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Core path

The OKR cycle

Configure the reminder emails that keep OKRs current without personally chasing every owner.

A KPI-linked key result updates itself. Everything else needs someone to be nudged into checking in.

Execution → OKR Scheduler holds one or more named schedule plans, laid out across the four quarters of a chosen year. Each reminder in a plan is a genuinely configurable automated email: Recipient* (the group or user who receives it), Link to page* (which OKR page the email's URL points to), a free-text Message, Frequency* (Yearly, Quarterly, Monthly, Bi-weekly, or Weekly), a Due on the rule for exactly when in that period it's due, and Send reminder — a number of days (or other unit) before that due date the email actually goes out. Reminders sit in two separate lists: Update OKRs — nudging people to keep their own figures current — and OKR retrospective, a second list for scheduling the review meeting itself. Each has its own + Add reminder, but both share the same fields.

Above both lists, a quarter timeline plots every reminder's actual future send dates as small numbered markers, colour-coded per reminder — so a bi-weekly reminder shows up as a dense trail of dots across the year, while a quarterly one shows up once per quarter. It's a preview of the emails that are actually about to go out, not just an abstract cadence setting.

This is what "keeping OKRs current without chasing people" really means in the product: not automation of the numbers themselves, but a scheduled nudge to whoever's Responsible, sent to the right page, on a cadence you set once.

Reading a key result table means reading Progress alongside Status — a status like At risk can appear even when Progress looks reasonable on paper, because Status is always a manual judgement call (9.2) about trajectory and blockers that a percentage alone doesn't capture.

The OKR Scheduler page for 2026 under the Demo Schedule plan, showing a quarter timeline of numbered reminder markers across Q1 to Q4, above an Update OKRs table listing three reminders (C-Level/Corporate/Quarterly, Employee/My OKRs/Bi-weekly, Head of department/My OKRs/Monthly) with their Reminder offsets and Messages, and an OKR retrospective table with one Quarterly reminder to Employees, each row with + Add reminder beneath it.
  1. 1The quarter timeline — each numbered marker is one reminder's actual future send date
  2. 2Update OKRs — reminders #1–3, nudging people to update their own figures
  3. 3OKR retrospective — a separate list, reminder #4, for the review meeting itself
  4. 4Recipient, Email links to, Frequency, Reminder (send-ahead), Message — the same columns in both lists

ValueWorks 2026.08

Takeaways

  • The OKR Scheduler configures automated reminder emails — Recipient, the page it links to, a message, Frequency (Yearly/Quarterly/Monthly/Bi-weekly/Weekly), a due-date rule, and how many days ahead it sends.

  • Reminders split into two lists: Update OKRs (nudging people to update figures) and OKR retrospective (nudging people about the review meeting) — same fields, separate tables.

  • The quarter timeline shows each reminder's real future send dates, not just an abstract cadence.

  • Read Status alongside Progress — Status is always manual (9.2), so a status like At risk can appear even when the percentage looks fine.

Surfaces covered

  • OKR Scheduler
  • Check-in cadence
  • Reading progress and status (e.g. *At risk*)

Also taught in the Academy

Module 9 · OKR

Take it as lesson 9.4 in Business Analyst & FP&A