OKR Progress - Automatic Mode
- Johan Brodin
OKRs and linked items (Jira, monday.com) progress can be set manually by users or automatic by OKR by BOJA. All can be toggled between manual and automatic mode and this page focus on the automatic mode.
Automatic Mode
In automatic mode (auto) the solution calculates grade and status automatically based on child items grade and status. Example of child items are key results or linked Jira and monday.com items.
All items can be toggled between manual and auto mode. In the OKR table auto items have a post-fix (a) in the grade column.
Toggle between manual and auto progress mode
1. Calculation OKRs with children
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
2. Calculation linked Jira issues
Jira issues can be linked to both objectives and key results. The auto calculation for both grade and status are configured in the settings manager (see below)
Issue auto Grade
Issue | Grade (progress) |
|---|---|
Issue in a Jira done status | 1 |
Epics issue (in-progress status)
| Jira Epic progress |
Issue with sub-tasks
| Jira issue progress |
Issue with time tracking (picture below) | Jira time tracking progress |
All other issues | 0 |
Example: Issue with time tracking
Issue auto Status - based on issue grade (option 1 in settings manager)
Grade (progress) | Status |
|---|---|
0% - 19% | Off Track |
20% - 59% | At Risk |
60%-99% | On Track |
100% | Done |
Issue auto Status - based on Jira status mapped to OKR status (option 2 in settings manager)
3. Calculation linked monday.com items
Item grade and status are calculated according to below. Progress of items with sub-items are calculated based on the sub-items. All items can be switched between manual and automatic progress mode.
Grade calculation
Items | Grade (progress) |
|---|---|
Number of done status columns divided with all status columns
| 0% - 100% |
Items without done columns | 0 |
Status calculation
Grade (progress) | Status |
|---|---|
0% - 19% | Off Track |
20% - 59% | At Risk |
60%-99% | On Track |
100% | Done |
4. Calculation OKR auto Status (grade & due-date)
In OKR auto Status users cannot set status manually. Progress status is automatically calculated based on grade and time left to item due date configured in the settings manager.
Example Calculation |
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|---|---|
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Example If more then 60% of task duration has been consumed, and if grade is less then 50%, then set status At Risk
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