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Managing OKRs for Multiple Teams in Confluence Cloud

OKR dashboard in Atlassian Confluence

Management of product teams is not an easy task. You need to continuously track dozens of metrics, monitor competitors and their solutions, innovate, and, of course, develop a profitable product that delivers value to your customers.

This is almost impossible without having an effective strategy and comprehensive planning. What tools or mechanics can help you effectively set goals and achieve them?

Well, the first thing that comes to our mind is OKR (Objectives and Key Results).

Quick introduction to OKR

Objectives and Key Results (OKR) is an objective-defining framework and goal-setting methodology that helps companies align the company goals and further decompose them into objectives for individual teams. This way, teams are working on their scope of tasks which contributes to the overall success of their company.

The simplicity of this methodology is its key advantage as companies and teams can quickly integrate it into their processes with minimal effort. The company defines an objective and further creates 3–5 measurable results according to the following pattern:

  1. Increase _____ from X to Y.
  2. Reduce ______ by X%.
  3. Improve ______ up to X%.

Teams further identify how they can contribute to this and create their objectives and key results.

You can measure key results on a 0–100% scale or by using any numerical units (for example, dollar amount, %, items, etc.). Once a team progresses on a key result, they track their progress on a scale and see how much is left to accomplish the key result.

Teams create plans, actions, and initiatives that they believe will help them achieve the objectives and key results. OKRs are set and reviewed every quarter.

Some requirements are imposed on objectives and key results. Objectives should be aspirational, qualitative, and time-bound. Key results should be measurable, quantitative, and value-based. It is also recommended to elaborate on such key results that are quite difficult to achieve at 100%, so they should be challenging enough for your teams. If your teams manage to achieve the key results at 100%, this means that they were not ambitious enough, so you need to review them next time.

How to manage OKRs in Confluence Cloud

Implementation of OKRs in Confluence Cloud can be a very simple task with the Handy Macros app. This app provides macros that allow you to make Confluence pages more interactive in the page view mode.

Ideally, we want to create an OKR dashboard that will show the current progress from all teams in one place — challenging enough? Fine, let’s start.

First of all, let’s create the status set showing our confidence in reaching the objectives.

OKR status set in Confluence
Add your OKR status set

Once this is done, let’s create our Confluence pages with the list of OKRs. This is pretty simple.

Create a three-column table:

  • Key results — here we will track our key results.
  • Progress — here we will place the Handy Slider macro to track the current progress on key results.
  • Achievable — here we will add the Handy Status macro to indicate the likelihood of achieving a specific key result.
OKR in Atlassian Confluence
Create a table to track OKRs

At the bottom of the page, let’s add the Handy Date macro, which we will use to track the latest update of our OKRs.

interactive statuses and dates in Atlassian Confluence
Add interactivity to your OKR table

When we save the page we can adjust the progress on each key result, set the likelihood of achieving, and pick the date of the latest updates.

Creating OKR dashboard for multiple teams

Once we have a separate OKR board for each team, we can create a single dashboard where we can track progress on all key results. How to do this? Well, pretty easy.

All you need to do is to add the Excerpt macro and paste the table with OKRs within it.

excerpt macro in Atlassian Confluence
The Excerpt macro with OKR table

Having added our tables with OKRs into the Excerpt macro, we can output them on our dashboard page with the Excerpt Include macro.

Edit the Excerpt Include macro in Atlassian Confluence
Edit the Excerpt Include macro

You can edit key results in this dashboard in the page view mode without opening a specific Confluence page for doing this.

OKR dashboard in Atlassian Confluence
Work with the dashboard right in the page view mode

This was a quick way to create the OKR dashboard for your product teams in Confluence Cloud. The dashboard is fully interactive and allows you to track progress on key results without going to source pages for editing them.

What are you waiting for? Start a free trial of the Handy Macros app and don’t wait for your competitors to implement OKRs in their Confluence.

Your claps (the more the better) will be greatly appreciated 😉

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Irina Sanikovich

Irina Sanikovich

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Responsible for content and events at https://stiltsoft.com/ A banal line, but I love reading, learning, and traveling.