OKR Integration¶

OKR (Objectives and Key Results) is a goal-setting framework popularized by Intel and Google.

OKR Structure¶

graph TD
    D[OKR Document] --> O1[Objective 1]
    D --> O2[Objective 2]
    O1 --> KR1[Key Result 1.1]
    O1 --> KR2[Key Result 1.2]
    O2 --> KR3[Key Result 2.1]

Component	Purpose	Characteristics
Objective	What you want to achieve	Qualitative, inspirational
Key Result	How you measure success	Quantitative, measurable

OKR Scoring¶

OKRs use a 0.0-1.0 scoring scale:

Score	Grade	Meaning
0.9-1.0	A	Exceeded expectations
0.7-0.89	B	Achieved target (success)
0.4-0.69	C	Partial achievement
0.2-0.39	D	Below expectations
0.0-0.19	F	Not achieved

0.7 is Success

In OKR methodology, achieving 70% is considered a success. Setting ambitious goals means 100% achievement is rare.

OKR Types¶

import "github.com/grokify/prism-execution/goals/okr"

type OKRDocument struct {
    Schema     string       `json:"$schema,omitempty"`
    Metadata   *Metadata    `json:"metadata,omitempty"`
    Theme      string       `json:"theme,omitempty"`
    Objectives []Objective  `json:"objectives"`
    Risks      []Risk       `json:"risks,omitempty"`
}

type Objective struct {
    ID          string      `json:"id,omitempty"`
    Title       string      `json:"title"`
    Description string      `json:"description,omitempty"`
    Owner       string      `json:"owner,omitempty"`
    KeyResults  []KeyResult `json:"keyResults"`
    Progress    float64     `json:"progress,omitempty"`  // Calculated
}

type KeyResult struct {
    ID         string  `json:"id,omitempty"`
    Title      string  `json:"title"`
    Metric     string  `json:"metric,omitempty"`
    Baseline   string  `json:"baseline,omitempty"`
    Target     string  `json:"target,omitempty"`
    Current    string  `json:"current,omitempty"`
    Score      float64 `json:"score,omitempty"`       // 0.0-1.0
    Confidence string  `json:"confidence,omitempty"`  // Low, Medium, High
}

PRD Integration¶

Reference External OKR¶

doc.Goals = &prd.GoalsAlignment{
    OKRRef: &prd.GoalReference{
        ID:      "OKR-2025-Q1",
        Path:    "./goals/2025-q1.okr.json",
        Version: "1.0.0",
    },
    AlignedObjectives: map[string]string{
        "BO-1": "O1",      // Business Objective -> OKR Objective
        "PG-1": "O2",      // Product Goal -> OKR Objective
        "SM-1": "O1-KR1",  // Success Metric -> Key Result
    },
}

Embed OKR in PRD¶

doc.Goals = &prd.GoalsAlignment{
    OKR: &okr.OKRDocument{
        Metadata: &okr.Metadata{
            Name:   "Q1 2025 Product OKRs",
            Period: "2025-Q1",
            Owner:  "Product Team",
        },
        Theme: "Customer Experience Excellence",
        Objectives: []okr.Objective{
            {
                ID:    "O1",
                Title: "Improve customer self-service",
                Owner: "Jane Doe",
                KeyResults: []okr.KeyResult{
                    {
                        ID:     "O1-KR1",
                        Title:  "Reduce support tickets by 30%",
                        Target: "-30%",
                        Score:  0.0,
                    },
                    {
                        ID:     "O1-KR2",
                        Title:  "Achieve 80% portal adoption",
                        Target: "80%",
                        Score:  0.0,
                    },
                },
            },
        },
    },
    AlignedObjectives: map[string]string{
        "BO-1": "O1",
        "SM-1": "O1-KR1",
    },
}

Mapping PRD to OKR¶

PRD Element	OKR Element
Business Objective	Objective
Product Goal	Objective
Success Metric	Key Result
Target value	Key Result target
Current baseline	Key Result baseline

