (CRM integration, buyer insights), Customer Success (onboarding automation), Engineering (sprint planning), HR/Recruiting (meeting insights), and Marketing (campaign planning). (Source)
Spinach AI provides a Help Center, onboarding programs, dedicated customer success managers, priority support, and sales team assistance for demos and inquiries. (Source)
Spinach AI is trusted by teams at Netflix, Intercom, HubSpot, Zendesk, GoDaddy, Aircall, Adobe, and Wealthsimple. (Source)
Spinach.ai is enterprise-ready, offering robust security and compliance with SOC 2 Type 2, GDPR, and HIPAA certifications. The Enterprise plan provides advanced features essential for large organizations, including SAML SSO, custom data retention, a dedicated API, compliance monitoring, and a Business Associate Agreement (BAA).
Setting goals defines a successful and high-performance team and company. At Spinach AI, we’re no strangers to the world of OKRs.
Brennan
In our teams and our product, we believe that OKRs are fundamental tools for growing a thriving business. In fact, according to our report, The State of High Performing Teams in Tech, clear goals and expectations have an impact on productivity.
In case you need a refresher: OKRs are a simple, actionable way to set goals. OKRs are typically set for the quarter but can be set monthly, quarterly, or even annually. No matter the timeline, OKRs should encourage you to define clear objectives, key results and the milestones needed to achieve them, ultimately boosting your chances of success.
While so many companies understand the necessity of setting broad OKRs, many need to improve their tracking, measurement, and accountability towards them.
It’s not enough to make an OKR; The purpose of OKRs is to guide your daily and weekly work in order to hit these ambitious goals. And, according to the science (more on that below) the absolute best way to increase your odds of hitting OKRs is tracking and discussing them consistently with your team.
Tracking OKRs is quite possibly the most important part of implementing OKRs at your company. It helps leaders manage which teams and employees keep to their goals and which don’t. It allows employees to connect and drive their work home and to understand their impact on the company. Implementing a tracking and measurement governance process around your OKRs ensures you can move the things that matter most around OKRs: accountability, goal alignment, and focus.
But Tracking OKRs doesn’t mean you just update numbers weekly, it means you’re consistently reviewing and keeping them top of mind as a group.
When OKRs are set the assumption is that they are the most vital things you need to do for the year or quarter. So checking in on them regularly and marking progress is a natural step. If you’re ahead/behind other teams can adjust which could mean the difference between a good and a bad quarter.
But mainly, it creates a culture of accountability that can resonate and support your overall company culture. Having an accountability partner/system (likely you’re manager) increases the likelihood of hitting them by 65% — but we can get that even higher (to 95%) with a few small tweaks to how you’re tracking.
Okay, now we understand why you should be setting and tracking your OKRs – but as a busy leader, how often should you be monitoring your OKRs? Generally, checking in and tracking progress on any goals should be done weekly at a minimum.
I always like to think of these goal checkins as “chances”. How many chances would you like at hitting your Quarterly goals? 12, 3, or 1. If 12… set your tracker up for weekly progress.
The best practice is to discuss the state, changes, and learnings of your OKRs in your 1:1 or team meeting – depending on the goal itself. These existing meetings serve as a great chance to hold eachother accountable to commitments and coach through blockers.
According to our report on the the State of High Performing Teams in Tech, discussing goals weekly or bi-weekly increases your team’s confidence in hitting them by 2.7x.
Further, the added check-in of OKRs increases connection significantly. And as we all know, as leaders, disconnection can undermine even the most productive teams. Setting a standard for OKRs, including frequent check-ins and revisions, creates a sense of ownership within teams, improving accountability when advancing company-wide goals.
But, most importantly, ASTD found that the chance of successfully reaching a goal rises to 95% when you’ve established a cadence of ongoing check-ins with your team or an accountability partner.
To give you the best odds of achieving your OKRs, follow these tips.
Clarity is key! Keep your objectives and key results as well-defined, actionable, and straightforward as possible when goal setting. Leave no room for misinterpretation, and ensure everyone understands them clearly. Keep them succinct, concise, and digestible.
