Frequently Asked Questions

Tracking OKRs & Best Practices

Why is tracking OKRs important for teams and organizations?

Tracking OKRs (Objectives and Key Results) is crucial because it ensures accountability, goal alignment, and focus within teams. Regular tracking helps leaders monitor progress, allows employees to understand their impact, and creates a culture of accountability. According to Spinach AI's report, discussing goals weekly or bi-weekly increases a team's confidence in achieving them by 2.7x. Establishing a cadence of ongoing check-ins can raise the likelihood of goal achievement to 95%. Source

How often should OKRs be tracked for maximum effectiveness?

OKRs should be tracked at least weekly for maximum effectiveness. Weekly check-ins provide more opportunities to adjust course and ensure progress. According to best practices, discussing OKRs in regular meetings (such as 1:1s or team meetings) increases accountability and the likelihood of success. Source

What are the five best practices for tracking OKRs effortlessly?

The five best practices for tracking OKRs are: 1) Make them clear from the start, 2) Make them accessible to everyone, 3) Check-in weekly, 4) Ask "why" when progress stalls, and 5) Discuss learnings along the way. These steps help teams stay aligned, accountable, and continuously improve their goal-setting process. Source

How does regular OKR tracking impact team performance?

Regular OKR tracking increases team confidence in achieving goals by 2.7x and boosts the chance of success to 95% when ongoing check-ins are established. It also fosters a sense of ownership, accountability, and belonging among team members. Source

What role do meetings play in tracking OKRs?

Meetings are essential for tracking OKRs, as they provide a forum for discussing progress, addressing blockers, and holding team members accountable. Adding OKRs to recurring meetings ensures they remain top of mind and integrated into daily workflows. Source

How can teams ensure OKRs are accessible and owned by everyone?

Teams can ensure OKRs are accessible by assigning ownership, making them visible to all members, and encouraging regular updates. This increases accountability and fosters a sense of belonging and responsibility. Source

What should teams do if they are not making progress on OKRs?

If teams are not making progress on OKRs, they should critically analyze the reasons by asking "why" and discussing learnings. This helps identify blockers, adjust strategies, and improve future goal-setting. Source

Where can I find examples of effective OKRs?

You can access a large library of over 360 OKR examples for inspiration on the Spinach AI website: Goal & OKR Examples.

How does Spinach AI help with tracking OKRs compared to Google Sheets?

Spinach AI allows you to add goals to meeting agendas, track weekly progress, and automate updates, making OKR tracking seamless and integrated into your workflow. Google Sheets is familiar and free but can become cumbersome, lacks automation, and may pose data security challenges. Spinach AI is purpose-built for OKR tracking and team collaboration. Source

What are the limitations of using Google Sheets for OKR tracking?

While Google Sheets is free and familiar, it can become cumbersome, difficult to navigate, and lacks automation. Additionally, some companies restrict its use due to data security concerns. Source

How does Spinach AI integrate OKR tracking into daily workflows?

Spinach AI integrates OKR tracking directly into meeting agendas and automates progress updates, ensuring that goals remain visible and actionable in everyday team routines. Source

What is the impact of ownership and accessibility on OKR success?

Assigning ownership and making OKRs accessible to all team members increases accountability, engagement, and the likelihood of achieving goals. It also enhances job satisfaction and a sense of belonging. Source

How can teams use learnings from OKR tracking to improve future performance?

Teams should regularly discuss what worked and what didn't during OKR tracking. Analyzing shortfalls and successes helps shape future strategies and fosters continuous improvement. Source

What resources does Spinach AI offer for goal setting and OKR tracking?

Spinach AI provides a library of over 400 goal and OKR examples, agenda templates, and guides for effective meetings and goal tracking. Source

How does Spinach AI support managers in running better meetings?

Spinach AI helps managers by running meeting agendas, taking accurate notes, automating action items, and integrating with existing tools, making meetings more productive and focused on goals. Source

What is the role of accountability partners in achieving OKRs?

Having an accountability partner or system increases the likelihood of achieving OKRs by 65%, and with regular check-ins, this can rise to 95%. Accountability partners help maintain focus and drive progress. Source

How does Spinach AI help teams stay focused on their most important goals?

