Coda Tutorial for Planning & OKRs

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Coda Tutorial for Planning & OKRs

Coda Tutorial for Planning & OKRs

2. Support your planning process

2.4 Final presentation

Prepare for and run the final OKR presentation to the company.

One of the best ways we’ve found for companies to get on the same page about their plans is with a company presentation. There are a ton of ways to present your plans. In this section we show you how to use the Coda OKR document for presenting the OKRs. That way you will have single source of truth for anyone who misses the presentation (or who just need a reminder of what another team is doing!).

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⭐ What you’ll get

A page from which to present your teams’ objectives.

A single source of truth for reference about the presentation.

💼 What you’ll use

Detail view

Embeds

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1. Create a new page for team presentation of OKRs.

Create a new page and name it 4. OKR presentation. Add a view of the Teams table; name it Team presentation.

Type “/Teams” to get a view of your Teams table.

Name the your new view Team presentation by double clicking into the table title.

Let’s clean up the table a bit.

We’ll start by hiding columns in this view that we do not need.

Right click on the column header of Team Members and select Hide.

Then do the same for Notes and Key Results. Those columns are now hidden in this view.

If you have grouped your teams by department, let’s also remove that grouping for this view. Any changes like that will only affect the current view (the table on this page, but not those on the other pages).

Right click the column header of Department, and select Group → Ungroup Column.

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2. Set up your table for presentations.

Add a column and name it Presentation order. We will use a number to manually control the presentation order.

On the Team presentation table, click on “+” on the right hand side to add a column.

Double click into the column header to rename the new column to be Presentation order.

Change the Presentation order column to a Number → Number column type.

Add in your run of show presentation order starting with the smallest number for the presentation you want to start with.

Hover over the table title Team presentation so that the Sort button will appear.

Click on Sort and then + Add sort.

Select Presentation order and Ascending.

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Tip: You might want to drag the Presentation order column to the leftmost spot in the table, by clicking and holding (”grabbing”) the column header and dragging it over to the left.

3. Add the presentations.

Add a column and name it Presentation.

On the Team presentation table, click on “+” on the right hand side to add a column.

Double click into the column header to rename the new column to be Presentation.

Change the Presentation column to a Canvas column type. In this column, the teams can add their presentation. If you want to use a template for those presentations, you can repeat the steps we took in

2.1 Top-down guidance⁠

for the Objectives table but apply them to this column.

If teams want to use a slide deck or a video, they should paste the link to your slides or video.

Select display as <> Embed.

Hover over the link, then Display as → <> Embed.

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4. Add a dory to your presentation page.

Below your Team presentation table, type in “/dory”.

Select Dory question table.

Delete the information callout box above the Dory table

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Tip: A dory is a way to moderate questions during a presentation (named for the forgetful fish). It is useful to collect them right here in the planning documents and collect the answers here as well. The answers to questions asked about the final OKR presentations are often very important clarifications of the plan.

5. View your table in detail mode for better presentation.

Once your table is sorted and you have added your slides, change your table to display as detail. This will make it easier when presenting.

Click Options to the top right of your Team presentation table.

Select Detail in the side bar menu that opens on the right.

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Tip: You can hide columns and edit the layout of your detail view for better presentation.

6. Use a timer to ensure each presentation don’t run over.

Now, we all have that coworker ( ✋ → guilty) who goes over when presenting. To help mitigate that, we’ll add a timer to your presentation page. Remember, timers aren’t to take away from anyone, but to make sure everyone has an opportunity to share.

Above your Team presentation table, type in “/timer”.

Select Timer under Templates.

You can set the length of the presentation timer with the slider.

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Timer templaten above okr presentation.gif

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When it’s time to present:

Click on Start Timer to start the timer for the presentation.

Click on Stop Timer to stop and reset the timer for the next presentation.

Now what?

Your presentation doc is ready for the primetime. After your presentation it’s a good idea to get wholistic feedback in a reflection period.

2.5 Reflection⁠

covers just that.

Gallery

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.