Sitka Technology Group

An Overview of OKRs in Miradi Software

To respond to Nature Conservancy Canada’s RFP for organizational Objectives and Key Results (OKR) tools, Nick Salafsky from our partner Foundations of Success and I drafted a white paper detailing how the Miradi platform supports OKR-style strategy development.  

For many organizations, the initial foray into OKR analysis is done with a spreadsheet. However, our Miradi community can manage it within the platform itself. The white paper outlines the required four steps needed for a successful OKR strategy: 

  1. Define
    a. Define SMART objectives with key results

  2. Align
    a. Develop strategies and activities to support objectives and key results
    b. Link planned activities to supported objectives
    c. Assign responsibilities to departments and staff
    d. Define timeframes for completing activities and achieving key results 

  3. Track 
    a. Report progress on activities 
    b. Track progress on objectives and key results 

  4. Adapt 
    a. Staff to review progress with their managers and adapt OKRs if needed 

An organization using Miradi can unify OKRs at all levels, thereby avoiding a common pitfall of OKRs at lower levels in the organization drifting away from what is strategically important. As stated in the paper, “Miradi not only provides all the power of objectives and key results, it also enables alignment of strategies and objectives.” Miradi doesn’t simply nest OKRs along organizational lines; instead it allows individual departments to connect into the changes that are desired, supporting any objective where they can best contribute.   

This wholistic, collaborative approach to achieving big changes has been proven out through the use of the Conservation Standards by many organizations for many years. Interestingly, it can be applied in many different scenarios no matter the outcomes sought. 

If you’re interested in learning how Miradi specifically links OKRs to strategy, I invite you to download the white paper.  

If you have any questions or wish to discuss the Miradi platform in more detail, please don’t hesitate to contact me. 

Brian