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    How to initialize Feishu OKR ?

    Overview
    In our daily work, some employees may deviate from the team in terms of priorities, or may have hard to align organizational objectives.
    Feishu has released OKRs to support all employees with objective alignment, track progress, commenting, dashboards, permission management. All in a single visualized management system.
    Throughout the OKR process, from development to follow-up to summary and scoring, data is easily absorbed. This makes it easy for teams to stay focused, get aligned, track progress and manage and coordinate their objectives.
    Procedure
    Search for OKR in Feishu Workplace. 

    Step 1: Initialize OKR cycle
    OKR cycle refers to the lifecycle of Management by Objectives (MBO) in a company. Teams in the company plan, follow up and review sets of OKRs in cycles. The OKR cycle is used to stay in line with the company's management. 
    Our OKR app offers a two-level combination of short-cycle and long-cycle (currently set as annual) OKRs. Annual OKRs help teams and individuals set year-round objectives that are aligned with the company's long-term strategies. 
    To set two-level OKR cycles, enable Annual OKR cycle during initialization. 
    Step 1: Submit the information form
    Fill in your name, phone number, email address, job title, company name, company size and other information in the form, read the Service Agreement and Privacy Policy, and then click Submit.

    Step 2: Set up the desired OKR cycles
    Select an OKR cycle as needed:
    • •​One month
    • •​Two months 
    • •​One quarter
    • •​Six months
    If the Two months option is checked, all employees are required to fill in the OKRs once every two months. The same rule applies to other options.

    Step 3: Set the official OKR activation time
    Select the desired time to officially activate the OKRs.
    Note: The official OKR activation time decides the first fillout time of the OKRs. When you have chosen Two months as the OKR cycle and Jan - Feb 2020 as the official OKR activation time, it indicates that the employees are required to first fill out the OKRs for January and February.

    Step 4: Set whether to enable annual OKRs
    If you choose not to enable annual OKRs, the employees are only required to fill out the cyclic OKRs configured in Step 2.
    If you choose to enable annual OKRs, the employees are required to fill out both the annual OKRs and the cyclic OKRs.
    Click OK to complete the setting. Configuration is done. Start your objective-aligned journey now!

    Tips
    Configure organizational structure
    Where to configure: Feishu Admin
    A properly configured organizational structure is critical to the alignment effect of OKR. Before using Feishu OKR, direct supervisors need to be configured for employees in the Feishu organizational structure.
    1. a.​Individual configuration
    1. b.​Batch configuration
    Configure availability range
    Where to configure: Company Admin
    You can complete authorization in 2 ways:
    Option 1
    Grant authorization by organizational structure. Click Authorize manually. You can select all, select a department or select individual employees.
    Option 2
    Grant authorization by rule. Click Authorize by rule. Rules can be configured based on conditions including Department and Employee type. Employees that meet all conditions will be added.
    Example:
    Condition 1 —— Department is "Test Department 3"
    Condition 2 —— Employee type is "Full-time employee"
    Authorization will be granted to employees that meet both condition 1 and 2, that is, "Full-time employee of Test Department 3".
    If the number of employees selected to be authorized exceeds the total number of seats, you'll receive an error message. You can view employees who aren't authorized to make changes accordingly. If you need to add more, please remove some authorized employees or call 400-0682-666 to purchase more seats.
    Find more
    You can view the OKR user guide and learn more about its features here: Workplace | How to use OKR?

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