OKRs
Fernlace Software Works · OKRs · Raleigh, NC
Ethan Park runs planning at Fernlace Software Works, a 90-person scheduling-software startup in Raleigh, and he uses this to roll every key result up into its objective and its team so Monday's leadership meeting starts from one honest picture.
Any businessReportingLinked tables4 tables · 7 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 row action · 1 agent
Use this templateCheck-in board
Key resultsReferral partners signed
Referral agreement template approved
Partner portal pages built
Median setup time for a new crew
Accounts finishing setup in the first session
Setup help requests per new account
Public endpoints with full documentation
Page load time on a cellular connection
Partners live on the scheduling API
Customers moved to the new sync
Sync errors per thousand jobs
Renewal rate
Accounts with a health check done
Partner sandbox requests answered within two days
Services still using the legacy sync
At-risk accounts with an owner plan
Business days to close the month
Accounts reconciled automatically
Expense reports approved within two days
Tables
Key results
30 sample rows · 13 columnsThe measurable results behind each objective: where each started, its target and where it stands this week.
| Key result | Code | Objective | Team | Owner | Measured in | Started at |
|---|---|---|---|---|---|---|
| Business days to close the month | KR-5182 | Close the books in five business days | People and Finance | Idris Calloway-Brandt | days | 9 |
| Accounts reconciled automatically | KR-5185 | Close the books in five business days | People and Finance | Idris Calloway-Brandt | percent | 60 |
| Expense reports approved within two days | KR-5188 | Close the books in five business days | People and Finance | Idris Calloway-Brandt | percent | 70 |
| Partner sandbox requests answered within two days | KR-5116 | Ship the scheduling API to partners | Product | Anouk Verhaeghe-Dale | percent | 50 |
| Referral agreement template approved | KR-5149 | Launch the partner referral program | Growth | Lucinda Okoye | approvals | 0 |
| Services still using the legacy sync | KR-5128 | Retire the legacy sync service | Engineering | Cormac Eberhardt | services | 9 |
| Customers moved to the new sync | KR-5131 | Retire the legacy sync service | Engineering | Cormac Eberhardt | customers | 0 |
| Sync errors per thousand jobs | KR-5134 | Retire the legacy sync service | Engineering | Cormac Eberhardt | errors | 14 |
| Partners live on the scheduling API | KR-5110 | Ship the scheduling API to partners | Product | Anouk Verhaeghe-Dale | partners | 0 |
| Public endpoints with full documentation | KR-5113 | Ship the scheduling API to partners | Product | Anouk Verhaeghe-Dale | endpoints | 0 |
| Median first response time | KR-5155 | Halve first-response time on support tickets | Client Care | Winnifred Castellano | minutes | 95 |
| Tickets answered within one hour | KR-5158 | Halve first-response time on support tickets | Client Care | Winnifred Castellano | percent | 52 |
Objectives
10 sample rows · 12 columnsWhat each team has committed to this quarter, with its budget and how its key results are doing.
| Objective | Team | Owner | Quarter | Status | Budget | Committed on |
|---|---|---|---|---|---|---|
| Close the books in five business days | People and Finance | Idris Calloway-Brandt | $30,000 | Sep 4, 2026 | ||
| Cut page load time for field crews | Engineering | Cormac Eberhardt | $60,000 | Sep 8, 2026 | ||
| Double qualified demo requests | Growth | Lucinda Okoye | $95,000 | Sep 10, 2026 | ||
| Halve first-response time on support tickets | Client Care | Winnifred Castellano | $48,000 | Sep 7, 2026 | ||
| Hire the fourth-quarter engineering cohort | People and Finance | Idris Calloway-Brandt | $210,000 | Sep 4, 2026 | ||
| Launch the partner referral program | Growth | Lucinda Okoye | $70,000 | Oct 8, 2026 | ||
| Make onboarding finish in one sitting | Product | Anouk Verhaeghe-Dale | $85,000 | Sep 6, 2026 | ||
| Raise the renewal rate to 92 percent | Client Care | Winnifred Castellano | $55,000 | Sep 7, 2026 | ||
| Retire the legacy sync service | Engineering | Cormac Eberhardt | $140,000 | Sep 8, 2026 | ||
| Ship the scheduling API to partners | Product | Anouk Verhaeghe-Dale | $120,000 | Sep 6, 2026 |
Teams
5 sample rows · 10 columnsThe standing teams that commit to objectives, with what each has taken on and how its results are going.
| Team | Team lead | Objectives | Key results |
|---|---|---|---|
| Client Care | Winnifred Castellano | Halve first-response time on support tickets, Raise the renewal rate to 92 percent | Median first response time, Tickets answered within one hour, Support articles rewritten, Renewal rate, Accounts with a health check done, At-risk accounts with an owner plan |
| Engineering | Cormac Eberhardt | Cut page load time for field crews, Retire the legacy sync service | Page load time on a cellular connection, Field screens passing the speed budget, Crash-free sessions, Services still using the legacy sync, Customers moved to the new sync, Sync errors per thousand jobs |
| Growth | Lucinda Okoye | Double qualified demo requests, Launch the partner referral program | Qualified demo requests each month, Landing pages with a tracked offer, Webinar sign-ups, Referral partners signed, Referral agreement template approved, Partner portal pages built |
| People and Finance | Idris Calloway-Brandt | Hire the fourth-quarter engineering cohort, Close the books in five business days | Engineers hired, Offers accepted within a week, Interview loops with a trained interviewer, Business days to close the month, Accounts reconciled automatically, Expense reports approved within two days |
| Product | Anouk Verhaeghe-Dale | Make onboarding finish in one sitting, Ship the scheduling API to partners | Median setup time for a new crew, Accounts finishing setup in the first session, Setup help requests per new account, Partners live on the scheduling API, Public endpoints with full documentation, Partner sandbox requests answered within two days |
Also included
- Write the Monday summary
- Key results behind schedule
- Objective at riskTells the head of planning the moment an objective is marked at risk.
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