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OKR Scoring and Quarterly Close

Audience: Manager, CEO
Page Type: How-To Guide
Phase: Cross-Phase (End of quarter)
Duration: 2-3 hours

Goal​

At the end of the quarter:

  1. ✅ Score OKRs (0.0-1.0)
  2. ✅ Evaluate Key Results
  3. ✅ Document learnings
  4. ✅ Close the quarter

Prerequisites​

  • ☑️ OKRs activated (PHASE 4 completed)
  • ☑️ Weekly/Monthly KPI updates done
  • ☑️ Quarter end = End of month
  • ☑️ All KPI data current

Step-by-Step​

Step 1: Open OKR Scoring Dashboard​

  1. Strategy → OKR Cycles
  2. Select the active cycle
  3. Open Quarter X Scoring tab
  4. List of all OKRs is displayed

Step 2: Key Result Evaluation​

Evaluate 3 Key Results for each OKR:

OKR: "Market Expansion in Asia"
├─ KR1: "Revenue from Asia = 30M USD"
│  └─ Actual: 28.5M USD → 95% → Score: 0.95 ✅
├─ KR2: "Market share Asia = 25%"
│  └─ Actual: 23% → 92% → Score: 0.92 ⚠️
└─ KR3: "Customer NPS Asia = 8.0"
   └─ Actual: 8.2 → 102% → Score: 1.0 ✅

Final OKR Score = (0.95 + 0.92 + 1.0) / 3 = 0.96 (Green)

Step 3: Scoring Process​

For each Key Result:

  1. Enter Actual value (Year-end number)
  2. Target is already filled (from OKR creation)
  3. System calculates: Actual / Target = Score
  4. Status auto-determined:
    • 0.7-1.0 = Green ✅
    • 0.4-0.6 = Yellow ⚠️
    • 0.0-0.3 = Red ❌

Step 4: Comments & Learnings​

For each OKR:

Comments (Required for Yellow/Red):
├─ What happened?
│  "Market adoption slower than forecast"
├─ Why?
│  "Competitive pricing pressure"
├─ Learnings?
│  "Need earlier market research"
└─ Next steps?
   "Adjust Q2 pricing strategy"
  1. Fill the Comment field (250 characters min)
  2. Confidence level: High / Medium / Low
  3. Next quarter adjustment: Yes / No

Step 5: Quarterly Close​

  1. Are all OKRs scored?
  2. Are comments filled for Yellow/Red OKRs?
  3. Click Close Quarter button
  4. System locks previous quarter
  5. Archive: Previous OKRs archived (still visible in reports)

Step 6: Quarterly Review Meeting​

Hold a QBR (Quarterly Business Review):

QBR Agenda:
├─ OKR Results: Green/Yellow/Red breakdown
├─ Key learnings: What worked, what didn't
├─ Market changes: External factors
├─ Next quarter planning: New OKRs
└─ Resource adjustments: Budget/headcount shifts

Scoring Guidelines​

Green (0.7-1.0) - Success​

  • OKR achieved or exceeded
  • Key results on/above target
  • Learning: Document best practices

Yellow (0.4-0.6) - Partial Success​

  • OKR partially achieved
  • Some KRs below target
  • Learning: Identify blockers, what to fix

Red (0.0-0.3) - Not Achieved​

  • OKR failed
  • Multiple KRs below target
  • Learning: Why? External vs internal factors?

Unit OKR Scoring​

All units score their own OKRs quarterly:

  1. By: TEAM_LEAD + team
  2. Timeline: 1 week after corporate close
  3. Aggregation: Corporate dashboard rolls up unit scores

Archive & History​

Closed quarters visible in:

Reports → OKR History
├─ 2024 Q4: Avg score 0.82
├─ 2024 Q3: Avg score 0.75
├─ 2024 Q2: Avg score 0.78
└─ 2024 Q1: Avg score 0.80

Trends: Performance improving

Verification​

✅ Checklist:

  • All OKRs scored
  • Yellow/Red OKRs have comments
  • Learnings documented
  • QBR meeting held
  • Quarter officially closed

Tips​

✅ Best practices:

  • Be honest in scoring (don't inflate)
  • Document learnings (continuous improvement)
  • Identify external vs internal factors
  • Use data (don't guess)

Common Mistakes​

Mistake: "All OKRs green?"
→ Unrealistic. Targets should be challenging. Some yellow/red is normal.

Mistake: "Are comments required?"
→ Yes, especially for yellow/red. For learning purposes.

Mistake: "Skipped an OKR in scoring?"
→ Close button won't activate until all are scored.

Next Steps​

After quarterly close:

  1. 2-week reflection period
  2. New cycle planning: Start from PHASE 1 (new year)
  3. Adjust themes/OKRs based on learnings
  4. Start PHASE 2 resource allocation

See also​