Hi @jessiepw901, I’ve consulted a number of companies around your size in Asana and strategic planning always comes up. One approach is to create a master project of OKRs. Think of that list management comes up with at an offsite or whatever. This is what should be accomplished in the next quarter, year, 5 years, or whatever.
Each of these OKRs should be written as a task in this project (let’s call the project “Strategic Planning”). If they have deadlines, assign them deadlines. You should also assign these OKRs to people as well, following Apple’s DRI (Directly Responsible Individual) framework. This ensures one person is responsible for keeping the ball rolling on each OKR and none get forgotten.
Obviously, each of those OKRs needs dozens or hundreds of tasks to complete it. So far this is just to track the OKRs.
Next, you’re going to break down each of those OKRs. Most likely, each OKR would become a separate project in the relevant team, and a project owner should be assigned. This could be the person responsible for the OKR, but in larger organizations is most likely a subordinate project manager.
So you’re going to add all the tasks necessary to accomplish the OKR, but you’re also going to add the OKR task from the master “Strategic Planning” project. Check out Add Tasks to Multiple Projects if this is confusing. This allows you to link where the OKR is actually being accomplished in Asana.
This system would give you the big picture of OKRs by clicking in the master “Strategic Planning” project and viewing “All Tasks” to see what’s been completed, what hasn’t, deadlines, etc. You can also use Dashboards to get a different kind of tactical overview of where the different projects are at.
Hope that helps!