Short-Term Business Planning

When looking at shorter-term objectives you are going to want to think about how you might categorize these into groups. The OKRs and KPIs decide on in this section should directly influence your 1 year long-term OKRs and KPIs. Some businesses may choose to organize their objectives into the following periods:

- Monthly

- Quarterly

- Semi-Anually

- Anually

Businesses will typically categorize their objectives and KPIs into a quarterly schedule. However, if this does not work for your business Business Base will allow you to select one of the other timeframes.

For the sake of simplicity we will be using the Quarterly format as it is the most commonly used.
Each of the 4 quarters in the year will include 3 different sections:

1. Quarterly KPIs

2. Quarterly OKRs

3. Quarterly Games
Tip: If you are struggling to think of quarterly OKRs, take a look at the weaknesses you outlined earlier during your SWT analysis. Perhaps you could make improving some of your weaknesses as OKRs.

Quarterly KPIs

These should be set fairly realistically but aggressive enough that they allow for overachievement. Your quarterly KPIs should be indicators of whether or not your business is on track to reach the annual or 1 year objectives. Here's an example:
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Quarterly OKRs

Your objectives for the quarter should be realistic and have the annual/1 year objectives in mind. They don't necessarily need to be directly related to these objectives, but should support it, even in an indirect way.

Your key results need to be actionable and measurable. You want to make sure you set them as aggressive but realistic so that they have a chance of being completed in 3 months time. Here's an example:
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Quarterly Game

Having a quarterly game allows everyone to reflect on all of what was or was not accomplished that particular quarter. Regardless, there should be some form of celebration for all of the progress, successes, and hard work made despite whether or not someone hit the 100% mark. This type of event/activity will positively reinforce the efforts that were made, and likely inspire and or motivate others to improve in some way next quarter. It also gives you an opportunity to showcase how understanding, supportive, and fun your business environment can be.

Try to make the game somewhat relevant to the objectives you had for the quarter.

Try to give the name of the game something unique, clever, and that will stand out!

Make sure that the target is somewhat realistic, so that regardless of whether or not someone was able to get 100% on their OKRs for that period, they will at least be able to experience a sense of accomplishment from completing the game's objective.

Be thorough when writing out the game's description.

Make sure the rules are clear, concise and easy for everyone to follow along!

Finally, make the celebration fun and engaging! Don't worry about making it expensive as there are lots of free ways you could choose to celebrate like playing a game, or ordering a pizza.

Implementing a quarterly game gives you an opportunity to get everyone involved, break up the regular workflow, and add something different into the day-to-day workflow.

Here's an example:
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