Roadmap Item Linking¶

rmi.RoadmapItem links to OKR objectives and key results independently of PRD mapping, so RICE-scored execution work can be rolled up against goals directly:

import (
    "github.com/grokify/prism-roadmap/rmi"
    "github.com/grokify/prism-roadmap/goals/okr"
)

item := rmi.NewRoadmapItem("RMI-1", "Onboarding revamp", prioritization.MoSCoWMustHave).
    WithRICE(prioritization.NewRICEScore("RMI-1", 1000, prioritization.ImpactHigh, prioritization.ConfidenceHigh, 2.0))

item.AddObjectiveRef("OBJ-activation")   // supports an objective
item.AddKeyResultRef("OBJ-activation-KR1") // advances a specific key result

item.SupportsObjective("OBJ-activation") // true

Rolling up RICE by objective¶

RICEByObjective answers "how much prioritized effort is actually backing each objective?" — one ObjectiveRICE per objective, ordered by TotalRICE descending. Objectives with no linked items are included with zero aggregates, so coverage gaps stay visible instead of silently disappearing:

rollups := rmi.RICEByObjective(items, doc.Objectives)
for _, r := range rollups {
    fmt.Printf("%s: total RICE %.0f across %d scored items (mean %.0f, top %.0f)\n",
        r.ObjectiveTitle, r.TotalRICE, r.ScoredCount, r.MeanRICE, r.TopRICE)
}

rmi.UnlinkedScoredItems(items) returns RICE-scored items with no ObjectiveRefs — prioritized work that isn't tied to any goal, worth a second look during planning.

Progress Calculation¶

// Calculate objective progress from key results
obj.UpdateProgress()  // Sets obj.Progress

// Calculate document progress
progress := doc.CalculateOverallProgress()

// Get score grade
grade := okr.ScoreGrade(0.75)  // "B"
desc := okr.ScoreDescription(0.75)  // "Achieved target"

Validation¶

errs := doc.Goals.OKR.Validate(okr.DefaultValidationOptions())

if !okr.IsValid(errs) {
    for _, e := range okr.Errors(errs) {
        fmt.Printf("Error: %s - %s\n", e.Path, e.Message)
    }
}

Validation Options¶

opts := &okr.ValidationOptions{
    RequireKeyResults:   true,  // Each objective must have KRs
    RequireScores:       false, // Scores not required initially
    MinKeyResultsPerObj: 2,     // At least 2 KRs per objective
    MaxKeyResultsPerObj: 5,     // At most 5 KRs per objective
    MaxObjectives:       5,     // At most 5 objectives
    RequireTargets:      true,  // KRs must have targets
    ValidateScoreRange:  true,  // Scores must be 0.0-1.0
}

Example OKR JSON¶

{
  "metadata": {
    "id": "OKR-2025-Q1",
    "name": "Q1 2025 Product OKRs",
    "period": "2025-Q1",
    "owner": "Product Team",
    "status": "Active"
  },
  "theme": "Customer Experience Excellence",
  "objectives": [
    {
      "id": "O1",
      "title": "Improve customer self-service experience",
      "owner": "Jane Doe",
      "keyResults": [
        {
          "id": "O1-KR1",
          "title": "Reduce support tickets by 30%",
          "metric": "support_tickets",
          "baseline": "1000/month",
          "target": "700/month",
          "current": "850/month",
          "score": 0.5,
          "confidence": "Medium"
        },
        {
          "id": "O1-KR2",
          "title": "Achieve 80% portal adoption rate",
          "metric": "portal_adoption",
          "baseline": "40%",
          "target": "80%",
          "current": "65%",
          "score": 0.625,
          "confidence": "High"
        }
      ],
      "progress": 0.5625
    },
    {
      "id": "O2",
      "title": "Launch new analytics dashboard",
      "owner": "Bob Smith",
      "keyResults": [
        {
          "id": "O2-KR1",
          "title": "Complete beta with 50 customers",
          "target": "50 customers",
          "score": 0.0
        }
      ]
    }
  ],
  "risks": [
    {
      "title": "Resource constraints",
      "impact": "Medium",
      "mitigation": "Prioritize critical features"
    }
  ]
}

Best Practices¶

Writing Good Objectives¶

Qualitative - Describe the outcome, not the metric
Inspirational - Motivate the team
Achievable - Challenging but realistic
Time-bound - Typically quarterly

Good Objective Examples

"Delight customers with instant support"
"Build the fastest checkout experience"
"Become the trusted partner for enterprise clients"

Writing Good Key Results¶

Measurable - Specific numbers
Outcome-focused - Not activities
Stretch goals - 70% achievement = success
3-5 per objective - Keep focused

Good Key Result Examples

"Reduce page load time from 3s to 1s"
"Increase NPS from 40 to 60"
"Achieve 99.9% uptime"