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OKR Management

Last Update 7 months ago

OKR Management Strategic Goals Key Results & Check-ins

Strategic Goals

Leemu Support

Last Update 7 months ago

Strategic Goals provide high-level, long-term direction that guides your OKRs. This guide explains how to create and use Strategic Goals in Leemu OKR.What are Strategic Goals?

Strategic Goals are overarching, long-term objectives that:

  • Define your organization's vision and direction
  • Span multiple quarters or years
  • Guide the creation of tactical OKRs
  • Provide context for decision-making
  • Align the entire organization

Key Difference from OKRs:

  • Strategic Goals: Long-term vision (1-3+ years)
  • OKRs: Shorter-term execution (quarterly or annual)
Examples

Strategic Goal:

Title: Become the market leader in customer experience
Timeline: 3 years
Description: Establish our company as the #1 choice for customers seeking excellent support and service

Supporting OKRs (Quarterly):

  • Q1: Reduce support response time to under 2 hours
  • Q2: Achieve 90% customer satisfaction rating
  • Q3: Launch proactive customer success program
  • Q4: Reach NPS score of 75+
Accessing Strategic Goals

Navigate to Strategic Goals from the main menu to:

  • View all strategic goals
  • Create new strategic goals
  • Edit existing ones
  • Track progress
  • Link to OKRs
Creating Strategic GoalsWho Can Create
  • Company Admins: Can create and manage all strategic goals
  • Team Admins & Members: Limited or no access (depends on settings)
Step-by-Step Creation

  1. Navigate to Strategic Goals

  2. Click "Create Strategic Goal" or "+ New Goal"

  3. Fill in the form:

    Goal Information:

    Title (required)

    • Clear, inspirational statement of the goal
    • Keep it memorable and motivational
    • Example: "Become the market leader in AI-powered analytics"

    Description (optional but recommended)

    • Detailed explanation of what success looks like
    • Why this goal matters
    • Context and background
    • Expected impact

    Owner (required)

    • Executive or senior leader responsible
    • Someone with authority to drive this goal
    • Typically C-level or VP

    Status (required)

    • Draft: Being planned, not yet official
    • Active: Current focus area
    • Completed: Successfully achieved
    • On Hold: Temporarily paused
    • Cancelled: No longer pursuing

    Priority (required)

    • Numeric ranking (1 = highest priority)
    • Use to indicate relative importance
    • Helps teams understand focus areas

    Target Date (optional)

    • When you aim to achieve this goal
    • Typically 1-3 years out
    • Can be approximate

  4. Click "Create Strategic Goal"

Example Strategic Goals

Example 1: Growth

Title: Triple annual recurring revenue Description: Grow from $10M to $30M ARR through new customer acquisition and expansion Owner: CEO Priority: 1 Target Date: December 2026 Status: Active

Example 2: Product

Title: Build the most comprehensive AI platform in our industry Description: Expand our AI capabilities to cover all use cases in the market Owner: CTO Priority: 2 Target Date: June 2027 Status: Active

Example 3: People

Title: Become a top 10 employer in tech Description: Build an exceptional culture and employee experience Owner: Chief People Officer Priority: 3 Target Date: December 2025 Status: Active Managing Strategic GoalsViewing Strategic Goals

List View:

  • See all strategic goals
  • Sort by priority, status, or target date
  • Filter by status
  • Search by title or description

Detail View: Click any strategic goal to see:

  • Full description
  • Owner information
  • Progress metrics
  • Linked objectives
  • Timeline
  • Status history
Progress Tracking

Strategic goal progress is calculated from linked OKRs:

Automatic Calculation:

Progress = Average of all linked active objectives

Manual Override: You can manually set progress if needed.

Progress Indicators:

  • 0-39%: Red - Significant work ahead
  • 40-69%: Yellow - Making progress
  • 70-100%: Green - On track or completed
Linking OKRs to Strategic Goals

Connect objectives to strategic goals to show alignment:

Method 1: When Creating an Objective

  1. Create or edit an objective
  2. Look for "Strategic Goal" field
  3. Select the relevant strategic goal from dropdown
  4. Save the objective

Method 2: From Strategic Goal View

  1. Open the strategic goal
  2. Click "Link Objective" or "Add Objective"
  3. Select objectives from the list
  4. Click "Link"

Benefits:

  • Shows how tactical work supports strategy
  • Automatically updates strategic goal progress
  • Creates visual alignment
  • Helps identify gaps in execution
Viewing Linked Objectives

On the strategic goal detail page:

Linked Objectives Section:

  • List of all objectives supporting this goal
  • Progress for each objective
  • Owner of each objective
  • Status of each objective
  • Quick link to objective details

Alignment Visualization:

  • See how company, team, and personal OKRs align
  • Identify gaps where objectives are needed
  • Spot misaligned efforts
Editing Strategic Goals
  1. Navigate to the strategic goal
  2. Click "Edit"
  3. Modify any fields:
    • Title, description
    • Owner
    • Priority
    • Target date
    • Status
  4. Add comment explaining changes (recommended)
  5. Click "Save Changes"

Best Practice: Communicate changes to the organization, as strategic goals guide everyone's work.

