Strategic Planning Key Terminology

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Bi-directional OKRs

Bi-directional OKRs refer to a goal-setting approach that combines both top-down and bottom-up inputs to create and adjust Objectives and Key Results (OKRs). This method ensures that goals are aligned with the overall strategic vision while also incorporating insights and feedback from all levels of the organization, fostering greater engagement and alignment.

Key aspects of bi-directional OKRs include:

  • Top-Down Input: Senior leadership sets high-level strategic objectives that align with the organization's mission, vision, and long-term goals. These objectives provide a clear direction and framework for the rest of the organization. In times of organizational stress, it's common for goal setting to become more top-down.
  • Bottom-Up Input: Teams and individuals contribute by setting their own OKRs that support the high-level objectives. This input ensures that the goals are realistic, achievable, and relevant to the day-to-day activities and expertise of team members.
  • Alignment and Collaboration: Regular communication and collaboration between leadership and teams ensure that all OKRs are aligned and mutually supportive. This process encourages a sense of ownership and accountability at all levels.
  • Flexibility and Adaptability: The bi-directional approach allows for adjustments based on feedback and changing circumstances, ensuring that OKRs remain relevant and effective in driving organizational success.

Benefits of bi-directional OKRs include:

  • Enhanced Engagement: Involving employees in the goal-setting process increases their commitment and motivation to achieve the objectives.
  • Improved Alignment: Ensures that all efforts are aligned with the organization's strategic goals, reducing the risk of misalignment and inefficiency.
  • Better Insights: Leveraging insights from all levels of the organization helps identify potential challenges and opportunities, leading to more informed decision-making.
  • Increased Accountability: By involving teams in setting their own OKRs, the approach fosters a sense of ownership and accountability for outcomes.

Implementing bi-directional OKRs involves:

  • Clear Communication: Establishing open channels of communication between leadership and teams to discuss strategic objectives and individual contributions.
  • Collaborative Goal-Setting: Facilitating workshops or meetings where teams can contribute to the development of OKRs that align with top-level goals.
  • Regular Reviews: Conducting periodic reviews to assess progress, gather feedback, and make necessary adjustments to ensure continued alignment and relevance.

By adopting bi-directional OKRs, organizations can create a more dynamic and inclusive goal-setting process that drives engagement, alignment, and overall success.