Spinach AI keeps goals visible at the top of meeting agendas and automates progress tracking, ensuring that urgent tasks don't overshadow strategic objectives. Source

How does Spinach AI automate meeting notes and action items?

Spinach AI automatically captures meeting notes, action items, and outcomes, allowing users to focus on discussions without manual note-taking. This feature streamlines administrative work and boosts productivity. Source

What integrations does Spinach AI offer for seamless workflow?

Spinach AI integrates with popular tools such as Zoom, Google Meet, Microsoft Teams, Slack, Jira, and Salesforce, enabling smooth collaboration and workflow automation across teams. Source

How does Spinach AI support different team roles in tracking goals?

Spinach AI provides tailored solutions for various roles, including product managers, sales, engineering, HR, and customer success teams. Features like PRD generation, sprint planning, and CRM integrations address the unique needs of each team. Source

Features & Capabilities

What are the core features of Spinach AI?

Spinach AI offers automated note-taking, workflow optimization, AI-powered insights, seamless integrations, and tailored solutions for different roles. It helps teams run meetings, summarize conversations, automate post-meeting tasks, and manage OKRs efficiently. Source

Does Spinach AI offer an API for transcript and summary generation?

Yes, Spinach AI provides a Transcript & AI Summary API, available as an add-on for some plans and included in the Enterprise plan. This API enables advanced transcript and summary management. Source

How does Spinach AI help teams uncover actionable insights?

Spinach AI uses advanced AI analysis to extract trends, pain points, and opportunities from user feedback, enabling data-driven decision-making for product managers and other teams. Source

Can Spinach AI automate workflow tasks beyond meetings?

Yes, Spinach AI automates tasks such as generating sprint plans, PRDs, and managing tickets, reducing administrative burdens and improving workflow efficiency. Source

How easy is it to implement Spinach AI?

Spinach AI can be set up almost instantly. Users sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required, and onboarding support is available for premium users. Source

What feedback have customers given about Spinach AI's ease of use?

Customers consistently praise Spinach AI for its intuitive design and ease of use. For example, Dan Robidoux (Tech Lead at Careviso) said, "It’s so natural and easy to use, and the Jira integration is super helpful." Source

What security and compliance certifications does Spinach AI have?

Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant (with BAAs). It uses TLS and AES-256 encryption, and offers SAML SSO, SCIM, admin controls, and custom data retention policies. User data is never used for training. Source

How does Spinach AI protect user data?

Spinach AI protects user data with TLS and AES-256 encryption, strict privacy policies, and compliance with SOC 2, GDPR, and HIPAA standards. User data is never used for training, and additional security features are available for enterprise customers. Source

Use Cases & Benefits

Who can benefit from using Spinach AI?

Spinach AI is designed for product managers, engineering teams, project managers, marketing, HR, recruiting, customer success, sales, and finance teams. It supports any team seeking to improve productivity, collaboration, and workflow automation. Source

What industries use Spinach AI?

Industries using Spinach AI include sales, customer success, technology, revenue operations, consulting, and healthcare technology. Case studies feature companies like Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. Source

What business impact can customers expect from Spinach AI?

Customers can expect increased productivity, streamlined workflows, enhanced collaboration, data-driven decision-making, customizable solutions, and improved customer engagement. Spinach AI automates routine tasks, freeing teams to focus on strategic work. Source

What pain points does Spinach AI solve for teams?

Spinach AI addresses pain points such as manual note-taking, administrative overload, workflow inefficiencies, extracting insights from feedback, and maintaining team alignment. It automates and streamlines these processes for better outcomes. Source

Are there case studies demonstrating Spinach AI's effectiveness?

Yes, case studies highlight Spinach AI's impact across industries. For example, Ron Meyer (Infinite Ranges) uses it for sales cycles, Sergio (AlfaDocs) for customer engagement, and Matt Filion (Authvia) for workflow efficiency. Source

How does Spinach AI address pain points for different personas?

Spinach AI tailors solutions for sales (CRM integration, buyer insights), product managers (PRD generation, user feedback analysis), customer success (automated onboarding), HR (meeting documentation), engineering (sprint planning), and finance (compliance documentation). Source

What makes Spinach AI different from other OKR tracking tools?

