Reflect and Reset from Previous OKRs


by Sameera Moinpour, VP of Customer Success, WorkBoard

In my work as an OKR coach, I get to work with teams across industries and at companies large and small. I may be the OKR world record holder, having facilitated over 1,000 OKR working sessions over the last few years! I love coaching teams on how to define and align OKRs, bring them to fruition and learn from their outcomes and I’m lucky to be a partner to some pretty amazing teams.

The best performing teams aren’t great by accident; they get better every quarter at:

  1. Agreeing on their best possible outcomes at quarter start.
    They are ambitious and have real conversations on where the most value is created so they make good trade offs
  2. Aligning laterally to drive the best organization outcomes.
    The opposite of fiefdoms, these teams seek out alignment and set joint OKRs that cross the org chart
  3. Leaning into insights with intellectual curiosity and honesty.
    They are seeking improvement rather than credit, and egos and politics don’t impede the team
  4. Focusing their time and capacity on their key results.
    They recognize that their results are singularly tied to their time and have the guts to avoid distractions and stay dialed into their results


Over the past month, I’ve worked with dozens of teams to reset their OKRs for the new quarter. As teams run their Reflect & Reset sessions, there is a distinct pattern in what the strongest teams celebrate, observe or learn, and decide to improve each quarter — and it’s how they get stronger over time.

“We just proved that when we put something out there for key results, we actually achieve it!”

Here are some of the insights from recent team Reflect & Reset sessions, that might help your team achieve its best possible this quarter:


  • We came together as a team to decide what mattered most!
  • Personally satisfying to see progress and trajectory to results
  • When we focus on key results, we really achieve them
  • Alignment transparency is awesome
  • WorkBoard reminded us to update OKRs weekly, which kept us focused
  • It was cool to see our impact!
  • Good, focused and valuable cross-team discussions done while trying to clarify OKRs/what are we trying to achieve
  • Constant focus on a stable target and alignment of everyone on the same target

Observe and Learn

  • Need more operational rigor and to use our meeting time on discussing KRs
  • Embrace the interdependencies we have and use more joint OKRs to get alignment
  • Too many OKRs – we can focus more
  • Be more accountable to each other by better utilization of WorkBoard to measure KRs, and their workstreams and tasks
  • Improve what we can measure
  • These need to be front-and-center!

“Align more broadly on fewer KRs.”


  • Improve operational rigor. Develop more discipline in paying attention to OKRs weekly so we identify risks and blockers earlier
  • Improve what we are measuring – are they truly KEY result? Do we have a way to measure? Do we need to baseline measurement this quarter? Do we need to instrument the measurement?
  • Take cross-functional alignment to the next level
  • Resolve misalignment earlier in quarter

“We need to localize this further into our org to really achieve our best.”

To help teams with retrospectives that move them forward, we use a couple tools. You can find them here – they include the questions to ask in the retro, a post-it team exercise for what you’ll celebrate, learn and improve, and my personal favorite, the Time Pie team exercise. Each of the retro tools help teams reconnect with their shared aspirations and achieve their best possible results together.

Success is a team sport and champion teams practice to improve their game (and they tap good coaches to help them along the way!).

Sameera Moinpour is the VP of Customer Success at WorkBoard. She works closely with enterprise leaders and their teams to define, align, measure their strategic priorities, and drive real time alignment. She facilitates the transition to the OKR methodology and enables a fast start and continued acceleration with WorkBoard. Sameera has facilitated and coached over 1000 teams on setting, aligning and achieving OKRs and leads the OKR Coach Certification Program at WorkBoard.

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