Adding OKRs in Tability when you have multiple teams

This guide will show you the best way to structure your plans in Tability if you have multiple teams with different sets of OKRs.

📌 Watch the video

📌 The model

Here we'll use a fictitious company called Acme Inc that is organized as such:

Leadership
- Product
- Marketing
- Support

They signed up for Tability, and they now need to add OKRs for each team.

📌 Naming convention

In order to keep track of each quarter separately, it is recommended to prefix each plan name with the corresponding quarter.

For instance, if we're in 2022 Q1, then each plan will be named 2022 Q1 <team> OKRs.

📌 How to organize your workspace

Step 1. Create a top-level plan for the Leadership team

First, they create a plan in Tability for the leadership team that they name 2022 Q1 Acme OKRs. They name it after the company since it is the top-level plan.

Step 2. Create sub-plans for the other teams.

Now that the top-level plan is live, they can create sub-plans underneath for the other teams.

2022 Q1 Product OKRs for the Product team
2022 Q1 Marketing OKRs for the Marketing team
2022 Q1 Support OKRs for the Support team

They end up with a workspace structure looking like the picture below.

📌 Benefits of that approach

Scan OKRs with the Strategy Map

Once the plans are created, users can simply open the Strategy Map to compare the different OKRs and keep track of progress across the org.

No extra configuration is required, this map will automatically show you active plans in your workspace.

OKRs grouped by quarter

By prefixing the plan names with the quarter, you can keep your workspace organized when the next quarter comes. Create a new top-level plan for the leadership goals named 2022 Q2 OKRs and then add all the sub-plans underneath.

📌 Need help?

Our team will be happy to get on a call with you and show you how to best set things up for your org.

Just schedule an onboarding call with us!