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Managing and Updating OKRs in Rhythms

Priorities change, and your OKRs should too. Learn how to update owners, teams, timeframes, alignment, and metrics as your organization evolves. Understand which changes to make carefully and when creating new OKRs makes more sense than editing.

Updated over 2 months ago

Why You'd Update OKRs

OKRs aren't set in stone. Priorities shift, responsibilities change, teams reorganize, and strategies evolve. You might need to update your OKRs when:

  • Team members change roles or leave the organization

  • An Objective's scope expands or contracts based on new information

  • You need to extend or shorten timeframes

  • Organizational restructuring affects team ownership

  • Strategic priorities shift mid-cycle

  • You discover alignment issues that need correction

This article covers structural changes to OKRs. For updating progress on your Key Results, see Effective Check-Ins to Track OKR Progress in Rhythms.

What You Can Change

After creating OKRs, you can update:

  • Title and Description: Refine wording or add context

  • Owner: Reassign accountability to a different person

  • Time Period: Extend or shorten timeframes

  • Team: Move OKRs to a different team (affects visibility)

  • Alignment: Change parent Objectives or Key Results (affects hierarchy)

  • Key Result Metrics: Update measurement approach (use caution with historical data)

  • Labels and Tags: Add categorization for organization

The sections below explain when and how to update each, along with what happens when you make changes.

Accessing the Edit Interface

The editing process is identical for Objectives, Key Results, and Initiatives:

  1. Navigate to your Rhythms home screen

  2. Find the OKR component you want to edit

  3. Click on it to open the detail panel

  4. Edit options appear in the panel

Changes take effect immediately when you save them.

What You Can Update

Title and Description

Refine wording for clarity or add context.

When to update:

  • Original wording is ambiguous

  • Need to add important context

  • Improving clarity for the broader team

What happens:

  • Improves understanding across the organization

  • Doesn't affect alignment or progress tracking

  • Historical references remain unchanged

Owner

Change who's accountable for the OKR when responsibilities shift or a new person is better suited to drive it forward.

When to update:

  • Team member leaves or changes roles

  • Workload needs rebalancing

  • Different person has better context or expertise

What happens:

  • New owner sees the OKR in their personal views

  • Previous owner no longer has it in their assigned work

  • Notifications and reminders go to the new owner

Time Period

Extend or shorten the timeframe for achieving the OKR.

When to update:

  • Work is taking longer than expected (extend)

  • You can achieve it earlier (shorten)

  • Aligning to new planning cycles

What happens:

  • Affects when progress tracking is expected

  • May impact related check-in schedules

  • Doesn't change historical check-in data

Team

Change which team owns the OKR when scope or audience shifts.

When to update:

  • Organizational restructuring

  • OKR better fits a different team's focus

  • Cross-functional work shifts ownership

What happens:

  • OKR visibility may change (only visible to the new team's views)

  • Team members of the previous team can no longer see it in their team view

  • New team sees it in their team view

Important: This change affects visibility immediately. If visibility is restricted, members of the previous team lose access, and members of the new team gain access.

Example: Moving an Objective from the "Spectrum Gaming" team to "Sales" means it will no longer appear in Spectrum Gaming's view. Navigate to the Sales view to see the updated Objective and confirm proper visibility.

Alignment

Change which parent Objective or Key Result this OKR connects to.

When to update:

  • Strategic priorities shift

  • Discovered better alignment opportunity

  • Correcting initial misalignment

What happens:

  • OKR appears under new parent in hierarchy views

  • Previous alignment connection is removed

  • Child OKRs (if any) remain connected to this OKR

Use caution: Changing alignment can orphan child OKRs if you're not careful. If this OKR has child Objectives beneath it, verify that all children still make sense with the new parent alignment. Refer to Introduction to OKRs for guidance on alignment patterns.

Key Result Metrics

Update the measurement approach for a Key Result.

When to update:

  • Discovered better way to measure success

  • Baseline or target was significantly off

  • Measurement approach isn't working

What happens:

  • Changes how progress is calculated going forward

  • Existing check-in data remains but may not align with new metric

  • May require updating existing check-ins to match new measurement

Warning: Significant metric changes mid-cycle can invalidate historical progress tracking. Consider whether creating a new Key Result makes more sense than editing the existing one. Minor adjustments to targets are usually fine, but changing from "Reach a Target" to "Stay Above a Limit" fundamentally changes what you're measuring.

Labels and Tags

Add categorization or metadata to help organize and filter OKRs.

When to update:

  • Need better filtering capabilities

  • Organizing by initiative, theme, or priority

  • Improving searchability

What happens:

  • Makes OKRs easier to find and filter

  • Doesn't affect alignment or ownership

Special Considerations by OKR Type

While the editing process is identical, different OKR components have unique implications:

Editing Objectives

Changing alignment impacts child Objectives: If this Objective has child Objectives beneath it, changing its parent alignment affects the entire hierarchy. Verify that all child Objectives still make sense with the new structure.

