Overview

WoBo Canvas simplifies the process of brainstorming and drafting OKRs, making it accessible and effective for teams new to OKRs and for experienced teams. With Canvas, your team can streamline the process, foster collaboration, and continually improve your OKR strategy for enhanced success. Let's explore how Canvas can help you master the art of OKRs.

Collaborating with WoBo Canvas 

Canvas enables your team to asynchronously prepare for an OKR setting session by providing a template for individual brainstorming. Teams can then have a collective discussion on their outcomes for the next quarter. Team members can contribute ideas for Objectives, Key Results, or the Parking Lot by addressing the following questions:

• What is the team trying to achieve?
• What are the most important near-term outcomes?
• What are some ideas or actions for the next-level team?

Teams can use the sticky notes to brainstorm, which can then be dragged directly into an Objectie or Key Result field within an OKR shell. You can also type Objectives and Key Results directly into the OKR shell, or use Co-Author for suggestions.

Publishing OKRs in WoBo Canvas

When your OKR shell is complete, you're ready to publish. Follow the steps below to publish your OKRs from Canvas:

1. In the upper right-hand corner of your OKR shell, click Publish OKRs.
2. Confirm the team, time period, and permission. 
3. Use the dropdown to edit the Key Result metrics including initial and target values, measurement type, KR owner, and update frequency.
4. Select Save & go back to make changes or click Publish OKRs when finished.

After publishing, you can continue to modify your canvas, or reuse it for future quarters. If you need to modify your Objective or Key Results after publishing, follow the steps below.

Editing an Objective

1. From the Objectives page, click the kebab menu (3 dots) next to the Objective you wish to edit. (Note: you can only edit the content of an Objective if you are the manager or co-manager on the team). 
2. Click the pencil to modify the following:
   • Title
   • Team & Owner
   • Start & End Date
   • Alignment
   • Visibility in the Organization
   • Objective Category
   • Dependencies & related workstreams
   • Add it to the Timeline view
3. Click Save to lock in your settings
4. Select Done to apply your changes

Editing a Key Result

1. Select the kebab menu (3 dots) next to the Key Result you wish to edit. (Note: you can only edit the content if you are the manager or co-manager on the team). 
2. Click Edit Settings to modify the following:
   • Ownership, Permissions, and Alignment
   • Result Values and Calculating Methods
   • Measurement Type:
     • Survey Key Results 
     • Mirroring a Key Result
     • Cascade a Key Result
     • Rolling Up a Key Result
     • Measuring Progress with a Workstream
     • Set KRs to automatically update with integrations
3. Click Save to lock in your settings