Forum Discussion
Is using Planner for tracking OKRs a good idea?
So our team has been trying to use Planner to track OKRs. We set up buckets for each objective and tasks for key results. It kinda works for a small team but now that leadership wants to roll it out company wide, its getting messy. Theres no way to show progress rollups from team-level OKRs to company-level ones, no percentage tracking on key results, and managers cant see a consolidated view across teams.
Has anyone found a decent way to make Planner work for OKR tracking at scale?
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Planner can work as a lightweight way to organize work around OKRs, but once you start trying to use it as an actual OKR platform, you run into the same limitations you mentioned. The biggest challenge for us was alignment. We could see tasks, but it was hard to understand how team goals rolled up into department or company goals, and reporting became very manual.
We looked at building some Power BI dashboards on top of Planner data, but it started feeling like we were creating an OKR system rather than using one. If you're already heavily invested in Teams, it may be worth looking at tools that are designed specifically for OKRs but live inside the Microsoft ecosystem. Especially now that Viva Goals is out of the picture. We ended up moving away from Planner for OKR tracking and keeping it focused on execution tasks instead. We currently use Teamflect for our OKRs and Planner syncs with it so our tasks and goals are still connected.
