Document Company OKRs and Goals in the Platform

Phased plan

PhaseScopeOutcome
Phase 1Document the plan and get it in the repo.This phased plan and the full Company OKRs plan are versioned (e.g. in vault); PR merged. No implementation.
Phase 2Option A implementation.Company Goals page at /internal/company-goals; API reads from GTM Review sheet (and optionally Management Operations, Notion, vault); nav added. Single source of truth remains sheets/Notion.
Phase 3Option B / Extended plan.DB-backed company objectives, OKRs, AOR; sync from sheets/Notion; platform-only fields (e.g. Linear links, status history). See Extended plan section.

Implementation work (Phases 2 and 3) is tracked in the Linear project Company Objectives in Platform: project.


Current state

  • GTM Review sheet (Google): Brainforge Objectives, BAU OKRs, Aspirational OKRs, Q2 OKRs — see original plan for structure.
  • Brainforge Management Operations (xlsx / second sheet): Separate operations workbook with GTM OKRs Q1 2026, Active OKRs Q4 2025, Q3 2025 OKRs, Q126 AOR, Sales OKRs snapshots.
  • Notion: OKRs 2025 - Objectives database, Q3 Marketing OKRs, Q4 OKR Planning, Recruiting AORs and OKRs.
  • Vault: Recruiting-AORs-and-OKRs.md – Company-Level Objectives (3), Recruiting/Operations BAU and Aspirational OKRs and AORs.
  • Platform today: No company-level goals/OKRs surface. Client-scoped weekly goals exist (weekly_goals table).

What to document (combined sources)

  1. Company objectives – From GTM Review: Brainforge Objectives + Why + Exec Focus.
  2. OKRs by period and type – From GTM Review: BAU OKRs, Aspirational OKRs, Q2 OKRs (department, objective, key results, owner, workspace link, commentary, status).
  3. Management Operations OKRs – GTM OKRs Q1 2026, Active OKRs Q4 2025 (Status, Value, Key Update, Next Step).
  4. Areas of Responsibility (AOR) – From Management Operations “Q126 AOR”: Department, AOR Description, Importance, DRI, Backup, Status.
  5. Notion: OKRs 2025 - Objectives, Q3/Q4 planning pages, Recruiting AORs and OKRs.
  6. Vault: Recruiting-AORs-and-OKRs.md – Company-Level Objectives, Recruiting and Operations OKRs and AORs.

Where in the platform

  • New internal page: Company Goals at /internal/company-goals (or /internal/okrs), linked from Internal hub and Sidebar.
  • Sections: Company objectives; OKRs by period (Q1 2026, Q2 2026); AOR; optional Past OKRs (2025); links to “Edit in Sheet” and Notion.

Data approach

  • Option A (for initial implementation): Read from Google Sheets (and Notion/vault as needed). Single source of truth stays in sheets/Notion; platform reads on load or manual refresh. No DB for company goals yet.
  • Option B (preferred eventually, not implementing now): Store in DB (company_objectives, company_okrs, company_aor); “Refresh from sheet” or sync; platform-only fields (Linear links, status history). Captured in Extended plan below.

Extended plan for company objectives (future, not now)

  • Option B data model – Supabase (internal) tables; sync from GTM Review, Management Operations, Notion; “Refresh from sheet” or scheduled job.
  • Platform-only fields – Link OKRs to Linear initiatives; weekly status history for bonus/retro; last synced and sync logs.
  • Other extensions – Status updates in platform; API for agents/skills; export for board; Past OKRs archive. Deferred until Option B or explicit ask.

Implementation outline (Phase 2 / 3)

  1. Decide where Management Operations lives (xlsx import vs Google Sheet).
  2. Define exact ranges for GTM Review and Management Operations.
  3. Backend: GET /api/brainforge/company-goals returning structured JSON from sheets/Notion/vault (Phase 2); or from DB after sync (Phase 3).
  4. Frontend: Company Goals page; fetch from API; render objectives, OKRs, AOR; link to sources.
  5. Navigation: Add to Internal tools list and Sidebar.
  6. Operating decks: Align with Company Goals when Q2 is live.

Summary

  • Sources: GTM Review sheet, Brainforge Management Operations, Notion, Vault (Recruiting-AORs-and-OKRs.md).
  • Place: Internal page Company Goals at /internal/company-goals.
  • Data: Option A first (read from Sheets/Notion). Option B (DB + sync) preferred long-term; see Extended plan.
  • Linear: Phases 2 and 3 tracked in project Company Objectives in Platform (Platform team).