Aligning Workstreams to OKRs and Creating Workstream Key Results

Introduction

Linking the team's execution on projects directly to your team's strategic objectives helps everyone stay focused on driving the right outcomes. Here are a few tips on how to best align projects managed in WorkBoard workstreams to your objectives.

  • You can align your Workstream at the Objective level to show work that's being done towards your OKR. Do this if the current status of a workstream is related to the success of an objective.
  • If progress on a workstream is key to achieving one of your team's objectives, then use the workstream as the direct source of data for the objective's key results. In this case you can choose whether the completion or average cycle time of work on one or more workstreams should automatically update the progress of your key results.

Aligning your Workstream to your Objective

  1. Hover over your objective on the My Objectives page and click on the Kebab.
  2. Select Edit Settings.
  3. Click on the Pencil next to your Objective.
  4. Scroll down on the pane. You will see one of two options. 
    • You will see the "Add Dependencies or Related Workstreams" if you do not have any OKRs aligned to your OKR or have not added any Workstreams already.
    • You will see "Workstreams supporting this OKR" if you have OKR dependencies or have already added Workstreams to your OKR.
  5. Use the Search box to find your Workstream and click on the checkbox to align it to your OK

     

     

  6. Click Save.
  7. A workstreams tab will now appear on your OKR when other people view it.

     

     

 

Creating a Workstream Key Result

You can measure your Key Result from 1 or more Workstreams and only on specific columns giving you the power to finitely gauge your KRs success.

  1. Hover over your objective on the My Objectives page and click on the Kebab.
  2. Select Edit Settings
  3. Select Add another Key Result
  4. Select Advanced Options
  5. Choose WorkBoard Workstreams
  6. Provide a name for your Key Result and search for an existing Workstream
    • Note: You cannot add Workstreams that you do not have access to. You will need to be on the Team or added to the Workstream by a Team Member in order to add a Workstream as a Key Result.
  7. Select how you would like to measure the workstream progress then choose Save.
    • Note: For Information on the different ways that you can Measure your Workstream, see Options for how to calculate progress at the end of this article. If you would like to measure specific columns on your workstreams then continue reading before saving.

 

Measuring Specific Workstream Columns on Custom Workstreams

If you select custom workstream with defined columns, you will have the option to narrow your selection even further down, to only measure the completion of work within specific columns. To select this option, click on the link Measure from specific column(s) from custom workstream(s), and search for columns from your selected workstreams 

Options on how to calculate the progress

Percentage completion: if you're looking to track the percentage of action items in the selected workstream(s) that were due and marked done during your objective's timeframe. Your result will be calculated as the number of completed action items with a due date in the objective's timeframe divided by the total number of actions in the timeframe.

Quantity complete: if you're looking to track the number of action items in the selected workstream(s) that were due and marked done during your objective's timeframe.

Average cycle time: if you're looking to track the average number of days it takes to complete the action items in the selected workstream(s) that are due during your objective's timeframe.

Note: The following factors affect the progress calculations of key results sourced from workstreams:

  • Only action items with a due date within the objective's date range are included in the key result calculation. If an action item does not have a due date, or if the due date falls before or after the timeframe of the objective, it will not be included. (In contrast, the progress you see at the top of the workstream's Board or List views includes all of the actions in the workstream, regardless of due date.)
  • Action items with a status of "Done" count towards the total complete. Action items with a status of "Pause," "Next," and "Doing" all count towards the incomplete total.
  • Action items with a greater level of effort count as a greater percentage of a workstream's progress than actions with a low level of effort.
Was this article helpful?
5 out of 5 found this helpful
Have more questions? Submit a request