CSM OKRs

Field guide for CSMs on team OKRs

For more information visit GitLabs Objective and Key Results (OKRs) page.


Purpose

This page provides an overview of CSM team OKRs and the OKR process. The CSM teams use OKRs to empower the team and unlock the power of the scenius.

OKRs should provide continuous strategic alignment with the business. Our Big Rocks are our annual OKRs and our quarterly OKRs contribute to them.

Terminology

  • Objective: The Mission
  • Key Results: Measures of movement and behaviour
  • Initiatives: Activities that we theorise will move the key results in a direction that brings us closer to achieving the Objective.

Principles

OKRs Should be Inclusive (Segments, regions etc) and lean in to heavily into our bias towards asynchronous contributions.

Objectives

  • Outcome over output
  • Inspirational and aspirational
  • Avoid overlapping objectives
  • Business aligned

Key Results

  • Measurable
  • Standard format: <Verb> <measure> from <x> to <y>
  • Leading and lagging measures
  • No more than 3 to 5 Key Results per OKR

Process

Issue Board

For an overview of the current CSM OKRs, please see CSM OKR issue board

Proposing OKRs

For new OKRs, please open an issue using the CSM OKR issue template.

Lifecycle

In Draft

Under Review

Active

Closed

OKR Schedule

The CSM OKR timeline is as follows:

Quarter Start Task
4 weeks out VP shares top goals with leadership team for feedback
4 weeks out Leadership team collaboratively draft goals for next quarter and agree DRIs
4 weeks out Leadership team review current OKR status
2 weeks out Leadership team 50 minute draft review meeting. After, OKRs are put into GitLab and links are shared in #csm-updates Slack channel
2 weeks out Leadership team discusses with their respective teams and polishes OKRs
1 week out Closing ceremony and playback of previous OKRs
0 Update OKRs to be active
Last modified November 7, 2023: Move customer-success files in to place (de58a497)