Coda Tutorial for Planning & OKRs

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Coda Tutorial for Planning & OKRs

Coda Tutorial for Planning & OKRs

Best practices

Drive better decisions faster

Rituals for better decision making.

One thing I love about Coda is how it helps teams make better decisions. This is quite relevant for planning, as many of the hardest decisions are made during your planning process, but it is useful in many other situations as well. In this section, I want to show you some of our favourite decision making rituals in Coda.

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⭐ What you’ll get

Rituals to support and improve your team’s decision making and prioritization skills.

💼 What you’ll use

/ command shortcuts

Buttons

Reactions

Dory/Pulse template

$100 Voting template

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1. Dory/Pulse template: Faster, more inclusive, decision making.

The first ritual I’ll cover is Dory/Pulse. Coda’s Head of Product, Lane Shackleton, has a great doc on the history of presentations, why they’re broken, and his proposal for evolving to what he calls

two-way writeups⁠

. The tl;dr is that presentations rob the audience of their voice and the presenter of valuable feedback. Amazon and Google Docs made the one-way writeup popular in the early 2000s but this simply moved the conversation to the comment section on the right side of the doc. Every comment held the same weight, whether it was fixing a typo or rich feedback. There was no way of discerning one from the other.

There were three problems with one-way writeups:

You don’t know who read the doc.

The feedback is unstructured, and all appears equally important.

The most important questions get buried in long comment threads.

Enter two-way writeups, driven by Dory/Pulse.

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Dory/Pulse consists of three components:

1) Done Reading button: This simple button tells you who has finished reading through your proposal; saving you from sending out reminders and/or stalking live edit cursors in your doc.

To add a Done Reading button to your doc, type “/done reading” on the canvas.

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2) Pulse: Instead of asking people to comment, Pulse asks readers for their sentiment—how they feel—about the writeup.

To add Pulse to your doc, type “/Pulse” on the canvas.

When everyone has added in their sentiment, flip the toggle to show everyone’s feedback.

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3) Dory: Dory pushes the most important questions—the ones that answer other downstream questions—to the top by crowdsourcing votes, so that you make sure you’re addressing the most important questions before anything else.

To add Dory to your doc, type “/Dory question table” on the canvas.

You and your team can then upvote and downvote questions on your mind.

Take notes in the canvas column under Notes when a question is being addressed.

And when a question has been answered, mark the Done checkbox.

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Instead of adding each of these three components individually to your OKR writeup, we’ve simplified it for you. To add all three into your doc, type “/Dory and Pulse” on the canvas.

You can even integrate Coda AI into your Dory/Pulse to save yourself time from going through all of the feedback and sentiment. To add Dory/Pulse + Coda AI to your doc, type “/Dory and Pulse with AI” on the canvas.

2. Add reactions to get quick feedback mid-writeup.

Sometimes you don’t want to wait until the end of the doc to get feedback. In these instances, you can use reactions to get a quick pulse check from your teammates. Here are a few examples. Try asking...

How are we feeling about this section so far?

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Which option do you prefer?

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Is this a good estimate? Is it too high or too low? Let us know.

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So how do we do this?

In the canvas, type “/reaction”

The reaction will default to a thumbs up

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but you can change the icon by selecting one of the presets or adding your own, custom icon.

You can also change the size of the reaction and select whether you want to show the result, such as displaying the number of selects, the reactor’s profile picture, or simply nothing.

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3. $100 voting template: Improve prioritization during top-down planning.

The last recommended ritual, especially for quarterly planning, is the $100 voting exercise. This is another Coda ritual brought by our Head of Product. It’s most useful when you have a big decision to make. As Lane frames it, most priority exercises are one dimensional (e.g. “vote on your top three priorities”), but many situations aren’t as straightforward. Most call for an in-depth understanding of how people on your team feel about the options.

What I like about the $100 voting exercise is the addition of weight as a second dimension. At the end, you have a ranked list of the priorities and how much each team favors the top ideas over others.

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This is an ideal exercise for quarterly planning’s top down guidance. You have more ideas than you can reasonably complete, and they all sound like a top priority. The $100 voting exercise helps you cut through the noise.

We’ve made this easy to set up in Coda through templates.

In the canvas, type “/100-dollar voting exercise”

Before you clear the sample data, play around with the template to get the hang of it. First, click Join the game. Now you have $100 to spend on the options in step two.

Allocate your “cash” by clicking the reactions in the column, applying more money to the ideas you have the most conviction around.

Once everyone is done spending their dollars, expand the Show results header by clicking the arrow.

Now, you can commence your discussion on the ranked list of ideas and their respective weight.

Want to try it out in a new doc?

Check it out here!⁠

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Now what?

Keep the learning going with

Automate the OKR process⁠

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.