Implementing OKRs for SMEs Without Disrupting Daily Operations

Running a small business is already challenging: tight deadlines, limited resources, and a million things demanding your attention. So, when someone suggests implementing OKRs (Objectives and Key Results) to improve focus and alignment, your first thought might be: Won’t this just add more work?

But the thing is, a Betterworks survey found that 93% of companies using OKRs see better alignment across teams. And it gets better, a Gallup study shows that engaged employees drive 21% higher profitability. 

You don’t need to slow down daily operations to make OKRs work. This guide will show you simple, practical steps to introduce OKRs for SMEs without disrupting your workflow.

What Are OKRs?

OKRs stand for Objectives and Key Results. 

It’s a method where you set clear goals (Objectives) and define specific, measurable outcomes (Key Results) to track progress toward those goals. This approach helps teams stay focused and aligned with the company’s mission.

Why Are OKRs for SMEs Beneficial?

Using OKRs for SMEs can:

• Clearly defined objectives help teams concentrate on what’s most important.
• Ensures all employees are working toward the same goals.
• Provides a structured approach to achieving ambitious targets.

Steps to Implementing OKRs for SMEs

Check this five simple steps for implementing OKRs for SMEs without disrupting your daily workflow:

Step 1: Start Small

Start by introducing OKRs to a single department or team to test the approach on a smaller scale. After the initial phase, collect input from the team to understand what worked and what didn’t. Use this information to refine the process before expanding OKRs company-wide.

Step 2: Integrate with Existing Processes

Make sure that the new OKRs for SMEs complement your existing objectives. This prevents overlap and keeps everyone on the same page. Incorporate OKR tracking into software or platforms your team already uses. This minimizes the learning curve and makes adoption easier.

Step 3: Provide Training and Resources

Then, you need to educate your team about what OKRs are and how they can benefit both the company and individual employees. Offer resources like guides, FAQs, or access to OKR software tutorials to assist team members as they adapt to the new system.

Step 4: Set Realistic and Clear Objectives

Set objectives that are ambitious but attainable. This balance keeps the team motivated without causing frustration. Ensure that each key result is measurable. Clear metrics make it easier to track progress and determine success.

Step 5: Regular Review and Adaptation

Hold short meetings to discuss progress, address any challenges, and make necessary adjustments. Regular communication keeps everyone aligned and informed. Be open to refining OKRs for SMEs based on feedback and changing circumstances. Flexibility allows the system to remain effective and relevant.

Leveraging Software for Seamless OKR Implementation

Using software can make the OKR implementation process smoother:

• Centralized Dashboard: A single platform where all objectives and key results are visible helps everyone understand the company’s direction and their role in it.
• Automated Reminders: Regular prompts ensure that team members stay on track without the need for manual follow-ups.
• Integration Capabilities: Choose OKR software that can sync with tools your team already uses, ensuring a seamless workflow.

Real-World Case Studies

Case Study 1: How Unbabel Improved OKRs with Quantive Results

Unbabel is an AI-powered translation platform that helps businesses communicate smoothly across different languages.

The Problem

Unbabel used spreadsheets to track OKRs but found it hard to keep goals in focus throughout the quarter. Updates were only done at the start and end, meaning teams missed mid-quarter progress checks and couldn’t spot issues early. As the company grew, spreadsheets became difficult to manage, and Unbabel needed a better way to track goals in real-time.

The Solution

Unbabel switched to Quantive Results, an OKR software that made it easier to track progress, improve communication, and keep teams aligned. The software helped employees see goals clearly, update progress regularly, and collaborate across different time zones.

The Results

Moving from spreadsheets to software immediately improved focus, teamwork, and goal tracking at Unbabel. Teams started using weekly Check-ins to track progress and discuss challenges. Leaders got access to real-time reports, helping them make better decisions.

“OKRs have always been important to us. Thanks to Quantive Results, they are now a key part of our daily work.”

By upgrading to OKR software, Unbabel made goal-setting more effective, helping teams stay on track and work smarter.

Case Study 2: How deverus Improved Collaboration with OKRs

deverus, a 28-person company that automates background screening.

The Challenge

deverus struggled with transparency and focus. CEO Shawn Rucks knew his team was working hard but did not have a clear view of what they were working on. With teams in two offices (Boulder, Colorado, and Austin, Texas), deverus needed a way to track goals and improve teamwork.

The Solution

After testing 7–8 OKR tools, Shawn chose Weekdone because it combined PPP (Plans, Progress, Problems) reporting with OKRs. By moving from yearly goal-setting to quarterly OKRs, deverus improved planning and accountability across teams.

The Results

Using Weekdone helped deverus:

• Improve teamwork – Employees could see what others were working on, reducing confusion.
• Make goals clearer – Quarterly OKRs helped teams focus on specific targets.
• Increase engagement – Weekly updates and surveys helped managers track progress and challenges.
• Connect goals at all levels – Hierarchical OKRs linked individual, team, and company-wide objectives.

“Weekdone helps us see what everyone is working on, stay focused, and support our team better.” – Shawn Rucks

By using Weekdone, deverus made goal-setting more structured, leading to better communication, alignment, and results.

Target Align: Your Partner In OKRs for SMEs

Target Align’s OKR platform is designed with SMEs in mind, offering:

• Free Trials: Get started with OKRs for SMEs without upfront commitments.
• Custom Training: Master OKR best practices with instructor-led courses.
• Integrated Tools: Align, collaborate, and measure progress seamlessly.

Target Align helps SMEs adopt best practice OKR to achieve their critical milestones. Our OKR software and training services help companies scale up quickly to meet or exceed their business objectives.

If you’re interested in learning more about OKRs, sign up for Target Align’s video course. For more resources, check out our OKR 101 material.

FAQs

Q1: How long does it take to see the benefits of implementing OKRs for SMEs?

While some improvements can be observed within the first quarter, it typically takes 6 to 9 months (2-3 OKR cycles) to fully integrate OKRs and witness substantial benefits.

Q2: Can OKRs be adjusted mid-cycle?

Yes, flexibility is essential. If certain objectives become irrelevant due to market changes, it’s advisable to adjust OKRs accordingly.

Q3: How do OKRs differ from traditional goal-setting methods?

Unlike traditional methods, OKRs are transparent, align individual goals with company objectives, and are regularly reviewed, fostering agility and focus.

References:

https://gfoundry.com/real-world-okr-examples-across-different-industries/

https://okrinternational.com/which-companies-use-okrs-to-grow/?srsltid=AfmBOoopagenuILlSvvil1f3NOcGt4EuIKJjFDapY2k0c8jp7UaSR7Ex

https://upraise.io/blog/how-okrs-work-for-large-scale-organizations/

https://www.synergita.com/blog/okr-management-software/why-global-companies-are-adopting-okrs/#:~:text=The%20answer%20is%20clear%3A%20OKRs,working%20towards%20the%20same%20vision.