RASCI Template
RASCI Template Share on facebook Share on twitter Share on linkedin Share on email Share on whatsapp The RASCI matrix is a visual business tool used to define the connection between members and their
Please note that the use of the free version for commercial/ corporate purposes violates our terms of use. This version of the tool is only intended for personal purposes. For corporate use of this tool, kindly refer to our commercial version.
Objective and Key Results (OKR) usage has picked up pace in the past decade, with major organizations such as Samsung, Google, Amazon, Slack and Salesforce being at the forefront. A well-structured OKR system often leads to clearer instructions, better organizational engagement, productivity growth, accountability and even insights on the business itself. Unfortunately, a good structure often means that thousands of dollars needs to be spent in process development, tools and labor that sometimes provides limited value to the organization and still fails to accomplish its goals. In this article, we will look at a cost saving option with a free OKR template on excel, a relatively simple solution that can help clients gain control of their OKRs.
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GPetrium’s Objective Key Results Management Template (OKR Template) is a free excel tool that facilitates OKR management. The tool is designed to track OKR progress to help drive individual, team and organizational success. It features a handy dashboard that helps visualize progress to ensure better tracking. Although it can be used at a single department or team, the tool value and transparency are enhanced when all parts of the organization work together to delineate a top-to-bottom view of OKRs. The material that comes out of the OKR management tool can also be used to support the performance review process (to learn more about Performance Review, refer to the following article).
The tool is divided into 6 key segments, the ‘Dashboard’, ‘Organization OKR’, ‘Department OKR’, ‘Team OKR’, ‘Individual OKR’ and ‘Config’. The ‘Dashboard’ segment provides visual insight on key variables impacting the overall OKR of each segment.
Three rows were created for the ‘Vision’, ‘Values’ and ‘Strategy’, the aim is to always have them in mind when determining the OKRs at the organizational level. There are currently 8 columns that can be populated into the ‘Organization OKR’ table. Although not every column is critical to the functioning of the tool, each one can help the individual and organization to keep a better track of their OKR, helping to improve cohesion, transparency and success. Below we will look at each column:
There are currently 8 columns that can be populated into the ‘Department OKR’ table. Although not every column is critical to the functioning of the tool, each one can help the individual and organization to keep a better track of their OKR, helping to improve cohesion, transparency and success. Below we will look at each column:
There are currently 8 columns that can be populated into the ‘Team OKR’ table. Although not every column is critical to the functioning of the tool, each one can help the individual and organization to keep a better track of their OKR, helping to improve cohesion, transparency and success. Below we will look at each column:
There are currently 8 columns that can be populated into the ‘Individual OKR’ table. Although not every column is critical to the functioning of the tool, each one can help the individual and organization to keep a better track of their OKR, helping to improve cohesion, transparency and success. Below we will look at each column:
This section helps to configure the drop-down list for [Progress] and [Completion Expectation]. If you would like to decrease or increase the number of options in the config tab, you will need to change the Data Validation for that column, please refer to the Q&A for more information on how to modify such columns.
A good OKR process and solution can be beneficial to the success of an organization, department, team and individual. The GPetrium Excel OKR tool provides a baseline for clients of all sizes to move in the right direction by automating segments of their OKR process, gain insight on OKR data all while using a single, widely available tool. There is plenty of space to improve the tool by automating e-mailing, providing error handling, keeping track of the number of times a client has been reached for payment and others.
Q: I have updated the dataset, unfortunately the Dashboard did not update. What do I do?
A: To maximize cybersecurity, the team did not use VBA/macros for the solution. Therefore, in order to update the dashboard, you will need to go to ‘Data->Refresh All’.
Q: I tried to add a new drop-down item to the [Title] Config tab, unfortunately, it does not appear on the Sales Data.
A: The drop-down system is based on the ‘Data Validation’ excel feature, it restricts the entries based on a subset of cells that have been chosen. To recalibrate, you will need to choose all cells in that respective column then on the access toolbar go to ‘Data->Data Validation->Settings’ and change the Source to cover all the items you expect to have on the drop-down.
Q: My Objective and key results are not visually appealing and I think the culprit is the length of the sentence. What can I do?
A: OKRs are meant to be shorter in length, GPetrium encourages users to use the [Available Resources] column to provide further context or to create a new column called [Comment]. You may also have the option to right click the relevant graph and change the ‘Format Chart Area’ settings. Graphs may also be resized as needed to fit the narrative.
RASCI Template Share on facebook Share on twitter Share on linkedin Share on email Share on whatsapp The RASCI matrix is a visual business tool used to define the connection between members and their
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