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Approval workflow: understand its importance for planning OKRs

Renan Araújo

The sport of startups

As we know, there are some steps for the implementation of OKRs in companies. Adapting the methodology to the needs of the organization, implementing it in stages, defining shorter cycles and monitoring goals regularly are some of these phases. 

However, to maintain the quality of the OKRs and alignment, we suggest using the objectives and targets approval workflow.

In this material you can understand a little more about the importance it brings to the planning stage of the OKRs. Check out!

Why is an approval workflow important to the company?

OKRs are a system of collective and individual goals that converge towards the organization’s overall goals. But how to ensure that the OKRs defined by the employees are, in fact, aligned with the company’s global goals? Through the approval workflow of an OKR software. Check out some differentials it brings to the planning stage.

Ensure more quality for OKRs

The first differential lies in ensuring the quality of the OKRs defined by the led and led. Before they are approved, the leadership will have contact with what was written by the collaborator — in this way, they have the possibility to assess whether what was substantiated by the professional is aligned with the overall objectives, in addition to analyzing the quality of the writing.

Remember: OKRs should be easy for everyone in the company to understand — from different teams. For this reason, if there is any more technical aspect involved, it is the responsibility of the owner of this OKR to explain it in detail so that anyone else understands what was said, even without having the context of the team.

In other words, with the approval workflow, it will only be approved after everything is aligned between leadership and led.

Understand who is responsible

Especially for growing companies, leaders need to have an easy understanding of “who’s on the ball” right now.

Understand: in the planning stage, there are different phases involved. In summary, led and led formulate their OKRs in discussion with their team. Then, they undergo a cross-audit (at which time it is analyzed if the rationale is correct, if there are action plans, etc.) and then undergo a reformulation by the person who owns OKR, according to the feedback received by the audit.

If anyone at the company wants to gain insight into where OKR is at, they can easily check through the tool — and mark the people involved if they have any questions about the process.

Assist in variable remuneration

If the company adopts variable remuneration based on the OKRs, the tool still prevents professionals from editing it after approval. Thus, it guarantees more reliability for the process, since only the leaders will be able to carry out any type of change.

What are the other differentials of an OKR tool?

In addition to the approval workflow, there are other advantages of having an OKR tool for your company. Among them, we highlight:

  1. promote clarity of objectives for the entire company — everyone will have clear tasks with a deadline, in addition to ensuring that they are aligned with the objectives of the team and the company;
  2. monitor all goals in an easy way — it is possible to follow the evolution of goals month by month, bringing the possibility of identifying which of them are going off track in order to draw action plans;
  3. create the company’s strategic map — through it, people have the opportunity to understand how the objectives of the company, teams and employees are interconnected.

In this content, you could understand about the differentials of an OKR approval workflow, as well as see other benefits of having a tool that helps in this process. The planning stage of the OKRs is one of the most important in this methodology: the definitions made in this stage will ensure the alignment of individual goals with those of the team and the company, helping to achieve results more easily.

If you want to know a little more about this tool, get in touch with us, talk to our team and ask your questions!