How to conduct an effective Retro Reboot
3 min read

How to conduct an effective Retro Reboot

How to conduct an effective Retro Reboot

Before we start planning for the upcoming new quarter, it's time to review this quarter's progress with an OKR Reboot meeting!

What is an OKR Reboot meeting?

This is a significant OKR ritual that happens at the end of every quarter. Teams and leadership get together to discuss their progress and learnings of the entire quarter to better strategize for the next quarter.

How does it work?

Teams get together with their learnings and insights to reflect on what went well and how can it be made better during the next quarter. This is the time to analyze results, celebrate success, and celebrate failure! As teams share learnings on prioritization and challenges and update their overall progress, the organization gets an understanding of the vision for the next quarter. This helps reset OKRs for the next quarter.

How can we conduct an effective Retro Reboot?

Step 1: Plan in advance.

Lack of planning and preparation often leads to an inability to reach a consensus during the Retro Reboot.

The biggest challenge that our coaches see today is when people don’t plan ahead of the meeting. A Retro Reboot session is not meant for planning, rather, it should focus on reflecting on the past quarter and calling out high-priority metrics and action items. Teams should think about the lessons learnt from the last quarter, what worked and didn't work, and which victories and/or mishaps could play a role in the upcoming quarter.

Step 2: Connect the past and upcoming quarters.

While people tend to focus more on what lies ahead, it is equally important to reflect on the past quarter. It is especially important to figure out how the impactful initiatives, milestones, and activities of the past quarter will continue into the upcoming quarter, and which outcomes they might lead to, and whether or not they are still relevant. Once the quarter-to-quarter connection is established, it will provide clarity on how to plan for the next 3 months.

Step 3: Stay focused, outcome-oriented, and time bound.

Retro Reboot meetings have the greatest tendency to spill over, but this can be most counter-productive. Rather than planning the upcoming activities, this time can be used to discuss the key business outcomes instead. Our coaches encourage teams to remain time bound and impact-focused. The Retro Reboot meeting is also a suitable time to celebrate the leaders and champions who led the show throughout the past quarter by keeping their eyes on the prize.

Step 4: Ask powerful questions.

You can use the template below to inspire your own set of Retro Reboot questions!

How can we make the Retro Reboot engaging?

No one wants another boring meeting. In OKR culture, we celebrate the outcome-focused mindset by striving to be innovative and set aspirational goals, then aligning our activities to move the needle. Being boring or monotonous has the opposite effect - so, everyone should try to step out of their comfort zone. Here are some fun ways to keep teams agile, engaged, and on their toes throughout the meeting!

How can Fitbots OKR Software help?

Now, you might be thinking… “This is great, but it’s going to be so much extra work!”

We know you are busy with plans, especially at this time of the quarter, so we have just the pill you need for a quick yet fruitful retro reboot meeting. Board-ready reports and Trends on the Fitbots platform will help you find patterns, analytics, and much more. See real-time company insights with just a click and focus on learnings and strategy!

Still need guidance? Here's a more detailed read on Everything You Need for an Effective Retro Reboot.

About the Authors

is an OKR enthusiast who anchors content and marketing at Fitbots OKRs. She loves spreading the love of OKRs to enrich workplaces and collaborating to create engaging content for her readers.

Richa is a Certified Leadership and Strategy Coach.  As an OKR Coach, she helps organizations get laser-focused on identifying their strategy in alignment with their business mission. Having coached close to 1000 teams globally, she helps companies build OKRs as a culture for sustained cadence and not as a one-time process.  She likes writing about strategy execution, building high-performance organizations, leadership, and employee engagement.


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