How do you use Planner?

With the https://medium.com/@mansoor.malik/a-few-updates-to-planner-integration-in-microsoft-teams-6e9683d1e085 to Planner, my small team has leaned in and made it our project management tool of choi...

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Joanna Budelman

Copper Contributor

Jul 23, 2018

Thanks your comment was helpful.
We are using it now. We recently created a bucket called "Weekly Commitments' this gives us a snapshot of the week. I think it is an improvement. I am looking for an affordable OKR system.

lhsanders

Copper Contributor

Sep 25, 2020

Joanna Budelman Hopefully by now, you have found a solution. However, I thought it best to share this information since I came searching for it.

I have started constructing an OKR system within Planner. This is my approach so far:

Create a bucket "Current OKR"
Create a checklist of KRs

Buckets are Blocker, < 25%, 50%,75% and completed OKRs

Labels are limited, so I made sure that I created On-track (green) and At-risk (red)

Objectives have a specific naming convention - OKR #1: Objective
Create individual tasks from the checklist - KR #1: Key Result (number relates to the objective)
Create a checklist underneath of KR to provide a thought process to achieve result.

This beats using an Excel or Word template and is a nice introductory way to push the OKR philosophy within a business.

I am definitely interested to read about any other clever ways people have adapted the OKR process within 365.

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