Enterprise KPI/OKR Workflow
A complete walkthrough showing how chant drives a real business OKR from data analysis through implementation.
OKR vs KPI — What’s the difference?
- KPI (Key Performance Indicator) = An ongoing metric being tracked (e.g., churn rate, NPS score)
- OKR (Objectives and Key Results) = A time-bound goal framework targeting improvement
- Objective: Qualitative goal (“Improve customer retention”)
- Key Result: Quantitative target (“Reduce churn from 8% to 5%”)
In this guide, churn rate is the KPI being tracked. The Q1 OKR sets a target to improve that KPI.
The Scenario
Acme SaaS Corp is a B2B platform with 5,000 customers. Their Q1 OKR targets improving customer retention by reducing churn. This guide follows their team through the full workflow — from gathering data to shipping fixes to tracking results.
Team
| Role | Person | Responsibility |
|---|---|---|
| VP Product | Sarah | Sets OKRs, approves specs |
| Data Analyst | Mike | Gathers data, creates digests |
| Engineers | (managed by chant) | Implement approved changes |
Q1 OKR
Objective: Improve customer retention
Key Result: Reduce monthly churn rate from 8% to 5%
KPI tracked: Monthly customer churn rate
Baseline: 8% (December 2025)
Target: 5% by end of Q1 2026
Timeline: 4 weeks
Workflow Phases
Week 1 Week 2 Week 2 Week 3 Week 4
┌──────────┐ ┌───────────────┐ ┌──────────┐ ┌───────────┐ ┌──────────┐
│ Human │ │ Chant │ │ Human │ │ Chant │ │ Track │
│ Data │──>│ Research │──>│ Approval │──>│ Execute │──>│ Results │
│ Ingestion │ │ Phase │ │ Gate │ │ Parallel │ │ Daily │
└──────────┘ └───────────────┘ └──────────┘ └───────────┘ └──────────┘
Guide Pages
- The Business Context — Acme’s product, churn problem, and Q1 OKR
- Data Ingestion — Week 1: Human investigation and data gathering
- Research Phase — Week 2: Chant agent analyzes churn drivers
- Approval Gate — Week 2: Team reviews and approves findings
- Implementation — Week 3: Parallel execution of fixes
- Reporting — Week 4: Daily tracking and dashboards
Key Concepts Demonstrated
- Context directories for ingesting external data
- Research specs for AI-driven analysis
- Approval workflow with reject/approve cycle
- Driver specs that decompose into parallel member specs
- Activity tracking and reporting for stakeholder visibility
Prerequisites
Familiarity with core concepts, research workflows, and approval workflows.
See Also
- KPI/OKR Workflow Example — Working example demonstrating this workflow