OKR Scoring ve Quarterly Close

OKR ve strategy scoring süreci, quarterly closing.

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

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Amaç (Aim)

Quarterly sonunda:

1. ✅ OKR'ları score edin (0.0-1.0)

2. ✅ Key Results'ı evaluate edin

3. ✅ Learning'ler dokumente edin

4. ✅ Quarterly close edin

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Ön Koşullar (Prerequisites)

• ☑️ OKR'lar activated (FAZ 4 tamamlandı)

• ☑️ Weekly/Monthly KPI updates yapıldı

• ☑️ Quarter sonu = End of month

• ☑️ All KPI data current

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Adım Adım (Steps)

Adım 1: OKR Scoring Dashboard'unu Açın

1. Strategy → OKR Cycles

2. Aktif cycle'ı seçin

3. Quarter X Scoring tab'ını açın

4. Tüm OKR'lar listesi görünür

Adım 2: Key Result Evaluation

Her OKR için 3 Key Result'ı evaluate et:

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)

Adım 3: Scoring Process

For each Key Result:

1. Actual value girin (Year-end number)

2. Target already filled (from OKR creation)

3. System calculate eder: Actual / Target = Score

4. Status auto-determined:

   • 0.7-1.0 = Green ✅

   • 0.4-0.6 = Yellow ⚠️

   • 0.0-0.3 = Red ❌

Adım 4: Comments & Learnings

Her OKR için:

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. Comment field'ine yaz (250 characters min)

2. Confidence level: High / Medium / Low

3. Next quarter adjustment: Yes / No

Adım 5: Quarterly Close

1. All OKR'lar scored mı?

2. Yellow/Red OKR'ların comments'ları filled mi?

3. Close Quarter button tıklayın

4. System locks previous quarter

5. Archive: Previous OKR'lar archived (still visible in reports)

Adım 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

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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?

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Unit OKR Scoring

Tüm units quarterly kendi OKRs'larını score ederler:

1. By: TEAM_LEAD + team

2. Timeline: 1 week after corporate close

3. Aggregation: Corporate dashboard rolls up unit scores

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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

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Doğrulama (Verification)

✅ Checklist:

• Tüm OKRs scored

• Yellow/Red OKRs have comments

• Learnings documented

• QBR meeting held

• Quarter officially closed

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Tips

✅ Best practices:

• Be honest in scoring (don't inflate)

• Document learnings (continuous improvement)

• Identify external vs internal factors

• Use data (don't guess)

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Common Mistakes

Mistake: "Tüm OKRs green?" → Unrealistic. Target'lar challenging olmalı. Some yellow/red normal.

Mistake: "Comments gerekli mi?" → Evet, especially yellow/red. Learning için.

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

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Next Steps

After quarterly close:

1. 2-week reflection period

2. New cycle planning: FAZ 1'den başla (new year)

3. Adjust themes/OKRs based on learnings

4. Start FAZ 2 resource allocation

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İlgili Sayfalar

• Measurement Model

• Cadence & Reviews

• FAZ 4: OKR Oluşturma