OKR and Performance Management Template: From Goal Setting to Calibration

Objective: [Qualitative, inspiring, directional]
  Key Result 1: [Quantitative, measurable, time-bound]
  Key Result 2: [Quantitative, measurable, time-bound]
  Key Result 3: [Quantitative, measurable, time-bound]

Objective 1: Become the most trusted software partner for Indian SMBs
  KR1: Achieve NPS score of 50+ (from current 38)
  KR2: Publish 20 customer case studies
  KR3: Achieve 90%+ customer retention rate

Objective 2: Scale revenue to support next growth phase
  KR1: Achieve ₹X crore ARR by March 31
  KR2: Reduce customer acquisition cost by 20%
  KR3: Increase average contract value by 15%

Objective 3: Build the team and culture to support 2x growth
  KR1: Hire 15 new team members with < 30-day time-to-fill
  KR2: Achieve 90-day retention rate of 90%+
  KR3: Achieve employee satisfaction score of 8+/10

Objective: Build a predictable, scalable sales engine
  KR1: Generate ₹X crore in new ARR
  KR2: Achieve pipeline coverage ratio of 3x (pipeline value / quota)
  KR3: Reduce average sales cycle from 45 days to 35 days
  KR4: Achieve 80%+ quota attainment across the team

Objective: Deliver support that makes customers feel genuinely helped
  KR1: Achieve CSAT score of 4.5+/5
  KR2: Reduce average first response time to under 2 hours
  KR3: Achieve first contact resolution rate of 75%+
  KR4: Reduce escalation rate to under 15%

Objective: Ship reliable software that customers love
  KR1: Achieve 99.5%+ uptime across all products
  KR2: Reduce P1 bug resolution time to under 4 hours
  KR3: Ship 3 major features from the product roadmap
  KR4: Achieve test coverage of 80%+ on critical paths

Objective: Build the team and culture that attracts and retains top talent
  KR1: Fill all open positions within 30 days of approval
  KR2: Achieve 90-day retention rate of 90%+
  KR3: Complete performance reviews for 100% of employees by March 31
  KR4: Achieve employee satisfaction score of 8+/10 in quarterly survey

Objective: Build a strong pipeline and close deals that create long-term customers
  KR1: Generate ₹X lakh in new ARR (individual quota)
  KR2: Maintain pipeline of 15+ qualified opportunities at all times
  KR3: Achieve 90%+ customer satisfaction score on post-sale survey

Objective: Deliver high-quality features that solve real customer problems
  KR1: Complete all sprint commitments with < 10% carryover
  KR2: Achieve 0 P1 bugs in features I own
  KR3: Complete 2 technical improvement tasks from the backlog

0:00 – 0:10  Introduction and ground rules
  - Purpose: ensure consistent standards across managers
  - Ratings are preliminary - they can change
  - Discussions are confidential

0:10 – 1:30  Rating review (80 minutes)
  For each employee rated 5 or 1 (outliers first):
    - Manager presents: "I rated [Employee] a [X] because [evidence]"
    - Group discussion: Does the evidence support the rating?
    - Consensus or adjustment

  For employees rated 4:
    - Manager presents evidence
    - Group validates

  For employees rated 2:
    - Manager presents evidence
    - Group validates
    - Confirm development plan exists

1:30 – 1:50  Distribution review
  - Review final distribution
  - Flag any manager with > 40% of team rated 4 or 5 (grade inflation)
  - Flag any manager with > 20% of team rated 1 or 2 (grade deflation or team issue)

1:50 – 2:00  Next steps
  - HR locks ratings in system
  - Managers communicate ratings to employees within 1 week

-- OKRs
CREATE TABLE okrs (
  id              UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  owner_id        UUID NOT NULL,  -- FK → users
  owner_type      VARCHAR(20) CHECK (owner_type IN ('company','department','team','individual')),
  parent_id       UUID REFERENCES okrs(id),  -- for alignment
  quarter         CHAR(6) NOT NULL,  -- e.g., '2026Q1'
  objective       TEXT NOT NULL,
  status          VARCHAR(20) DEFAULT 'active',
  final_score     DECIMAL(3,2),  -- 0.0 to 1.0
  created_at      TIMESTAMPTZ DEFAULT now()
);

CREATE TABLE key_results (
  id              UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  okr_id          UUID NOT NULL REFERENCES okrs(id),
  title           TEXT NOT NULL,
  target_value    DECIMAL(15,2) NOT NULL,
  current_value   DECIMAL(15,2) DEFAULT 0,
  unit            VARCHAR(50),  -- '%', '₹', 'count', etc.
  score           DECIMAL(3,2),  -- 0.0 to 1.0, calculated
  last_updated    TIMESTAMPTZ
);

-- Check-ins
CREATE TABLE checkins (
  id              UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  employee_id     UUID NOT NULL,
  manager_id      UUID NOT NULL,
  checkin_date    DATE NOT NULL,
  accomplishments TEXT,
  next_week_plans TEXT,
  blockers        TEXT,
  action_items    JSONB,  -- [{task, owner, due_date}]
  created_at      TIMESTAMPTZ DEFAULT now()
);

-- 360 Feedback
CREATE TABLE feedback_cycles (
  id              UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  quarter         CHAR(6) NOT NULL,
  status          VARCHAR(20) DEFAULT 'open',
  opens_at        TIMESTAMPTZ,
  closes_at       TIMESTAMPTZ
);

CREATE TABLE feedback_requests (
  id              UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  cycle_id        UUID NOT NULL REFERENCES feedback_cycles(id),
  subject_id      UUID NOT NULL,  -- person being reviewed
  reviewer_id     UUID NOT NULL,  -- person giving feedback
  relationship    VARCHAR(20) CHECK (relationship IN ('manager','peer','direct_report','self')),
  status          VARCHAR(20) DEFAULT 'pending',
  submitted_at    TIMESTAMPTZ
);

CREATE TABLE feedback_responses (
  id              UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  request_id      UUID NOT NULL REFERENCES feedback_requests(id),
  competency      VARCHAR(50) NOT NULL,
  rating          SMALLINT CHECK (rating BETWEEN 1 AND 4),
  example         TEXT,
  improvement     TEXT
);

-- Performance Ratings
CREATE TABLE performance_ratings (
  id              UUID PRIMARY KEY DEFAULT gen_random_uuid(),
  employee_id     UUID NOT NULL,
  period          CHAR(6) NOT NULL,  -- e.g., '2026Q1' or '2026'
  manager_id      UUID NOT NULL,
  pre_calibration_rating  SMALLINT CHECK (pre_calibration_rating BETWEEN 1 AND 5),
  post_calibration_rating SMALLINT CHECK (post_calibration_rating BETWEEN 1 AND 5),
  calibration_notes       TEXT,
  is_locked               BOOLEAN DEFAULT false,
  locked_at               TIMESTAMPTZ,
  locked_by               UUID
);