Noteikt ceturkšņa rezultātus un rādītājus

Kad izmantot

Use this at the start of every quarter, or whenever the owner resets direction mid-year. Not for the annual priorities themselves — those come from growth.annual-plan; this playbook breaks one quarter of them into measurable outcomes. Not for checking progress mid-quarter — that is growth.monthly-growth-review, which reads what this playbook wrote. Not for running a single experiment against a key result — that is growth.run-experiment.

Pirms sāc

• Last quarter's OKR set is closed: every key result has a final score and one line of "why", written in or after growth.monthly-growth-review.
• The owner has stated the 1–3 things that must move this quarter, even in one sentence.
• For each candidate measure, the agent knows where the number will come from (which module, report or dashboard) — if not, that is a finding, not a blocker.

Ko izpilde pieprasa2

Ceļš9 soļi

1. S1

   Close the books on last quarteraģents

   Pull the final score of every key result from the goals module and the underlying numbers from their sources.

   Izdarīts, kad each objective from last quarter has a score (0.0–1.0) and a one-line cause, written next to it.

   ⛔ A key result with no recorded baseline or source cannot be scored — mark it "unmeasured" and carry that as a finding into S5.

2. S2

   Collect the owner's intentaģents

   Ask the owner: what must be true at the end of this quarter, what will be deliberately NOT worked on, and what changed since the annual plan.

   Izdarīts, kad the owner's answers are written back to them in three lines and confirmed.

3. S3

   Draft candidate objectivesaģents

   Write 4–6 candidate objectives as outcomes ("repeat customers buy without a discount"), each with 2–3 draft key results as measures with a number and a date ("repeat purchase rate from 11% to 16% by 31 Mar").

   Izdarīts, kad a draft sheet exists with, per objective: the outcome, the key results, the current baseline and the data source for each.

4. S4

   Choose the quarter's objectivesīpašnieksvajag apstiprinājumu · īpašnieks

   Apstiprinājums · S4 · īpašnieks — izpilde apstājas, līdz nosaukts cilvēks ieraksta lēmumu

   Present the candidates with baselines, data sources and a recommendation; the owner picks 3–5 and may merge or reword.

   Izdarīts, kad the owner has named the final objectives and dropped the rest, and the choice is recorded with date.

5. S5

   Make every key result measurableaģents

   For each key result: fix the baseline (pull the actual current number), fix the target and end date, and name the source that will produce the number at scoring time.

   Izdarīts, kad no key result lacks a baseline, a target and a named source.

   ⛔ "Improve customer satisfaction" is not a key result. If no data source exists for a measure, either pick a measurable proxy now or flag it to the owner in S6 — do not leave it vague.

6. S6

   Approve the final setīpašnieksvajag apstiprinājumu · īpašnieks

   Apstiprinājums · S6 · īpašnieks — izpilde apstājas, līdz nosaukts cilvēks ieraksta lēmumu

   Show the complete set — objectives, key results, baselines, targets, sources, owners-proposed — and get an explicit yes.

   Izdarīts, kad the owner has approved the set as written, and any change from S4 is recorded.

7. S7

   Record the setaģents

   Create one goal per objective in the goals module (bc goals add), key results as its measures with baselines and targets; link each objective to the annual-plan priority it serves; create a task per objective owner with the checkpoint dates (bc tasks add).

   Izdarīts, kad the goals module shows the quarter's set with owners, and each goal names its annual priority.

8. S8

   Publish and briefaģents

   Send the one-page set to the team: the objectives, who owns each, what will NOT be worked on, and when the reviews happen. Walk the team through it in the next weekly meeting or a short call.

   Izdarīts, kad the summary is sent and the briefing has happened (or is booked with a date).

9. S9

   Schedule the checkpointsaģents

   Put three review points in the calendar — roughly at weeks 4, 9 and 13 — each linked to growth.monthly-growth-review, with the goals from S7 attached.

   Izdarīts, kad the calendar shows the three checkpoints with the goals linked.

Pārbaudes — kā zinām, ka izdevās

• Count of objectives is 3–5 (fewer is fine; more is a finding to raise with the owner).
• Every key result reads as number → number by date, and its source is named and reachable by the agent.
• Every objective has exactly one named owner.
• Each objective traces to an annual-plan priority or to an explicit owner decision recorded in S2.
• The first checkpoint date is inside the quarter, not after it.

Ja noiet greizi

Ko atstāj katrs solis

1. S1each objective from last quarter has a score (0.0–1.0) and a one-line cause, written next to it.
2. S2the owner's answers are written back to them in three lines and confirmed.
3. S3a draft sheet exists with, per objective: the outcome, the key results, the current baseline and the data source for each.
4. S4the owner has named the final objectives and dropped the rest, and the choice is recorded with date.
5. S5no key result lacks a baseline, a target and a named source.
6. S6the owner has approved the set as written, and any change from S4 is recorded.
7. S7the goals module shows the quarter's set with owners, and each goal names its annual priority.
8. S8the summary is sent and the briefing has happened (or is booked with a date).
9. S9the calendar shows the three checkpoints with the goals linked.

Ko saglabāt

The owner's intent answers (S2) · the draft sheet with baselines and sources · the owner's choice and approval with dates (S4, S6) · the goals-module ids for the quarter's set · the checkpoint dates · the one-page summary as sent.

Kā šī procedūra uzlabojas

After every 4 runs (one year) ask: how many days from quarter start to a published set, and what delayed it? How many key results were scored "unmeasured" and why? Did any objective have no owner or no trace to the annual plan? Did the monthly reviews actually use these goals, or did the team track something else? A new version fixes the step that caused the delay or the unmeasured result, and says so in its change note.