Changing teams affects visibility broadly: All child OKRs, Key Results, and Initiatives inherit the team change and become visible only to the new team.

Editing Key Results

Changing metrics affects progress tracking: Modifying how you measure a Key Result may require updating past check-ins to maintain accurate progress history.

Progress contribution can be toggled: You can control whether this Key Result contributes to its parent Objective's overall progress percentage. Guardrail Key Results (like satisfaction thresholds) often don't contribute to progress but are still necessary for success.

Editing Initiatives

Changes don't affect progress calculation: Since Initiatives typically don't count toward Objective progress, editing them has no impact on how progress is measured. You have more flexibility to adjust Initiative details without tracking implications.

When to Create New Instead of Editing

Sometimes creating a new OKR makes more sense than editing an existing one:

  • Fundamentally changing the goal: If the Objective's purpose has changed substantially, create a new Objective and close the old one. This preserves the historical record of what you originally intended.

  • Splitting one Objective into multiple: When an Objective becomes too broad, create separate Objectives for each distinct focus area rather than trying to repurpose the original.

  • Significant metric changes: If a Key Result's measurement approach changes dramatically (not just adjusting targets), create a new Key Result. This maintains clear historical tracking.

  • Major scope changes: When an OKR's scope expands or contracts significantly, creating a new one with proper alignment often creates clearer communication than editing the existing one.

Understanding the Impacts of Changes

Real-Time Updates

All changes reflect immediately across Rhythms. There's no delay or approval process. As soon as you save an edit:

  • Other users see the updated information

  • Dashboards and reports reflect the changes

  • Notifications may trigger for affected users

Visibility Changes

Changing teams affects who can see the OKR:

  • Members of the previous team lose visibility

  • Members of the new team gain visibility

  • Parent and child relationships remain but may cross team boundaries

Always verify visibility after team changes by navigating to the relevant team views.

Alignment Integrity

Breaking alignment relationships can orphan related OKRs:

  • Child Objectives lose their parent connection

  • Key Results may become disconnected from strategy

  • Progress rollup calculations may be affected

After changing alignment, review all related OKRs to ensure the hierarchy still makes sense.

Historical Data Preservation

Most edits don't affect historical data:

  • Past check-ins remain unchanged

  • Progress history is preserved

  • Activity logs maintain the record of what happened

Exception: Changing Key Result metrics may make historical check-ins less meaningful if the measurement approach changed significantly.

Verification After Editing

After making changes, verify:

The change took effect:

  • View the OKR detail panel to confirm your edits saved

  • Check that displayed information matches what you entered

Visibility is correct:

  • If you changed teams, navigate to the new team's view

  • Confirm the OKR appears where expected

  • Verify it's no longer in the old team's view (if applicable)

Alignment is valid:

  • Check hierarchy views to see parent-child relationships

  • Verify child OKRs still make sense with new alignment

  • Confirm no OKRs were unintentionally orphaned

Related OKRs are unaffected:

  • Review child Objectives to ensure they weren't disrupted

  • Check that Key Results still connect properly

  • Verify Initiatives remain associated correctly

Frequently Asked Questions

What happens when I change the team?

The OKR moves to the new team's view and disappears from the previous team's view. Visibility shifts immediately. All child OKRs, Key Results, and Initiatives move with it. Always verify the OKR appears correctly in the new team's view after making this change.

Can I change Key Result metrics mid-cycle?

Yes, but use caution. Changing how you measure a Key Result can make historical progress tracking less meaningful. If the measurement approach changes dramatically, consider creating a new Key Result instead of editing the existing one. Minor adjustments to targets are usually fine.

Should I edit an existing OKR or create a new one?

Edit when making refinements (clearer wording, adjusted targets, changed ownership). Create new when fundamentally changing the goal, splitting into multiple OKRs, or making major scope changes. Creating new preserves the historical record and communicates the change more clearly.

What if I break alignment accidentally?

You can fix it by editing the alignment field again and reconnecting to the appropriate parent. Check all child OKRs to ensure they weren't orphaned by the change. If you're unsure about proper alignment, refer to Introduction to OKRs for guidance on alignment patterns.

Do edits affect historical check-ins?

Most edits don't affect past check-ins. The historical progress data remains unchanged. The exception is changing Key Result metrics significantly, which can make past check-ins less meaningful since they were measured differently.

Can I undo changes after saving?

Rhythms doesn't have a built-in undo feature. If you make a mistake, you'll need to manually edit the OKR again to revert the change. This is why it's important to verify changes immediately after making them.

Related Articles

Understanding the framework: See Introduction to OKRs for guidance on alignment rules and OKR structure that inform editing decisions.

Creating new OKRs: See Creating OKRs and Initiatives in Rhythms for guidance on how to create new OKRs.

Tracking progress: See Effective Check-Ins to Track OKR Progress in Rhythms for updating progress, not structural changes.

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