OKR Grade & Status

All OKRs have a grade (progress) and a status. All OKRs (Objective and Key Result) can be set in two different mode manual and automatic (auto). In manual mode grade & status are manually set and in automatic mode the values are auto calculated depending on children grade & status.

Manual Mode

In the table press the OKR grade column to set grade and status. The grade scale is 0 - 1 with steps of 0.1. Default statues are “On Track“, “At Risk“, “Off Track“ and “Done” configurable in the Status Manager.

Automatic Mode

Objective and Key Result with children can enable the automatic mode (auto). Automatic grade & status OKRs are indicated with an (a) in the grade column.

Grade calculation

  • Rounded average of all child grades

Status calculation

  • All statuses has a status category with a numeric value

    • 1 (on-track, done), 2 (at-risk), 3 (off-track)

  • Status values from the children are summed up

  • Then the total value is divided with num children and finally rounded to either 1, 2 or 3

    • As an example 2 on track and 1 at risk has a total status value of 4. That divided with number of OKRs which is 3 in this case is 1,33. Rounded to the closest integer is 1 which is status on-track.

  • Finally if all children have the done status category the OKR is assigned to the done status

Linked Jira Issues

Jira issues can be linked to both Objectives and Key Results. A linked Jira issue automatically contribute its grade & status value to the parent OKR (automatic mode). The contribution depends on the issue status, issue children status and issue time tracking configurable in settings (picture below)

Grade calculation

Issue

Grade (progress)

Issue

Grade (progress)

Issue in a Jira done status

1

Issue with time tracking (picture below)

Jira time tracking progress

Epics issue (in-progress status)

  • An Epic with 10 child issues with 7 done has the grade 0.7

Jira Epic progress

Issue with sub-tasks

  • An issue 4 subtasks where 2 are done has the grade 0.5

Jira issue progress

All other issues

0

Status calculation (automatically calculated based on the issue progress described above)

Grade (progress)

Status

Grade (progress)

Status

0% - 19%

Off Track

20% - 59%

At Risk

60%-99%

On Track

100%

Done

Linked Jira Issue - Settings

Linked Jira Issue - Time tracking

Custom Weights

Often objectives, key results and linked Jira issues differ in size and importance. To capture that assign weights to children. Those weights are then used when calculating the parent automatic grading & status.