1. BetterWorks Customer Success
Quarter Wrap Up
BetterWorks Customer Success

2. High-Level Quarter Over Quarter Transition Process
Current Quarter
Next Quarter
1. Update & Assess
2. Meet & Discuss
3. Archive
4. Set TCOs
5. Review & Prepare
6. Create
7. Create & Align
8. Review & Tune
Individuals update OKRs with most recent progress and submit an assessment (score, if scoring is enabled)
Managers meet with individuals to review current quarters OKRs’ progress and assessment
Each team conducts a OKR reflection meeting
Archive current quarter OKRs (score, if scoring is enabled) with final assessment.
Clone objective if the work applies to the next quarter
Leadership team sets Top Company Objectives for next quarter
Leadership team announces next quarter Top Company Objectives to the company
As a team, review Top Company Objectives and team priorities to inform OKR setting
Managers create OKRs so that individuals can be informed and can align their OKRs to the managers’ OKRs
Individuals create OKRs in BetterWorks and align to their managers and peers as appropriate
Managers meet with direct reports to review and fine-tune new quarter OKRs 
For 1:1 meetings, leverage the PDF printout of Objectives Summary from the Profile page

3. Milestones by Week Template (Program Team to update)
Reflecting on Current Quarter – Preparing for Next Quarter
Week of [DATE]
All employees perform a final check in on current quarter objectives
Employees discuss current quarter OKRs with their managers by [DATE]
Begin thinking about next quarter OKRs
Leadership meets to review current quarter Top Company Objectives and sets next quarter Top Company Objectives
Teams meet to review current quarter OKRs and share individual reflections
All employees complete current quarter OKR reflections, assessments, and archival
Top Company Objectives for next quarter announced by Leadership
[DATE]: All next quarter objectives are in the system
Employees discuss and review OKRs with manager for quality and alignment

4. Quarterly OKR Reflection Meeting Agenda and Tips
Each team (e.g., executive, functional, initiative-based, etc.) should hold an end-of-quarter OKR reflection meeting to review the quarter’s accomplishments and learnings, as well as to begin preparing for the new quarter.
Sample OKR Reflection Meeting Agenda
Aggregate OKR review (use Dashboard)
OKR review by each person (use Meeting View)
Share final progress and assessment (e.g., what worked? Challenges? Lessons learned?)
Document any additional comments
Agree to close out vs. clone and continue the objective
Begin to think about next quarter team priorities based on current quarter’s learnings and accomplishments
Review BetterWorks best practices
Review next quarter OKR setting process and key dates
Leverage Meeting View to review OKRs by team member

5. Quarter End Activities Instructions for Individuals
Update
Assess
Discuss
Archive
Check-In on each objective to capture final progress
Provide a self-assessment (score, if scoring is enabled) on each objective, reflecting on accomplishments and learning
During manager-direct report check-ins, discuss progress toward objectives and reflect on the achievements and opportunities. Managers are encouraged to capture comments and feedback in Assessment
Archive (and clone, if necessary) objectives with final assessment
Assessment: Guiding Questions
Can I improve how I authored my objective?
Did I reach my objective; if not why? Did I underestimate dependencies?
Did I learn something that shaped the way I achieved my objective?
Print Objective Summary PDF (in Profile) to bring to the meeting

6. SAMPLE Sample OKR Calendar Recommendation for Program Team:
Create a customized OKR calendar with key dates for creating, reviewing, and archiving OKRs
SAMPLE

7. BetterWorks Best Practices
1. Create and Align
Develop OKRs and align the organization for the Q4
2. Check In, Adapt, Support
Share progress, respond to changing priorities, and support each other throughout the quarter
3. Reflect and Assess
Assess, reflect, and reset.
Document OKR assessment in BetterWorks and archive current quarter OKRs
Quarter Begins
Quarter Ends
Repeat!

8. Appendix
Key Features for Quarter End

9. Quarter End Activities Instructions
Defining Your Program
Wrapping up the Quarter
Check in on each objective and capture final progress
Provide a self-assessment (score, if scoring is enabled) on each objective, reflecting on accomplishments and learning
Can I improve how I authored my objective?
Did I reach my objective; if not why? Did I underestimate dependencies?
Did I learn something that shaped the way I achieved my objective?
During manager-direct report check-ins, discuss progress toward objectives and reflect on the achievements and opportunities. Managers are encouraged to capture comments and feedback in Assessment
Archive (and clone, if necessary) objectives with final assessment
Begin to think about your next quarter objectives

10. Checking In Live Demo View your objective.
Post a comment (public or private) a colleague in the Timeline.
Select Comment.

11. Assessing your objective
Reflect on performance throughout the goal’s lifecycle
On the Objective detail page, open the Actions menu
Select Assess
In the Assessment modal, add comments reflecting on the progress and achievements. If scoring is enabled, score the objective
Click Save

12. Print Objective Summary
Live Demo
Select your profile image/ name.
Select the Printer icon at the top right-hand of the page.
In the Print Objective Summary window, select what you want to include in the summary, as well as, the date range.
Select Print.

13. Objective List: Archiving, Cloning, and Deleting
From the Objective List, select the goal.
Select the Actions drop-down.
Select Archive, Clone, or Delete.