KALÉ — OKR Tutorial

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1. What are OKRs

Objectives and Key Results — the foundation of the tracker

OKR stands for Objectives and Key Results. It is a goal-setting framework that connects what your team wants to achieve (the Objective) with how you will measure success (the Key Results).

Objective

What you want to achieve

Qualitative, ambitious, inspirational. Answers "where are we going?"

e.g. "Become the reference Air Cargo Community System in LATAM"

Key Result (KR)

How you measure it

Quantitative, time-bound, verifiable. Each Objective has 2–5 KRs.

e.g. "Onboard 3 airports by Q4 with dwell time < 24h"

How OKRs work in this tracker

Go to the OKRs tab and click + New OKR.
Write a clear Objective, assign a responsible consultant and pick the period (Q1–Q4).
Add 2–5 Key Results, each with its target % (e.g. 100% completion, 80% adoption).
Save. The OKR appears under Active objectives with a progress slider per KR.
Update KR progress manually with the slider as work advances.

Tip Keep it to 3–5 OKRs per consultant per quarter. More than that dilutes focus and the Value Score becomes harder to read.

Remember An OKR by itself doesn't move forward — it advances when you link tasks to its Key Results (next section).

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2. Link tasks to OKRs

Connect daily work to your Key Results

OKRs define where you are going. Tasks define what you do to get there. Linking the two is what makes the tracker work: progress on tasks rolls up into KR progress, and KR progress into the Value Score.

Creating a linked task

Open the Link tasks tab and expand New linked task.
Fill Task name, pick the Consultant who owns it and set Priority (High / Medium / Low).
Select the Linked OKR, then choose which Key Result the task contributes to.
Enter Start date and Due date. The tracker uses these to calculate the expected progress curve.
Set the Current status: Pending Start In Progress Blocked Completed
Enter Current progress (%) — leave at 0 if not started yet.
Click Link and save. The task appears under Linked tasks and on the Task Board.

Expected % — calculated automatically

Expected % = days elapsed ÷ total days × 100

Once you fill in start and due dates, the tracker shows the Expected progress today. This is the baseline against which your actual progress is measured.

Tip Tasks that aren't linked to a KR don't count toward the Value Score. If a piece of work matters, it should map to an Objective — otherwise question whether it should be done at all.

Priority Use High sparingly. If everything is high, nothing is. The dashboard groups High / Medium / Low to spot misbalance.

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3. Track tasks

Update progress, read alerts, take action

Tracking is what turns the tool from a list into a management system. Each consultant updates their tasks regularly; the tracker compares actual vs expected progress and surfaces deviations on the dashboard.

Updating progress

Go to the Update tasks tab (or the ↻ Update tasks shortcut in the top bar).
Find your task and enter the new actual progress %.
Change status if needed (e.g. moving from In Progress to Blocked or Completed).
Save. The Task Board, Dashboard and Value Score refresh in real time.

Cadence Update your tasks at least twice a week. Tasks not updated for more than 3 days trigger a follow-up alert.

Reading the Task Board

The Task Board shows everything active in one place. Use the sorts to focus:

↓ Highest deviation ↓ Due soonest ↓ Lowest progress ↓ By consultant

The four KPI tiles at the top — Active, Deviation, Avg. progress, Completed — give the health of the portfolio at a glance.

Alerts and deviation

When actual progress lags expected by more than 20 points, the task is flagged on the Dashboard under Deviation alerts. Same goes for tasks without updates for 3+ days under Follow-up.

Status reference

≥ 80% · On target ✓ 40–79% · Monitor ⚡ < 40% · At risk ⚠

Value Score — how it all adds up

Value Score = Task progress avg × 60% + KR progress × 40%

The score combines two angles: execution (are tasks moving?) and outcomes (are KRs being hit?). Target: 80% or above per consultant.

Rhythm Review the dashboard weekly. Use Export → Weekly report to share a snapshot in the Teams General channel and keep the team aligned.