Survey Key Results


Surveys allow you gather values from groups of people in our outside of your team once, daily, weekly, monthly or on a quarterly cadence. When you send a survey, you're requesting/delegating a portion of your Key Result to selected individuals with a total value you determine in the Key Result.


Steps to add a Survey Key Result:

  1. Add another Key Result to your Objective by hover over your Objective, clicking on the Kebab and selecting Edit.
  2. Select Add another key result
  3. Type in the name of the Survey and Select Advanced Options immediately.
    • If you accidentally hit Enter on your keyboard, select More Options and then Change Data Source Type to navigate to the Key Result Selector in the OKR Wizard.
  4. Select Survey Key Result

You now have 3 different Survey Options available:

  • Numerical
  • Yes/No
  • Scale

If you're unsure of the best way to get values from individuals with a Survey, please review the three survey options in this article (listed below).

Yes or No Surveys

If you choose Yes or No, you will be asked to set a target, and to calculate key result progress either by:

  • Counting the number of Yes responses
  • Counting the number of No responses
  • Calculating the percentage of Yes responses
  • Calculating the percentage of No responses

For example, if you want to achieve the key result 100% of team members complete competitive analysis course, ask the team to indicate whether or not they completed their training, set a target of 100%, and track the percentage of users who respond "Yes".

Select how often you want your team to respond to the survey (daily, weekly, monthly, quarterly).


Scale Surveys

Use Scale surveys to ask individuals to respond to a question by picking from a pre-specified numerical range. For example, use scale if you would like to ask team members to Rate the effectiveness of a training session. Set the upper limit as the best possible rating and the lower limit as the lowest possible outcome.


Numerical survey

Ask a question that will be answered by a number, currency value or percentage to gather exact values from several people at once.

Select an overall target for the survey, and calculate your key result progress either by:

  • Totaling all responses over all time.
  • Totaling responses each time data is collected - daily, weekly, monthly, or quarterly.
  • Averaging responses each time data is collected - daily, weekly, monthly, or quarterly.

Select the frequency of your survey (daily, weekly, monthly, quarterly) to indicate how often you would like data to be collected.

For example, if you want to see the number of Backlog tickets resolved by the team over the quarter, select Total of all responses over time. Each person will provide their progress on resolved backlog tickets, and Workboard will total your overall progress for the quarter.




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