How to align your teams to company OKRs with Mirro

Summary

Miro is a visual collaboration platform that helps teams set aligned objectives across the organization. It allows users to define goals, break them into measurable key results with customized deadlines and metrics, and track progress toward company-wide alignment. By linking departmental and team objectives into a central hierarchy, Miro provides transparency into how individual goals relate to overarching corporate objectives. This connectivity empowers users to celebrate incremental progress and understand how their work impacts larger organizational goals.

Takeaways

• 😃 Miro enables teams to set objectives and key results with transparency
• 👥 Contributors can update progress towards goals in Miro
• 🎯 Key results allow objectives to be measurable based on milestones
• 📈 Custom metrics like percentages or counts can track key result progress
• ✅ Progress updates let teams celebrate successes along the way
• 🔗 Linking goals shows alignment from individual to company objectives
• 🌳 Visual hierarchy connects personal goals to broader company goals
• 👐 Everyone can see how their work ties into larger organizational progress
• 💡 Start defining objectives and key results in Miro to drive progress
• 🤝 Miro provides visibility so you don't feel alone in working towards goals

Q & A

What are some of the benefits of setting objectives in Miro?

Miro makes it easy to set and organize objectives at all levels while providing transparency. It allows teams to work towards common goals, celebrate progress, and align personal and team objectives to department and company goals.

How can teams measure progress on objectives in Miro?

In Miro, each goal can be measured using key results. Key results can have custom deadlines and measurement units to track progress in percentages, number of samples, etc.

How does Miro help with alignment of objectives?

Miro allows users to link parent and child objectives in a chart to visualize connections and alignment. This helps teams see how their goals connect to department and company objectives.

What example does the script provide of setting a team objective?

The script shows the Jasper team setting an objective to establish a new customer onboarding process by the next quarter. They define key results like signing up process, welcome email, and account setup guide.

How can individuals contribute to team objectives in Miro?

Team members can be added as contributors to objectives. This allows them to update key results as progress is made, keeping the whole team updated.

What departments are mentioned in the alignment example?

The script gives an example of aligning a Jasper team objective to a higher company-level goal of increasing customer retention. It also shows alignment to a product documentation goal.

Why is transparency important for objectives?

Transparency allows all users, even across teams and departments, to view progress on objectives. This keeps everyone on the same page working towards common goals.

How can Miro help celebrate progress?

As key results and objectives reach completion, users can update progress in Miro. This allows teams to visually track and celebrate small wins along the way.

What can managers gain from using Miro for objectives?

Managers can use Miro to gain a bird's-eye view of progress across multiple teams and objectives. This helps ensure alignment and identify any blocked objectives.

Why set objectives for individuals as well as teams?

Setting individual objectives in addition to team goals helps employees connect their work to the company's overall mission. It keeps everyone motivated and aligned.

Outlines

00:00

😊 Setting team goals and objectives in Miro

Paragraph 1 introduces how Miro enables teams to set objectives aligned to organizational goals. It illustrates this through an example of the Jasper team establishing a new customer onboarding process. Key results are used to measure progress towards the goal.

😃 Tracking key results and progress in Miro

Paragraph 2 explains how key results can be customized in Miro to have different deadlines and measurements. It shows how the Jasper team has defined specific key results to meet their onboarding process objective. Team members can update progress to share transparency across the team.

🤝 Aligning personal and team goals in Miro

Paragraph 3 demonstrates how Miro enables connecting objectives across levels to see alignment. The Jasper team goal links to higher company objectives and lower product documentation goals. This helps users see how their personal goals connect to larger organizational goals.

Keywords

💡objectives

Goals or targets that a team or organization wants to accomplish. The video discusses setting objectives at different levels (organization, department, team, individual) and organizing them in Miro to provide transparency. It gives the example of the Jasper team setting up a customer onboarding process objective.

💡key results

Specific measurable metrics that indicate progress towards achieving an objective. In Miro, key results are used to track objectives. The video illustrates defining different key results for the Jasper team's customer onboarding goal, like sign-up process and welcome email.

💡milestones

Major stages of progress on the way to completing an objective. The video states key results can have customized deadlines as milestones to reach the overarching objective.

💡contributors

Members of a team working together to achieve an objective. The video shows the Jasper team lead adding all members as contributors to the customer onboarding objective so everyone can update progress.

💡alignment

Linking smaller objectives to higher department or company goals so everything ladders up to a common purpose. The video demonstrates aligning the Jasper team goal to a broader company customer retention objective.

💡transparency

Open and clear communication about objectives and progress among all users. The video emphasizes how Miro enables setting objectives transparently across organization levels.

💡onboarding

The process of bringing new users or customers into an organization and preparing them to use services effectively. The Jasper team sets up an objective to establish a new customer onboarding process.

💡retention

Maintaining relationships with existing customers. One benefit of the Jasper team's onboarding goal is it ladders up to a company target of increasing customer retention.

💡documentation

Materials that explain how to use a product or service. The video links the Jasper team's objective to a product documentation goal for users.

💡progress

Forward movement towards full completion of an objective. Miro enables tracking progress through key results, seeing teammates' updates, and reviewing progress towards larger aligned goals.

Highlights

Miro makes it easy to set and organize objectives and provide transparency

Example of Jasper team establishing a new customer onboarding process

Goals in Miro can be measured using key results

Key results have deadlines and measurement units

Team members can update key results as progress is made

Progress can be shared for transparency

Objectives can be linked to show alignment

Linking parent and child objectives shows alignment

Chart shows alignment of connected objectives

Gain bird's eye view of overall progress

Define objectives and track progress

Set and organize objectives at all levels

Customize key results with deadlines and units

Link team and company objectives for alignment

See connection between personal and company goals

Transcripts

we often see goals that are defined only

at an organizational level

but what about the smaller objectives

for departments

teams or individuals miro makes it easy

for you to set and organize all

objectives while providing full

transparency to all users

to illustrate this we've chosen the

jasper team planning to establish a new

customer onboarding process

by the beginning of a new quarter to

make sure that this goal will happen

a new team objective will be added to

miro

each goal set in miro can be measured by

using key results

the jasper team will have in mind the

following to make sure that their

objective

will be reached define the sign up

process

create a welcome email craft a short

guide of the account setup

since an objective is reachable based on

milestones each key result can be

customized to have a different deadline

and its own particular measurement unit

for example the sign

up process will be measured in

percentages while the welcome email

creation will be measured in the number

of samples written

with miro it's easy to work as a team

towards a common goal

by adding contributors to the defined

objectives

judy adds all team members as

contributors so they can update the key

results as progress is made

in miro you can celebrate each small

step you take

for example judy feels like one of the

key results is almost finished

so she will update its progress which

will be shared with all her colleagues

for full transparency

with miro you can easily align the team

objectives to those of the department

and company by always checking them to

see how all the bigger objectives are

leading to the same purpose

for example judy knows that jasper's

objective can be linked to a higher one

at a company level which will increase

customer retention

by 70 at the same time

jasper's objective can be apparent for a

smaller one like the product

documentation goal

by linking them together it will be

easier for users to align their personal

goals

to the company's objectives once the

parent and child objectives are defined

each user will be able to check their

alignment in the chart and see how

they're all connected

with miro you will always feel that

you're a part of a greater goal in your

company

by gaining a bird's eye view of all the

progress

now it's your turn start defining

objectives in miro and keep in mind that

you are not alone

along the way