OKR Management Playbook

by Mattermost

Achieve goals and hit milestones with transparent planning and check-ins on high-level initiatives.


Use this template in Mattermost Playbooks to reflect your own OKR Management process.

  • Customize a summary template to fill in with links to documentation for every playbook run
  • Schedule a reminder to post a status update
  • Organize checklist sections to correspond to project milestones
  • Assign tasks and roles ahead of time or on the fly
  • Set due dates for tasks
  • Configure key project metrics to analyze over time, such as velocity for feature delivery
  • Create a custom template for team retrospective
  • Activate playbook automations to include a specific team for every run, assign a project owner, or trigger webhooks