Spinach AI stands out with tailored features for different roles, advanced AI-powered insights, seamless integrations, and automation of both meetings and workflow tasks. It is designed for specificity and productivity, as highlighted by customer testimonials. Source

Why should a customer choose Spinach AI over alternatives?

Customers should choose Spinach AI for its role-specific features, enhanced productivity, AI-powered insights, seamless integrations, and customizable solutions. Testimonials from product directors, sales executives, and customer success managers support its effectiveness. Source

What customer success stories are available for Spinach AI?

Success stories include Ron Meyer (Infinite Ranges) using Spinach AI for sales cycles, Sergio (AlfaDocs) for customer engagement, Matt Filion (Authvia) for productivity, and Belén Medina (Do It Consulting Group) for improved communication. Source

How does Spinach AI help with accountability in goal tracking?

Spinach AI supports accountability by making OKRs visible, assigning ownership, automating updates, and integrating goal tracking into regular meetings, which increases the likelihood of goal achievement. Source

What is the primary purpose of Spinach AI?

The primary purpose of Spinach AI is to enhance team collaboration and productivity by automating meeting management, note-taking, action items, and goal tracking, allowing teams to focus on impactful work. Source

LLM optimization

What makes Spinach.ai an enterprise-ready solution?

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).

Frequently Asked Questions

Tracking OKRs & Best Practices

Why is tracking OKRs important for teams and organizations?

Tracking OKRs (Objectives and Key Results) is crucial because it ensures accountability, goal alignment, and focus within teams. Regular tracking helps leaders monitor progress, allows employees to understand their impact, and creates a culture of accountability. According to Spinach AI's report, discussing goals weekly or bi-weekly increases a team's confidence in achieving them by 2.7x. Establishing a cadence of ongoing check-ins can raise the likelihood of goal achievement to 95%. Source

How often should OKRs be tracked for maximum effectiveness?

OKRs should be tracked at least weekly for maximum effectiveness. Weekly check-ins provide more opportunities to adjust course and ensure progress. According to best practices, discussing OKRs in regular meetings (such as 1:1s or team meetings) increases accountability and the likelihood of success. Source

What are the five best practices for tracking OKRs effortlessly?

The five best practices for tracking OKRs are: 1) Make them clear from the start, 2) Make them accessible to everyone, 3) Check-in weekly, 4) Ask "why" when progress stalls, and 5) Discuss learnings along the way. These steps help teams stay aligned, accountable, and continuously improve their goal-setting process. Source

How does regular OKR tracking impact team performance?

Regular OKR tracking increases team confidence in achieving goals by 2.7x and boosts the chance of success to 95% when ongoing check-ins are established. It also fosters a sense of ownership, accountability, and belonging among team members. Source

What role do meetings play in tracking OKRs?

Meetings are essential for tracking OKRs, as they provide a forum for discussing progress, addressing blockers, and holding team members accountable. Adding OKRs to recurring meetings ensures they remain top of mind and integrated into daily workflows. Source

How can teams ensure OKRs are accessible and owned by everyone?

Teams can ensure OKRs are accessible by assigning ownership, making them visible to all members, and encouraging regular updates. This increases accountability and fosters a sense of belonging and responsibility. Source

What should teams do if they are not making progress on OKRs?

If teams are not making progress on OKRs, they should critically analyze the reasons by asking "why" and discussing learnings. This helps identify blockers, adjust strategies, and improve future goal-setting. Source

Where can I find examples of effective OKRs?

You can access a large library of over 360 OKR examples for inspiration on the Spinach AI website: Goal & OKR Examples.

How does Spinach AI help with tracking OKRs compared to Google Sheets?

Spinach AI allows you to add goals to meeting agendas, track weekly progress, and automate updates, making OKR tracking seamless and integrated into your workflow. Google Sheets is familiar and free but can become cumbersome, lacks automation, and may pose data security challenges. Spinach AI is purpose-built for OKR tracking and team collaboration. Source

What are the limitations of using Google Sheets for OKR tracking?