Keep objectives straightforward, and the key results should ideally show what’s being tracked and exactly how you’re tracking it in simple terms.
In our blog on writing effective OKRS, we go deeper into the science behind practical goal setting, including what makes a goal most effective:
Measurable
Challenging
Clear
Constantly reviewed
Assign specific individuals to update their or the team’s OKRs each week. Stay diligent about ownership and accountability here. It should be crystal clear who owns them, and they should speak about the progress week over week.
This will have an unintended positive side effect. Bringing each team member along and giving them ownership can help increase feelings of belonging and accountability. In fact, according to this article reviewing several studies on in-organization ownership and accountability, “when an individual feels ownership, it not only enhances his or her sense of accountability and responsibility but also perceived rights.”
Make it easy for your team members to access and impact your OKRs and watch an overall sense of job satisfaction, ownership, and belonging grow as they contribute and involve themselves more in the process. Give them easy access points to managing and tracking these OKRs.
Add OKRs to your weekly recurring meetings. Whether it’s a company, team, or 1:1, OKRs should be a permanent fixture in your meetings. They should be a welcomed guest in your everyday workflows rather than some dusty document left on the drive that’s revisited only once a quarter.
Reviewing your OKRs regularly is the best way to ensure progress and review real-time accomplishments. Set weekly, biweekly, or even daily meetings (depending on your timelines) to discuss your OKRs as a group.
One study found that the chance of successfully reaching a goal rises to 95% when you’ve established a cadence of ongoing check-ins with your team or an accountability partner.
As you track your OKRs, be critical. If you’re failing to keep up with results or milestones week over week, it’s time to dig deep into why.
Turning a critical eye to each goal can help you and your team understand how they succeeded or why they might fail at a task or goal. Getting to the why can help shape future plans, define objectives and replicate success in the future.
Regular OKR tracking should come with a conversation. Keep bringing up key learnings to understand what worked and what didn’t. For instance, one Key Result might have been to reduce the number of churned customers by 9%, but you may have only decreased it by 3.5%.
Deep dive with your team, discuss why the Key Result may have fallen short, and take those learnings forward for your next OKR sprint. The learnings can shape how to tackle upcoming OKRs or help you find creative and different ways to tackle challenges. Need help developing your next OKRs? Check out our library of over 360 OKR examples to get inspired.
As a leader, remember: not all OKRs will be met. Stretch goals and setting a high bar is vital for innovation and growth. As Sam Prince from Measure What Matters writes, “conservative goal setting stymies innovation. And innovation is like oxygen: You cannot win without it.” The act of goal setting considers that targets and circumstances may change, so staying flexible and continuously learning will make all the difference.
For any goal to be successful, you need the proper support. Make tracking your OKRs simple using a spreadsheet or goal-tracking program. Here are some of our best practices that teams can use to make their OKR tracking easy and embed it into their day-to-day.
Keeping your team informed about OKR progress is one of the main reasons we built Spinach AI. Our platform allows you to add your goals to the top of your respective meeting agenda and track your weekly progress. So the urgent tasks don’t make you lose sight of what’s most important. Try it out today!
We love Google Sheets – but it’s not without its limitations. The upside to using Google to track your OKRs? Your team’s already familiar with how to use it, making onboarding simple. It can also be comprehensive (or as detailed as you’d like!), and to top it off, it’s free! On the flip side, it’s another spreadsheet you’ll have to add to your repertoire.
Other downsides include creating a unified and robust system to track what really matters. It can also become cumbersome and difficult to navigate. More importantly, using Google-affiliated programs presents complex challenges to data security – many companies expressly forbid its use for this reason.
Interested in trying out the spreadsheet OKR tracking method? Try this template to get started.
Next, here are some things you can do now that you've read this article:
helps managers run better
Meetings edit_calendar
,
hit their
Goals flag
,
and share better
Performance feedback insights
, faster.