1

Quarter Wrap Up

BetterWorks Customer Success

2

High-Level Quarter Over Quarter Transition Process

• Individuals update OKRs with most recent progress and submit an assessment (score, if scoring is enabled)

• Managers meet with individuals to review current quarters OKRs’ progress and assessment

• Each team conducts a OKR reflection meeting

• Archive current quarter OKRs (score, if scoring is enabled) with final assessment.

• Clone objective if the work applies to the next quarter

• Leadership team sets Top Company Objectives for next quarter

• Leadership team announces next quarter Top Company Objectives to the company

• As a team, review Top Company Objectives and team priorities to inform OKR setting

• Managers create OKRs so that individuals can be informed and can align their OKRs to the managers’ OKRs

• Individuals create OKRs in BetterWorks and align to their managers and peers as appropriate

• Managers meet with direct reports to review and fine-tune new quarter OKRs

1. Update & Assess 

2. Meet & Discuss 3. Archive 4. Set TCOs 5. Review & 

Prepare 6. Create 7. Create & Align

8. Review & Tune

For 1:1 meetings, leverage the PDF

printout of Objectives Summary from the

Profile page

Current Quarter Next Quarter

3

• Week of [DATE]- All employees perform a final check in on current quarter objectives

- Employees discuss current quarter OKRs with their managers by [DATE]

- Begin thinking about next quarter OKRs

• Week of [DATE]- Leadership meets to review current quarter Top Company Objectives and sets next quarter Top

Company Objectives

- Teams meet to review current quarter OKRs and share individual reflections

- All employees complete current quarter OKR reflections, assessments, and archival

- Top Company Objectives for next quarter announced by Leadership

• [DATE]: All next quarter objectives are in the system- Employees discuss and review OKRs with manager for quality and alignment

Reflecting on Current Quarter – Preparing for Next Quarter

Milestones by Week Template (Program Team to update)

4

Quarterly OKR Reflection Meeting Agenda and Tips

Sample OKR Reflection Meeting Agenda

• Aggregate OKR review (use Dashboard) • OKR review by each person (use Meeting View)

Share final progress and assessment (e.g., what worked? Challenges? Lessons learned?)

Document any additional comments Agree to close out vs. clone and continue the objective

• Begin to think about next quarter team priorities based on current quarter’s learnings and accomplishments

• Review BetterWorks best practices• Review next quarter OKR setting process and key dates

Each team (e.g., executive, functional, initiative-based, etc.) should hold an end-of-quarter OKR reflection meeting to review the quarter’s accomplishments and learnings, as well as to begin preparing for the new quarter.

Leverage Meeting View to review OKRs by team member

5

Quarter End Activities Instructions for Individuals

Discuss

During manager-direct report check-ins, discuss progress

toward objectives and reflect on the achievements and

opportunities. Managers are encouraged to

capture comments and feedback in

Assessment

Print Objective Summary PDF (in Profile) to bring to the meeting

Archive

Archive (and clone, if necessary)

objectives with final assessment

Update

Check-In on each objective to capture

final progress

Assess

Provide a self-assessment (score,

if scoring is enabled) on each

objective, reflecting on

accomplishments and learning

Assessment: Guiding Questions• Can I improve how I authored my objective?• Did I reach my objective; if not why? Did I underestimate dependencies?• Did I learn something that shaped the way I achieved my objective?

6

Sample OKR Calendar

Recommendation for Program Team: 

Create a customized OKR calendar with key dates for creating, reviewing, and archiving OKRs

SAMPLE

7

BetterWorks Best Practices

2. Check In, Adapt, Support Share progress, respond to

changing priorities, and support each other

throughout the quarter

1. Create and Align Develop OKRs and align the

organization for the Q4

3. Reflect and AssessAssess, reflect, and reset.

Document OKR assessment in BetterWorks and archive

current quarter OKRs

Quarter Begins Quarter Ends

Repeat!

8

AppendixKey Features for Quarter End

9

• Check in on each objective and capture final progress• Provide a self-assessment (score, if scoring is enabled) on each objective, reflecting on

accomplishments and learning• Can I improve how I authored my objective?• Did I reach my objective; if not why? Did I underestimate dependencies?• Did I learn something that shaped the way I achieved my objective?

• During manager-direct report check-ins, discuss progress toward objectives and reflect on the achievements and opportunities. Managers are encouraged to capture comments and feedback in Assessment

• Archive (and clone, if necessary) objectives with final assessment • Begin to think about your next quarter objectives

Wrapping up the Quarter

Defining Your Program

Quarter End Activities Instructions

10

Checking InLive Demo

1. View your objective.2. Post a comment (public or private) or @mention a colleague in the Timeline.3. Select Comment.

11

Assessing your objective

1. On the Objective detail page, open the Actions menu

2. Select Assess3. In the Assessment modal,

add comments reflecting on the progress and achievements. If scoring is enabled, score the objective

4. Click Save

Reflect on performance throughout the goal’s lifecycle

12

Print Objective SummaryLive Demo

1. Select your profile image/ name.2. Select the Printer icon at the top

right-hand of the page.3. In the Print Objective Summary 

window, select what you want to include in the summary, as well as, the date range.

4. Select Print.

13

Objective List: Archiving, Cloning, and Deleting

1. From the Objective List, select the goal.2. Select the Actions drop-down.3. Select Archive, Clone, or Delete.