Uptech is a Ukrainian product development studio. The company strongly relies on its mission and needs to align all the teams with a strategy to achieve it.
They faced the challenges of poor goals' achievement, weak responsibility zones, and lack of accountability of the team's progress while the team was growing rapidly.
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With the mission-oriented approach, OKRs methodology fits Uptech perfectly.
Starting from 2019, they began tracking OKRs in spreadsheets. Soon, they realized that simply putting all the goals into the spreadsheets is not work. Teams often forget about OKRs. What is more, manual updating and formatting spreadsheets are often time-consuming and frustrating.
*How Uptech tracked OKRs with spreadsheets at the beginning
Adapting the canonical OKR framework, Uptech found the rules that work best for them:
One of the issues Uptech faced was the low engagement of the team in the OKR process. At this stage, it is crucial to teach team leaders how to handle the OKR process and help them recognize its value.
Uptech conducted OKR Talk with funny illustrations to explain this process to the team. The Talk covered the OKR formula with scores, examples of common OKR mistakes, questions to discuss during check-ins, and each team member's value in the result. And some memes, of course.
The best practice is to make department leads responsible for setting OKRs. This is also a good way to engage them. If leaders suggest goals, they are more willing to take ownership over them.
Brainstorm goals together. During strategic sessions, department leads share data about the issues and opportunities in their units. Altogether, they brainstorm goals that will help to achieve positive outcomes for all the departments.
Asking employees. Uptech updated eNPS with questions that help to understand areas of improvement for the next OKRs period. All goals are transparent, and department leads announce when the next OKR session is coming. So, any employee can always see what OKRs they chose and influence them when they have something to contribute.
After realizing that spreadsheets are not a scalable way for tracking OKRs, Uptech was looking for an OKR tool. Most of the software were designed for large companies and overwhelmed with features. Moreover, they were costly: only annual packages and high fees for each user.
They get started with Plai - a performance management tool. Plai was designed for small and medium-sized teams and has a powerful free plan. Such flexibility allowed Uptech to test the tool and use it for free before their team would grow.
Easy onboarding: all teams switched from the spreadsheets to Plai in 1 week
Asynchronous real-time goal setting
Visibility of the team activity within the feed
Ability to use 1:1s, PDPs, praise to make the OKR process even stronger
Tips and templates for using OKRs, 1:1s that develop good habits in the team
Hope this guide was useful for you and will help you to make OKRs work for your team!
If you have any questions - feel free to contact us.
Plai received a score of 99% in customer satisfaction from G2 users, the highest for Objectives and Key results & Performance software.