Getting Started with Leemu OKR

What is Leemu OKR?

Leemu OKR is a comprehensive Objectives and Key Results (OKR) management platform designed to help organizations set, track, and achieve their strategic goals. The platform provides tools for:

• Setting and tracking company, team, and personal objectives
• Measuring progress through key results and regular check-ins
• Aligning work across different organizational levels
• Strategic planning and goal management
• AI-powered assistance for OKR creation and refinement
• Collaboration and transparency across teams

Key ConceptsWhat are OKRs?

OKR stands for Objectives and Key Results:

• Objectives: Qualitative, inspirational goals that describe what you want to achieve

  • Example: "Become the market leader in customer satisfaction"

• Key Results: Quantitative, measurable outcomes that track progress toward the objective

  • Example: "Increase NPS score from 45 to 75"
  • Example: "Reduce customer support response time to under 2 hours"

OKR Hierarchy

Leemu OKR supports three levels of objectives:

1. Company OKRs: Organization-wide objectives that define strategic priorities
2. Team OKRs: Department or team-level objectives that support company goals
3. Personal OKRs: Individual objectives that contribute to team and company success

Key Results

Key Results are the measurable outcomes that indicate progress toward an objective. They can be measured in different ways:

• Number: Absolute numbers (e.g., 100 customers, 5 features)
• Percentage: Progress as a percentage (e.g., 75% completion)
• Currency: Monetary values (e.g., $100,000 revenue)
• Boolean: Yes/No completion (e.g., Launch completed)

Key Results can also have different directions:

• Increase: Progress toward a higher value
• Decrease: Progress toward a lower value
• Maintain: Keep a value within a specific range

Check-ins

Check-ins are regular progress updates on key results. They help:

• Track momentum and progress
• Identify blockers early
• Celebrate achievements
• Keep stakeholders informed

Strategic Goals

Strategic Goals are high-level, long-term goals that provide overarching direction. Multiple objectives can be linked to a single strategic goal to show how tactical work supports strategic vision.

User Roles and Permissions

Leemu OKR has four main user roles, each with different permissions:

Member (Default Role)

Permissions:

• Create and manage personal OKRs
• View company and team OKRs
• Submit check-ins on their own key results
• View reports and analytics
• Participate in teams
• Use AI Copilot (subject to usage limits)

Cannot:

• Manage other users
• Create company or team OKRs (unless assigned)
• Access billing settings
• Manage workspace settings

Team Admin

Permissions:

• All Member permissions, plus:
• Create and manage team OKRs
• Manage team members within their teams
• View team-specific analytics
• Assign objectives to team members

Cannot:

• Create company-wide OKRs
• Manage users outside their teams
• Access billing or workspace settings

Company Admin

Permissions:

• All Team Admin permissions, plus:
• Create and manage company OKRs
• Invite and manage all users
• Create and manage teams
• Access workspace settings
• View company-wide analytics
• Manage billing and subscriptions
• Configure integrations
• Manage strategic goals

Cannot:

• Access super admin features (platform-level management)

Super Admin (Platform Administrators Only)

This role is reserved for Leemu platform administrators and is not available to regular users.

Getting Started Checklist

When you first start using Leemu OKR, follow these steps:

For Company Admins

1. Complete your profile in Settings > Profile
2. Configure workspace settings (Settings > Workspace)
   • Set company name and logo
   • Configure timezone
3. Set up billing and choose your plan (Settings > Billing)
4. Invite team members (Settings > Workspace > Invite Users)
5. Create teams (Settings > Workspace > Teams)
6. Define strategic goals (Strategic Goals section)
7. Create company-level OKRs
8. Encourage teams to create aligned team OKRs

For Team Admins

1. Complete your profile in Settings > Profile
2. Review company OKRs to understand strategic direction
3. Create team OKRs aligned with company objectives
4. Assign objectives to team members
5. Set up regular check-in schedules
6. Monitor team progress on the dashboard

For Members

1. Complete your profile in Settings > Profile
2. Review company and team OKRs
3. Create personal OKRs aligned with team objectives
4. Set up regular check-in reminders
5. Submit weekly check-ins
6. Use AI Copilot to refine your OKRs

Navigation Overview

The main navigation menu includes:

• Dashboard: Overview of your OKRs, statistics, and recent activity
• Company OKRs: Organization-wide objectives
• Team OKRs: Team-level objectives
• My OKRs: Personal objectives
• Strategic Goals: Long-term strategic planning
• Copilot: AI-powered OKR assistant
• Calendar: View deadlines and important dates
• Reports: Analytics and progress reports
• Notifications: Activity updates and alerts
• Settings: Profile, workspace, and billing configuration

Best Practices

1. Start Small: Don't try to create too many OKRs at once. Start with 3-5 company objectives.

2. Align Vertically: Ensure team and personal OKRs support company objectives.

3. Make Key Results Measurable: Use specific numbers and timeframes.

4. Check In Regularly: Weekly check-ins keep momentum and catch issues early.

5. Be Ambitious: OKRs should be challenging. 70% achievement is considered excellent.

6. Review Quarterly: Assess and adjust OKRs every quarter.

7. Stay Transparent: Make OKRs visible across the organization.

8. Use the AI Copilot: Leverage AI assistance to refine and improve your OKRs.

Next Steps

Now that you understand the basics, proceed to:

• Authentication & Account Setup - Set up your account
• Dashboard Overview - Understand your dashboard
• OKR Management - Start creating OKRs

Need help? Check our Troubleshooting & FAQ section.