In this guide, we’ll show you how to customize a pre-built Mattermost Playbooks template to create your own reusable process playbook. Combining that checklist with direct connections to discussion channels and tracking boards with all updates on all goals helps teams collaborate, course-correct, hit milestones and unblock work, or even adjust expectations before the last minute. By creating a runbook with all the necessary steps, your teams can be sure that goals are created and tracked in the open and every involved team member across the company is accounted for. Now you too can codify your process right inside Mattermost in an integrated checklist and collaborative space with templates and guidelines for OKR best practices. We have found our tools minimize the impact of the “work overhead” associated with planning, and free up time for executing on the plan. To support this regular cycle, we built shared checklists, kanban boards, and communication channels for some light collaboration outside of live meetings. Multiple levels of OKRs support each other and the highest level company-wide goals so that we’re all pedaling in sync to deliver well-integrated and quality products. For example, at Mattermost we work with Objective Key Results (OKRs) for each quarter, in every department. On both fronts, this makes staying aligned and putting daily work in context not only a challenge but a major blocker to everyone’s success.įor a given planning cycle, teams need to be able to work together to create their goals and to communicate plans to other teams. Team leads and executives manage multitudes of reporting tools and departments while contributors often have little visibility into the process of creating goals or the progress towards achieving those goals. Creating, managing, and tracking high level goals can be incredibly burdensome and complex for organizations with numerous stakeholders and cross-functional collaboration.
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