Goals and OKRs
From strategic direction to everyday results.
Connect your organisation’s goals with projects and day-to-day work. In Kalends, see how the work contributes to your goals, who is responsible and what results you achieve.
30 days free · No card needed · Watch-only members always free
Yearly goal
Faster, more reliable financial decisions
Quarterly goal
Close the books in five working days
Project
Automate the month-end close
Day-to-day work
Bank reconciliation and month-end close
Review results and adjust course
Results, owner and next check-in — visible to management and teams.
One direction for goals, projects and everyday work
Goals, projects and recurring commitments live in one system. Follow up on the business and work with OKRs without a separate goal tool.
- Financial-year quarters
- Reminders to check in
- From yearly goal to project
- A year review for the board
When goals lack regular follow-up
Goals are set in January and forgotten by March
When goals live in a slide deck or a spreadsheet they have no connection to the work. Nobody follows up until somebody asks, and by then it is too late to change course.
When you already manage goals
You review your goals. But everyday work lives elsewhere.
You have goals, metrics and regular check-ins. Yet projects are planned in another tool, while routines, controls and recurring responsibilities live in other places again. It is still hard to see how strategic direction connects to the full scope of operational work.
Connect goal management with everyday operations
In Kalends, goals connect to the projects that support them. Tasks and recurring commitments live in the same business areas, with owners and follow-up. Management and teams share a view of both business development and day-to-day operations.
For example: the goal of a faster month-end close, the project to automate the process and regular bank reconciliation sit together in Finance.
What a goal looks like
How will you know you have succeeded?
It is the question every goal in Kalends starts with. The answer is two to five results, and the goal's progress is their weighted average.
- Measurable result
- A value that should move from a starting point to a target, such as 10 → 5 days or SEK 4.2M → 2.5M. Without figures of your own it counts in percent.
- Deliverable
- Something to be delivered. When it is done it is marked as delivered, with a date and a link to the delivery.
- Condition
- A requirement to be fulfilled, such as the auditor signing off the close checklist.
The goal has an owner and deputies, like everything else in Kalends, and belongs to the area that answers for it.
Check-ins
Build a culture of ownership and accountability
Make it clear what you want to achieve, who is driving the work and how it is going. Regular check-ins make reviewing progress part of everyday work and help teams take the next step.
Cascade
From yearly goals to quarter goals and projects
Quarter goals and projects are linked to the yearly goal they support. Before each quarter you see which yearly goals lack support, and at year end you see what actually moved them forward.
Plan the next quarter
Pick the quarter you are planning and see straight away which yearly goals have no quarter goal or project.
Drag to link
Drag a goal or project onto a yearly goal to link it, or a quarter goal to another quarter to move it.
The organisation's goals on top
The organisation's own yearly goals sit on top, with the areas' yearly goals under them.
Closing and review
Close the goal with an assessment.See the whole year in the period review.
When the period ends, the owner is reminded to close the goal. The fulfilment is suggested from the results, and whatever was not finished can be carried on into a new period.
The period review prints for the board meeting, and as watch-only members the board can follow it in Kalends at no cost.
No methodology required
Working with OKRs?You will feel at home.
Kalends works just as well for business goals, quality objectives and sustainability targets. You do not have to adopt a methodology to get started, and a goal can have subgoals when it needs them.
| In OKRs | In Kalends | What it is |
|---|---|---|
| Objective | Goal | What you want to achieve in a period, with an owner who answers for it. |
| Key result | Result | Two to five per goal: a measurable result, a deliverable or a condition. |
| Check-in | Check-in | How it is going and each result's value, in one step and at the rhythm you choose. |
| Scoring | Fulfilment | The owner's assessment when the goal closes, suggested from the results. |
| Alignment | Supports | Quarter goals and projects linked to the yearly goal they contribute to. |
- GoalIn OKRs: Objective
- What you want to achieve in a period, with an owner who answers for it.
- ResultIn OKRs: Key result
- Two to five per goal: a measurable result, a deliverable or a condition.
- Check-inIn OKRs: Check-in
- How it is going and each result's value, in one step and at the rhythm you choose.
- FulfilmentIn OKRs: Scoring
- The owner's assessment when the goal closes, suggested from the results.
- SupportsIn OKRs: Alignment
- Quarter goals and projects linked to the yearly goal they contribute to.
Common questions
Common questions about goals in Kalends
Cannot find the answer?
Is this OKR?
A goal with results is an objective with key results. You can work with OKRs, but Kalends does not require the method.
Do quarters follow our financial year?
Yes. Quarters are numbered by your financial year, as on the year wheel and the timeline, even when it does not follow the calendar year.
How often do we check in?
You choose for each goal: every week, every two weeks, every month or every quarter. A new goal is checked in on monthly unless you choose otherwise.
Does a goal close itself?
No. When the period ends, Kalends reminds the owner to close the goal with an assessment of the outcome.
What happens to a goal that was not reached?
You close it with an assessment and carry what is left into a new period, with the results and tasks you choose.
Does it cost anything to let the board follow the goals?
No. Watch-only members are free and unlimited on every plan. They see what a member sees but cannot be assigned tasks or change anything.
More about Kalends
Start with your management team's goals
Set this year's goals where the work already is
Try Kalends for 30 days with your management team's goals and see them beside the projects and routines that will get you there.
30 days free · Introductory price until year-end · Watch-only members always free