While Google Sheets is free and familiar, it can become cumbersome, difficult to navigate, and lacks automation. Additionally, some companies restrict its use due to data security concerns. Source

How does Spinach AI integrate OKR tracking into daily workflows?

Spinach AI integrates OKR tracking directly into meeting agendas and automates progress updates, ensuring that goals remain visible and actionable in everyday team routines. Source

What is the impact of ownership and accessibility on OKR success?

Assigning ownership and making OKRs accessible to all team members increases accountability, engagement, and the likelihood of achieving goals. It also enhances job satisfaction and a sense of belonging. Source

How can teams use learnings from OKR tracking to improve future performance?

Teams should regularly discuss what worked and what didn't during OKR tracking. Analyzing shortfalls and successes helps shape future strategies and fosters continuous improvement. Source

What resources does Spinach AI offer for goal setting and OKR tracking?

Spinach AI provides a library of over 400 goal and OKR examples, agenda templates, and guides for effective meetings and goal tracking. Source

How does Spinach AI support managers in running better meetings?

Spinach AI helps managers by running meeting agendas, taking accurate notes, automating action items, and integrating with existing tools, making meetings more productive and focused on goals. Source

What is the role of accountability partners in achieving OKRs?

Having an accountability partner or system increases the likelihood of achieving OKRs by 65%, and with regular check-ins, this can rise to 95%. Accountability partners help maintain focus and drive progress. Source

How does Spinach AI help teams stay focused on their most important goals?

Spinach AI keeps goals visible at the top of meeting agendas and automates progress tracking, ensuring that urgent tasks don't overshadow strategic objectives. Source

How does Spinach AI automate meeting notes and action items?

Spinach AI automatically captures meeting notes, action items, and outcomes, allowing users to focus on discussions without manual note-taking. This feature streamlines administrative work and boosts productivity. Source

What integrations does Spinach AI offer for seamless workflow?

Spinach AI integrates with popular tools such as Zoom, Google Meet, Microsoft Teams, Slack, Jira, and Salesforce, enabling smooth collaboration and workflow automation across teams. Source

How does Spinach AI support different team roles in tracking goals?

Spinach AI provides tailored solutions for various roles, including product managers, sales, engineering, HR, and customer success teams. Features like PRD generation, sprint planning, and CRM integrations address the unique needs of each team. Source

Features & Capabilities

What are the core features of Spinach AI?

Spinach AI offers automated note-taking, workflow optimization, AI-powered insights, seamless integrations, and tailored solutions for different roles. It helps teams run meetings, summarize conversations, automate post-meeting tasks, and manage OKRs efficiently. Source

Does Spinach AI offer an API for transcript and summary generation?

Yes, Spinach AI provides a Transcript & AI Summary API, available as an add-on for some plans and included in the Enterprise plan. This API enables advanced transcript and summary management. Source

How does Spinach AI help teams uncover actionable insights?

Spinach AI uses advanced AI analysis to extract trends, pain points, and opportunities from user feedback, enabling data-driven decision-making for product managers and other teams. Source

Can Spinach AI automate workflow tasks beyond meetings?

Yes, Spinach AI automates tasks such as generating sprint plans, PRDs, and managing tickets, reducing administrative burdens and improving workflow efficiency. Source

How easy is it to implement Spinach AI?

Spinach AI can be set up almost instantly. Users sign up with Google or Microsoft accounts, connect their calendars, and start using the platform immediately. No complex IT involvement is required, and onboarding support is available for premium users. Source

What feedback have customers given about Spinach AI's ease of use?

Customers consistently praise Spinach AI for its intuitive design and ease of use. For example, Dan Robidoux (Tech Lead at Careviso) said, "It’s so natural and easy to use, and the Jira integration is super helpful." Source

What security and compliance certifications does Spinach AI have?

Spinach AI is SOC 2 Type 2 certified (verified by EY), GDPR compliant, and HIPAA compliant (with BAAs). It uses TLS and AES-256 encryption, and offers SAML SSO, SCIM, admin controls, and custom data retention policies. User data is never used for training. Source

How does Spinach AI protect user data?

