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OKRs

Fernlace Software Works · OKRs · Raleigh, NC

Ethan Park runs planning at Fernlace Software Works, a 90-person scheduling-software startup in Raleigh, and he uses this to roll every key result up into its objective and its team so Monday's leadership meeting starts from one honest picture.

Any businessReportingLinked tables4 tables · 7 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 row action · 1 agent
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Check-in board

Key results
Not started3
Referral partners signedKR-5146Launch the partner referral program
Referral agreement template approvedKR-5149Launch the partner referral program
Partner portal pages builtKR-5152Launch the partner referral program
On track15
Median setup time for a new crewKR-5101Make onboarding finish in one sitting
Accounts finishing setup in the first sessionKR-5104Make onboarding finish in one sitting
Setup help requests per new accountKR-5107Make onboarding finish in one sitting
Public endpoints with full documentationKR-5113Ship the scheduling API to partners
Page load time on a cellular connectionKR-5119Cut page load time for field crews
10 more
At risk6
Partners live on the scheduling APIKR-5110Ship the scheduling API to partners
Customers moved to the new syncKR-5131Retire the legacy sync service
Sync errors per thousand jobsKR-5134Retire the legacy sync service
Renewal rateKR-5164Raise the renewal rate to 92 percent
Accounts with a health check doneKR-5167Raise the renewal rate to 92 percent
1 more
Behind3
Partner sandbox requests answered within two daysKR-5116Ship the scheduling API to partners
Services still using the legacy syncKR-5128Retire the legacy sync service
At-risk accounts with an owner planKR-5170Raise the renewal rate to 92 percent
Done3
Business days to close the monthKR-5182Close the books in five business days
Accounts reconciled automaticallyKR-5185Close the books in five business days
Expense reports approved within two daysKR-5188Close the books in five business days

Tables

Key results

30 sample rows · 13 columns

The measurable results behind each objective: where each started, its target and where it stands this week.

Key resultCodeObjectiveTeamOwnerMeasured inStarted at
Business days to close the monthKR-5182Close the books in five business daysPeople and FinanceIdris Calloway-Brandtdays9
Accounts reconciled automaticallyKR-5185Close the books in five business daysPeople and FinanceIdris Calloway-Brandtpercent60
Expense reports approved within two daysKR-5188Close the books in five business daysPeople and FinanceIdris Calloway-Brandtpercent70
Partner sandbox requests answered within two daysKR-5116Ship the scheduling API to partnersProductAnouk Verhaeghe-Dalepercent50
Referral agreement template approvedKR-5149Launch the partner referral programGrowthLucinda Okoyeapprovals0
Services still using the legacy syncKR-5128Retire the legacy sync serviceEngineeringCormac Eberhardtservices9
Customers moved to the new syncKR-5131Retire the legacy sync serviceEngineeringCormac Eberhardtcustomers0
Sync errors per thousand jobsKR-5134Retire the legacy sync serviceEngineeringCormac Eberhardterrors14
Partners live on the scheduling APIKR-5110Ship the scheduling API to partnersProductAnouk Verhaeghe-Dalepartners0
Public endpoints with full documentationKR-5113Ship the scheduling API to partnersProductAnouk Verhaeghe-Daleendpoints0
Median first response timeKR-5155Halve first-response time on support ticketsClient CareWinnifred Castellanominutes95
Tickets answered within one hourKR-5158Halve first-response time on support ticketsClient CareWinnifred Castellanopercent52

18 more rows

Objectives

10 sample rows · 12 columns

What each team has committed to this quarter, with its budget and how its key results are doing.

ObjectiveTeamOwnerQuarterStatusBudgetCommitted on
Close the books in five business daysPeople and FinanceIdris Calloway-BrandtQ4 2026Achieved$30,000Aug 22, 2026
Cut page load time for field crewsEngineeringCormac EberhardtQ4 2026On track$60,000Aug 26, 2026
Double qualified demo requestsGrowthLucinda OkoyeQ4 2026On track$95,000Aug 28, 2026
Halve first-response time on support ticketsClient CareWinnifred CastellanoQ4 2026On track$48,000Aug 25, 2026
Hire the fourth-quarter engineering cohortPeople and FinanceIdris Calloway-BrandtQ4 2026At risk$210,000Aug 22, 2026
Launch the partner referral programGrowthLucinda OkoyeQ4 2026Committed$70,000Sep 25, 2026
Make onboarding finish in one sittingProductAnouk Verhaeghe-DaleQ4 2026On track$85,000Aug 24, 2026
Raise the renewal rate to 92 percentClient CareWinnifred CastellanoQ4 2026At risk$55,000Aug 25, 2026
Retire the legacy sync serviceEngineeringCormac EberhardtQ4 2026Off track$140,000Aug 26, 2026
Ship the scheduling API to partnersProductAnouk Verhaeghe-DaleQ4 2026At risk$120,000Aug 24, 2026

Teams

5 sample rows · 10 columns

The standing teams that commit to objectives, with what each has taken on and how its results are going.

TeamTeam leadObjectivesKey results
Client CareWinnifred CastellanoHalve first-response time on support tickets, Raise the renewal rate to 92 percentMedian first response time, Tickets answered within one hour, Support articles rewritten, Renewal rate, Accounts with a health check done, At-risk accounts with an owner plan
EngineeringCormac EberhardtCut page load time for field crews, Retire the legacy sync servicePage load time on a cellular connection, Field screens passing the speed budget, Crash-free sessions, Services still using the legacy sync, Customers moved to the new sync, Sync errors per thousand jobs
GrowthLucinda OkoyeDouble qualified demo requests, Launch the partner referral programQualified demo requests each month, Landing pages with a tracked offer, Webinar sign-ups, Referral partners signed, Referral agreement template approved, Partner portal pages built
People and FinanceIdris Calloway-BrandtHire the fourth-quarter engineering cohort, Close the books in five business daysEngineers hired, Offers accepted within a week, Interview loops with a trained interviewer, Business days to close the month, Accounts reconciled automatically, Expense reports approved within two days
ProductAnouk Verhaeghe-DaleMake onboarding finish in one sitting, Ship the scheduling API to partnersMedian setup time for a new crew, Accounts finishing setup in the first session, Setup help requests per new account, Partners live on the scheduling API, Public endpoints with full documentation, Partner sandbox requests answered within two days

Forms and booking

Propose a key result

Form
Propose a key resultWhat a team lead fills in to add a measurable result under an objective.
What will you measure? *
Which objective does it serve? *
Which team owns it?
What unit is it measured in?
Where does it stand today?
What number are you aiming for?
When is it due?
Send to planning

Dashboards

Goals at a glance

Objectives
Objectives by status
  • On track4
  • At risk3
  • Off track1
  • Committed1
  • Achieved1
Budget by team$913,000

Also included

  • Write the Monday summaryRow action
  • Key results behind scheduleDigest
  • Objective at riskNotificationTells the head of planning the moment an objective is marked at risk.

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