OKRs
Upperbrook Mill Planning · OKRs · Portland, OR
Valentin Mwangi is the chief of staff at Upperbrook Mill Planning, a ninety-person startup that sells production planning software to sawmills, and he uses this to run every objective from kickoff to handoff on time.
Any businessProjectsTimeline3 tables · 6 views · 2 forms · 2 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this templateObjective timeline
ObjectivesMay 28, 2026Nov 24, 2026
Cut new-customer mill setup from nine days to four
Ship the saw-line changeover planner
Move every renewal into the shared forecast
Hire and seat the second support shift
Stand up a customer advisory council
Close the books in six working days
Retire the legacy export tool
Launch the planner mobile app
Open a Canadian sales region
Replace the planning-data warehouse
Cut p95 schedule-solve time under four seconds
Win back the lapsed enterprise accounts
Reach ninety percent on-time onboarding
Lift net revenue retention to 112 percent
Tables
Objectives
24 sample rows · 15 columnsEach company objective with its owner, kickoff and handoff dates and the budget committed to it.
| Objective | Cycle | Area | Owner | Status | Kickoff | Handoff |
|---|---|---|---|---|---|---|
| Cut new-customer mill setup from nine days to four | Closed cycle | Product | Philippa Okonjo-Lund | Handed off | May 28, 2026 | Aug 26, 2026 |
| Ship the saw-line changeover planner | Closed cycle | Engineering | Teodor Ashgrove | Handed off | May 30, 2026 | Aug 31, 2026 |
| Move every renewal into the shared forecast | Closed cycle | Sales | Cosima Haldenwang | Handed off | Jun 2, 2026 | Aug 21, 2026 |
| Hire and seat the second support shift | Closed cycle | People | Wilhelmina Quarterman | Handed off | Jun 5, 2026 | Sep 10, 2026 |
| Stand up a customer advisory council | Closed cycle | Customer success | Ferdinand Okwuosa | Handed off | Jun 7, 2026 | Sep 5, 2026 |
| Close the books in six working days | Closed cycle | Finance | Dorothea Kallstrom | Handed off | Jun 9, 2026 | Sep 7, 2026 |
| Retire the legacy export tool | Closed cycle | Engineering | Teodor Ashgrove | Handed off | Jun 12, 2026 | Sep 15, 2026 |
| Launch the planner mobile app | Closed cycle | Product | Philippa Okonjo-Lund | Dropped | Jun 17, 2026 | Aug 6, 2026 |
| Open a Canadian sales region | Closed cycle | Sales | Cosima Haldenwang | Dropped | Jun 22, 2026 | Aug 11, 2026 |
| Replace the planning-data warehouse | Current cycle | Engineering | Teodor Ashgrove | At risk | Aug 26, 2026 | Nov 2, 2026 |
| Cut p95 schedule-solve time under four seconds | Current cycle | Engineering | Teodor Ashgrove | On track | Aug 28, 2026 | Nov 19, 2026 |
| Win back the lapsed enterprise accounts | Current cycle | Sales | Cosima Haldenwang | At risk | Aug 30, 2026 | Nov 12, 2026 |
12 more rows
Key results
38 sample rows · 11 columnsThe measurable results that prove an objective landed, with where each stands against its target.
| Key result | Objective | Unit | Starting value | Target | Current | Status |
|---|---|---|---|---|---|---|
| Beta installs on shop-floor tablets | Launch the planner mobile app | installs | 0 | 200 | 0 | Not started |
| Qualified Canadian pipeline | Open a Canadian sales region | USD | 0 | 900,000 | 0 | Not started |
| Renewals tracked in the shared forecast | Move every renewal into the shared forecast | percent | 40 | 100 | 100 | Hit |
| Mills live within the first week | Cut new-customer mill setup from nine days to four | percent of new mills | 35 | 70 | 64 | Missed |
| Median setup days for new mills | Cut new-customer mill setup from nine days to four | days | 9 | 4 | 4 | Hit |
| Planner crashes per thousand sessions | Ship the saw-line changeover planner | crashes | 14 | 2 | 3 | Missed |
| Changeover plans created per week | Ship the saw-line changeover planner | plans | 20 | 300 | 342 | Hit |
| Advisory members signed | Stand up a customer advisory council | companies | 0 | 12 | 12 | Hit |
| Support seats filled on shift two | Hire and seat the second support shift | seats | 0 | 6 | 6 | Hit |
| Working days to close the books | Close the books in six working days | days | 11 | 6 | 6 | Hit |
| Median first reply time | Hire and seat the second support shift | minutes | 95 | 30 | 41 | Missed |
| Customers moved off the old export | Retire the legacy export tool | customers | 0 | 48 | 48 | Hit |
26 more rows
Also included
- Objective lifecycleStage rules
- Objectives at riskDigest
- Objective at riskNotificationTells the chief of staff the moment an objective slips so it reaches Monday's sync.
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