Close OKR

Overview

Closing Strategic Themes and OKRs (Objectives and Key Results) is an important step in their lifecycle. It is where you assess whether the goals you've set for a particular period (typically a quarter or a year) have been achieved.

This process involves reviewing the results, determining whether you have met, exceeded, or fallen short of your Key Results, and reflecting on the performance. It is a crucial part of goal-setting and continuous improvement in any organization.

By reviewing the OKRs at the end of the period, businesses can determine if everyone was working on the right things. Closing OKRs ensures that efforts were focused on what truly matters for the organization's success.
Closing OKRs allows the organization to hold individuals and teams accountable for their contributions. This accountability drives better performance and ensures that people understand how their work impacts the larger business objectives.
Whether a Key Result was achieved or not gives tangible insights into how the business is progressing toward its long-term goals. It also helps identify areas of underperformance and strengths that can be leveraged.
After closing OKRs, businesses often gather valuable data that can inform strategic decisions, such as whether the results indicate a shift in market conditions.

Close Strategic Theme and OKR

You can close Strategic Themes, sub-Strategic Themes, Objectives, sub-objectives, and Key Results on the OKR details side panel and the OKR details page.

You can close all sub-Strategic Themes, sub-objectives, and their KRs in one go when closing the Strategic Theme.
You can close all sub-objectives and their KRs in one go when closing the higher-level Objective.

For that reason, when closing your OKRs, consider starting with the top one.

On the OKR side panel

On the OKR Overview page, click the OKR to open the details side panel.
Click the Update button.
An update screen appears.
On the update screen, click the Close & grade link.
A screen for closing an OKR appears.
Fill in the details.
Click the Close strategic theme/Close objective/ Close key result button to finish the process.

On the OKR details page

On the OKR Overview page, click the OKR to open the details side panel.
Click the More actions (…) and select Details from the dropdown.
On the details page, click the Update button located in the upper right corner.
A screen for closing an OKR appears.
Fill in the details.
Click the Close strategic theme/Close objective/ Close key result button to finish the process.

Close OKR (screen)

You can enter the following data on the Close OKR screen:

Strategic Theme/sub-Strategic Theme	Objective/ sub-Objective	Key Result

Strategic Theme/sub-Strategic Theme	Objective/ sub-Objective	Key Result

Objective’s final update - Select the most appropriate status from the following options: Success, Incomplete, Failed, Rescheduled, or Cancelled. The selected status will also apply to all open sub-objectives and KRs. To set a different final status for the sub-items, you must close them before you close the parent Strategic Theme.	Objective’s final update - Select the most appropriate status from the following options: Success, Incomplete, Failed, Rescheduled, or Cancelled. The selected status will also apply to all open sub-objectives and KRs. To set a different final status for the sub-items, you must close them before you close the parent Objective.	Post a final update - Select the most appropriate status from the following options: Success, Incomplete, Failed, Rescheduled, or Cancelled. When you close a KR with the Cancelled status, its weight automatically switches to 0, ensuring it does not affect the progress of the parent Objective. You can change weights manually when assigning other statuses, like Failed or Rescheduled.
Write a short description of how the work on the strategic theme went - Briefly explain the reason behind closing the Strategic Theme to keep others informed.	Write a short description of how the work on the objective went - Briefly explain the reason behind closing the Objective to keep others informed.	Write a short description of how the work on the KR went and why you are closing it - Briefly explain the reason behind closing the Key Result to keep others informed.
Set a final grade - Assign a grade on a 0.0-1.0 scale reflecting achievement level. Here's a general guideline: 0.0 - No progress made. 0.3-0.5 - Minor progress achieved. 0.6-0.9 - Nearing the target, but not quite there. 1.0 - Objective fully achieved. The suggested grade is based on progress. Feel free to use your own grading scale if applicable. Toggle the Show full hierarchy to see all the sub-items. Toggle the Change items weight to 0 to automatically assign 0 to all sub-items. When you close a Strategic Theme with the Cancelled status, the Change items weight to 0 toggle will activate automatically.	Set a final grade - Assign a grade on a 0.0-1.0 scale reflecting achievement level. Here's a general guideline: 0.0 - No progress made. 0.3-0.5 - Minor progress achieved. 0.6-0.9 - Nearing the target, but not quite there. 1.0 - Objective fully achieved. The suggested grade is based on progress. Feel free to use your own grading scale if applicable. Toggle the Show full hierarchy to see all the sub-items. Toggle the Change items weight to 0 to automatically assign 0 to all sub-items. When you close an Objective with the Cancelled status, the Change items weight to 0 toggle will activate automatically.	Set a final grade - Assign a grade on a 0.0-1.0 scale reflecting achievement level. Here's a general guideline: 0.0 - No progress made. 0.3-0.5 - Minor progress achieved. 0.6-0.9 - Nearing the target, but not quite there. 1.0 - KR fully achieved. The suggested grade is based on progress. Feel free to use your own grading scale if applicable.