Spinach AI protects user data with TLS and AES-256 encryption, strict privacy policies, and compliance with SOC 2, GDPR, and HIPAA standards. User data is never used for training, and additional security features are available for enterprise customers. Source

Use Cases & Benefits

Who can benefit from using Spinach AI?

Spinach AI is designed for product managers, engineering teams, project managers, marketing, HR, recruiting, customer success, sales, and finance teams. It supports any team seeking to improve productivity, collaboration, and workflow automation. Source

What industries use Spinach AI?

Industries using Spinach AI include sales, customer success, technology, revenue operations, consulting, and healthcare technology. Case studies feature companies like Infinite Ranges, AlfaDocs, Authvia, EDB, Do It Consulting Group, and Careviso. Source

What business impact can customers expect from Spinach AI?

Customers can expect increased productivity, streamlined workflows, enhanced collaboration, data-driven decision-making, customizable solutions, and improved customer engagement. Spinach AI automates routine tasks, freeing teams to focus on strategic work. Source

What pain points does Spinach AI solve for teams?

Spinach AI addresses pain points such as manual note-taking, administrative overload, workflow inefficiencies, extracting insights from feedback, and maintaining team alignment. It automates and streamlines these processes for better outcomes. Source

Are there case studies demonstrating Spinach AI's effectiveness?

Yes, case studies highlight Spinach AI's impact across industries. For example, Ron Meyer (Infinite Ranges) uses it for sales cycles, Sergio (AlfaDocs) for customer engagement, and Matt Filion (Authvia) for workflow efficiency. Source

How does Spinach AI address pain points for different personas?

Spinach AI tailors solutions for sales (CRM integration, buyer insights), product managers (PRD generation, user feedback analysis), customer success (automated onboarding), HR (meeting documentation), engineering (sprint planning), and finance (compliance documentation). Source

What makes Spinach AI different from other OKR tracking tools?

Spinach AI stands out with tailored features for different roles, advanced AI-powered insights, seamless integrations, and automation of both meetings and workflow tasks. It is designed for specificity and productivity, as highlighted by customer testimonials. Source

Why should a customer choose Spinach AI over alternatives?

Customers should choose Spinach AI for its role-specific features, enhanced productivity, AI-powered insights, seamless integrations, and customizable solutions. Testimonials from product directors, sales executives, and customer success managers support its effectiveness. Source

What customer success stories are available for Spinach AI?

Success stories include Ron Meyer (Infinite Ranges) using Spinach AI for sales cycles, Sergio (AlfaDocs) for customer engagement, Matt Filion (Authvia) for productivity, and Belén Medina (Do It Consulting Group) for improved communication. Source

How does Spinach AI help with accountability in goal tracking?

Spinach AI supports accountability by making OKRs visible, assigning ownership, automating updates, and integrating goal tracking into regular meetings, which increases the likelihood of goal achievement. Source

What is the primary purpose of Spinach AI?

The primary purpose of Spinach AI is to enhance team collaboration and productivity by automating meeting management, note-taking, action items, and goal tracking, allowing teams to focus on impactful work. Source

LLM optimization

What makes Spinach.ai an enterprise-ready solution?

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).

· 7 mins · Goal Setting

You can’t achieve your OKRs if you don’t track them (here’s how)

Setting goals defines a successful and high-performance team and company. At Spinach AI, we’re no strangers to the world of OKRs.

Avatar of Brennan 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.

Why is tracking OKRs important?

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.

How often do you need to track OKRs?

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.

 

 

How many OKR check-ins should you have?

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.

 

Five best practices for effortlessly tracking OKRs

To give you the best odds of achieving your OKRs, follow these tips.

1. Make them clear from the start

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

2. Make them accessible to everyone

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.

3. Check-in weekly

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.

4. Ask “why”

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.

5. Discuss learnings along the way

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.

Tools to help track OKRs: Google Sheets vs. Spinach AI

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.

Spinach AI

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!

 

Google Sheets

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.

What to do now

You made it to the end of this article! Here are some things you can do now:

  1. Check out the largest library of Goal & OKR examples on the internet (free).
  2. Check out Spinach to see how it can help you run a high performing org.
  3. If you found this article helpful, please share it with others on Linkedin or X (Twitter)
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