Advanced OKR and KPI tracking in Notion
Martin Adams
0:00 / 0:00
Advanced OKR and KPI tracking in Notion
9 001 просмотр · 3 г. назад
Martin Adams
14,4 тыс. подписчиков
9 001 просмотр · 3 г. назад
Learn how to take atomic notes and create masterful work with my book Atomic Note-Taking:
https://www.atomicworkflows.com/atomi...
I'm building a note-taking app to help you study, learn, think, write and publish-with maximum efficiency and consistency. Check it out at:
https://join.flowtelic.com.
Get started with Notion here:
https://affiliate.notion.so/martin (affiliate link)
Get the template:
https://go.meda.io/advanced-notion-wo...
This video is part 4 of a 4 part series:
Part 1: • Advanced productivity workflow in Notion
Part 2: • System task database in Notion
Part 3: • Daily focus in Notion
Part 4: • Advanced OKR and KPI tracking in Notion
In this video final video of the series, I show how take our multi-domain context projects and set up OKR tracking with KPIs for each project. Then for each KPI, we create a results database that tracks the values at a given moment in time. This is then used to rollup a progress of the KPI for each project allowing you to view at a glance whether a project is succeeding.
00:00:00 Introduction and recap
00:01:24 Setting goals for your projects
00:02:12 Managing OKRs
00:03:05 Showing the OKR period on the projects view
00:04:23 What this would look like in a team
00:04:39 Creating the Key Performance Indicators (KPIs) system database
00:06:03 KPI measurements
00:07:05 Adding the KPIs view to the Project template
00:09:20 Updating an existing project with the new template
00:10:07 Adding a project KPI
00:11:29 Tracking project KPI results
00:13:33 Creating a KPI template to include results
00:15:13 Testing KPI template
00:16:40 Gallery of project KPIs
00:17:47 Rolling up the KPI performance
00:22:33 Tracking progress against the target value
00:23:11 KPI percentage between the starting and target values
00:27:01 Capping the KPI progress between 0 and 100%
00:28:45 Showing KPI progress as a progress ring
00:31:20 Summary
00:33:12 Flowtelic
00:33:47 Atomic Note-Taking Zettelkasten ebook
The following affiliate links are a great way to support the channel.
Screen Studio:
I use this all the time to record beautiful tutorials of my screen with video and voice overlay:
https://go.meda.io/screen-studio
---
Mindset and Mastery Newsletter: https://meda.io/#/portal/signup
Twitter: / martin_adams