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Transforming Strategy and Planning into OKRs with AI in Rhythms

A guide to creating OKRs from strategy and planning documents in Rhythms

Updated over 7 months ago

Introduction

Rhythms’ generative AI features transform strategy and planning documents into actionable objectives and key results (OKRs), aligning your team with company goals. Rhythms leverages past objectives, key results, and performance data from previous quarters or years to suggest tailored OKRs for upcoming periods ensuring they fit your company’s unique context, and uses best practices to craft objectives that are ambitious and clear, and key results that are measurable and focused.

This guide shows how to generate OKRs from strategy and vision documents, helping your team focus on the right priorities and drive measurable progress.

Step 1: Start the OKR Generation Process

Click "New Objective" in the top right corner of the Rhythms home screen when you’re ready to create OKRs for a period like Q2 2025, then select "Explore with Rhythms" to begin the AI-driven generation process. This initiates Rhythms’ analysis to suggest tailored OKRs—choose "Explore with Rhythms" from the dropdown to start the generation process.

Step 2: Upload Strategy Documents

Upload your strategy and planning documents for the specific period, like Q2 2025, when you need OKRs aligned with your long-term vision. Rhythms processes the document information by analyzing key themes, goals, and priorities, combining this with your organization’s context—like past performance and current focus areas—to generate objectives that reflect your strategic direction. This ensures the suggested OKRs are both relevant and actionable—select and upload the documents via the platform to provide this strategic input.

Step 3: Review Suggested OKRs

Rhythms analyzes your documents and suggests OKRs to achieve the outlined vision when you’re ready to align team efforts. You can interact with Rhythms to customize the generated objectives, refining them to better fit your needs—such as adjusting wording or focus through the platform’s AI chat feature—ensuring they fully match your strategic direction. Review the draft objectives for relevance and actionability before proceeding.

Step 4: Review Suggested Key Results

Rhythms also suggests key results for each objective when ensuring measurable outcomes. Evaluate these KRs to confirm they support the objective effectively—assess the proposed metrics for clarity and feasibility.

Step 5: Accept or Reject Suggestions

Choose to accept or reject the suggestions when finalizing your OKRs, such as accepting the first objective for Q2 2025 to make it visible on the home screen. Reject any unsuitable suggestions to keep your goals focused—use the accept/reject options to confirm your selections.

Conclusion

You’ve now learned how to generate OKRs from strategy documents using Rhythms’ AI features. This process sets your team up for success with clear, measurable goals that drive progress effectively.

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