Archiving Strategic Goals

When a strategic goal is completed or no longer relevant:

  1. Open the strategic goal
  2. Change status to "Completed" or "Cancelled"
  3. Add final notes about outcome
  4. Save

What Happens:

  • Goal moves to archived/completed view
  • Linked objectives remain but show completed goal
  • Historical data is preserved
  • Can be referenced for future planning
Strategic Planning ProcessAnnual Strategic Planning

Recommended process for setting strategic goals:

Step 1: Vision & Mission Review (Week 1)

  • Review company vision and mission
  • Assess market conditions
  • Analyze competitive landscape
  • Gather leadership input

Step 2: Goal Identification (Week 2)

  • Brainstorm potential strategic goals
  • Prioritize based on impact and feasibility
  • Aim for 3-7 strategic goals
  • Ensure diversity across areas (growth, product, people, operations)

Step 3: Goal Definition (Week 3)

  • Write clear goal statements
  • Assign executive owners
  • Set target dates
  • Define success criteria

Step 4: Communication (Week 4)

  • Present to entire organization
  • Explain rationale and importance
  • Gather feedback
  • Finalize and publish

Step 5: Cascade to OKRs (Ongoing)

  • Company creates objectives aligned to goals
  • Teams create supporting objectives
  • Individuals align personal OKRs
Quarterly Review Process

Review strategic goal progress each quarter:

Review Meeting Agenda:

  1. Current progress on each goal
  2. Linked OKRs and their progress
  3. Blockers and challenges
  4. Adjustments needed
  5. Next quarter's focus

Questions to Ask:

  • Are we making sufficient progress?
  • Do we have the right OKRs to achieve this goal?
  • Are there gaps in our execution?
  • Should we adjust priority or target date?
  • Do we need to reallocate resources?
Strategic Goal Categories

Organize strategic goals by category:

Growth Goals
  • Revenue targets
  • Market share
  • Customer acquisition
  • Geographic expansion

Example: "Expand to 3 new international markets"

Product Goals
  • Product development
  • Innovation
  • Technology advancement
  • Feature completeness

Example: "Build industry-leading AI capabilities"

People Goals
  • Culture development
  • Talent acquisition
  • Employee satisfaction
  • Leadership development

Example: "Build a world-class engineering team of 100+"

Operational Goals
  • Efficiency improvements
  • Process optimization
  • Cost reduction
  • Scalability

Example: "Achieve operational excellence with 99.9% uptime"

Customer Goals
  • Customer satisfaction
  • Customer success
  • Retention
  • Experience

Example: "Become #1 in customer satisfaction in our industry"

Reporting on Strategic GoalsStrategic Dashboard

View high-level progress:

  • All strategic goals
  • Overall progress
  • Goals by status
  • Goals by priority
  • Linked objectives count
Strategic Goal Detail Report

For each goal, see:

  • Progress trend over time
  • Contributing objectives
  • Key achievements
  • Challenges and blockers
  • Resource allocation
Alignment Report

Visualize how OKRs support strategic goals:

  • Goals with strong OKR support
  • Goals lacking execution (gaps)
  • Objectives not aligned to any goal
  • Distribution of effort across goals
Best PracticesDO:
  1. Keep It Simple: 3-7 strategic goals maximum
  2. Focus on Outcomes: What you'll achieve, not how
  3. Make Them Inspiring: Motivate the organization
  4. Assign Executive Owners: Senior leadership accountability
  5. Review Regularly: Quarterly at minimum
  6. Communicate Widely: Everyone should know them
  7. Link OKRs: Connect tactical work to strategy
  8. Update Progress: Keep it current
  9. Celebrate Milestones: Recognize progress
  10. Be Patient: Strategic change takes time
DON'T:
  1. Create Too Many: Dilutes focus
  2. Set Short-Term Goals: Use OKRs for quarterly work
  3. Make Them Vague: "Be the best" isn't actionable
  4. Ignore Them: They should guide decisions
  5. Change Frequently: Strategic goals should be stable
  6. Make Them Easy: They should be ambitious
  7. Work in Silos: Ensure cross-functional alignment
  8. Forget to Measure: Track progress consistently
Integration with OKRsThe Strategic HierarchyStrategic Goals (3-5 years) ↓ Company OKRs (Annual or Quarterly) ↓ Team OKRs (Quarterly) ↓ Personal OKRs (Quarterly) Ensuring Alignment

Every Quarter:

  1. Review strategic goals
  2. Create company OKRs that move strategic goals forward
  3. Teams create OKRs supporting company OKRs
  4. Individuals create OKRs supporting team OKRs

Check Alignment:

  • Can each OKR trace back to a strategic goal?
  • Does each strategic goal have supporting OKRs?
  • Are resources allocated according to priorities?
Strategic Goal Examples by IndustrySaaS Company1. Reach $100M ARR by 2026 2. Achieve best-in-class product metrics (NPS 70+, retention 95%+) 3. Build a scalable, AI-powered platform 4. Become an employer of choice in tech Manufacturing Company1. Reduce production costs by 30% through automation 2. Achieve zero-defect quality standards 3. Expand into 5 new product categories 4. Become carbon-neutral by 2026 Professional Services1. Triple the size of the firm to 500 consultants 2. Achieve #1 ranking in client satisfaction 3. Develop proprietary methodologies and IP 4. Expand to 10 international offices TroubleshootingStrategic Goal Not Showing Progress

Possible Causes:

  • No objectives linked to it
  • Linked objectives have no progress
  • Manual progress not set

Solutions:

  • Link active objectives
  • Ensure objectives have check-ins
  • Manually update progress if needed
Cannot Edit Strategic Goal

Possible Causes:

  • Insufficient permissions
  • Goal is locked
  • Status doesn't allow edits

Solutions:

  • Verify you're a Company Admin
  • Check with super admin if locked
  • Change status to Active if needed
Too Many Strategic Goals

Problem: Organization has 10+ strategic goals

Solution:

  • Review and consolidate
  • Prioritize top 5
  • Move others to "On Hold"
  • Some may be better as company OKRs

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