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How are you managing OKRs with JPD?

Seth Mason

How are you all mapping JPD ideas to Goals? I can set the field "Goals" to be an OKR, but is there any way to see rollup progress? Most solutions require an external tool and I'm doubting that many of those external tools/products work with JPD.

We've map engineering epic's (in their own projects) to Ideas in JPD. JPD's are organized under "Goals" which are in essence OKRs.

Accepted answers

Margo Sakova - OKR Board for Jira by Oboard

Hi @Seth Mason

Here is an option for JPD:

"Goal" as a strategic company objective
"Category" as a department objective
"Idea" as key result
"Delivery Progress" attached to each Idea / Key Result to automatically calculate the score
Custom field for the cases, where the KR progress needs to be updated manually

I've covered it in detail in my recent article on configuring Jira for OKRs.
Let me know what you think about it 😊

All comments

Tanguy Crusson

Hi @Seth Mason , FYI where we're going with this is we're going to integrate with Atlas , which covers goals/sub-goals which you can use as OKRs - and report on progress for those. This means that you'll be able to add an "Atlas Goals" field to a view and use those to set goals to ideas, and visualize which ideas ladder up to which goals.

Matt Schroyer_9wcb58

That would be great.

Seth Mason

Great. @Tanguy Crusson is there a timeline for the support of Atlas?

Tanguy Crusson

@Seth Mason we don't generally comment on timelines for the delivery of features. Not because we want to hide anything but because we genuinely don't know what will happen that can make us have to change plans mid-flight 😅

In the meantime, what we've seen teams do is create a corresponding "Goal" field in JPD with values whose names match the Atlas ones. It's not perfect but since creating goals is not a high frequency operation it seems to work OK for now.

gelgun

Thanks, I was looking for this.

Jaime Capitel (resolution)

Is there an estimated delivery time for integrating Atlas goals in JPD?

Tanguy Crusson

It's there already, and I've turned it on for your site. Demo here for how to use it: https://www.loom.com/share/9489c20d9ff243cd95882bf4c502ba87

Jaime Capitel (resolution)

Thank you so much Tanguy! Gold!

Jaime Capitel (resolution)

Hi @Tanguy Crusson,

I can see the field and add it to a view, but the values of our goals are not loading. Is any configuration necessary?

Kamil Borowiec_x5a9f8

Hi, can I request to turn on this wonderful feature for my JPD?

Tanguy Crusson

done

Lukas Neumann

Hello @Tanguy Crusson , could I ask you to turn on the feature for our tenant? We would like to use JPD with Atlas. Thank you

Margo Sakova - OKR Board for Jira by Oboard

Hi @Seth Mason

Here is an option for JPD:

"Goal" as a strategic company objective
"Category" as a department objective
"Idea" as key result
"Delivery Progress" attached to each Idea / Key Result to automatically calculate the score
Custom field for the cases, where the KR progress needs to be updated manually

I've covered it in detail in my recent article on configuring Jira for OKRs.
Let me know what you think about it 😊

Ted Henry_lnn7wp

@Margo Sakova - OKR Board for Jira by Oboard - this guide is fantastic and answers many of my questions on this topic. Thanks for creating it.

Margo Sakova - OKR Board for Jira by Oboard

You're welcome! Always happy to help

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