rfm business > Business > Do You Know Why the OKR Methodology Should Come Before Software?
It usually starts with excitement. Someone hears about OKRs, maybe on a podcast or in a leadership meeting, and suddenly the room is buzzing. Growth, alignment, focus, and all good things. Then comes the question that derails everything a little too fast:
“What OKR tool should we buy?”
It feels like progress. Buying software feels decisive. But that rush is exactly where many teams slip. Instead of learning how OKRs actually work, they jump straight into dashboards and features. And honestly, that is where confusion quietly begins.
Why OKR Software Is Not the First Step
In many teams, the real struggle shows up long before a tool is involved. People are not aligned. Objectives sound like task lists. Key Results feel vague or unrealistic. No platform can magically clean that up.
Adopting OKR software too early creates more noise than clarity. You end up learning the tool instead of learning the methodology. The software becomes the focus, not the outcomes. When the foundation is shaky, even the best software documents the mess instead of solving it. Therefore, teams prefer to choose Wave Nine experts to ensure OKR software adoption.
What Goes Wrong When You Start with Software
When tools come first, a few patterns show up again and again:
- Objectives turn into long wish lists
- Key Results become activities, not outcomes
- Teams update numbers without understanding why
- Leaders assume alignment because dashboards look full
Everything looks busy. Very busy, but what about meaningful progress? That part often feels missing.
This is clearly evident in discussions about the pitfalls of the OKR tool. Teams think they are “doing OKRs” because the system is live, while the thinking behind it never really settled in.

The Power of Starting with Methodology
Starting without software feels awkward at first. There is no fancy interface. Sometimes it is just shared documents, whiteboards, or spreadsheets. It feels slower. A little messy too. But something important happens during this phase.
Teams are forced to talk. They argue, ask uncomfortable questions, clarify priorities, and they learn what a strong Objective actually sounds like and how a Key Result should feel measurable, not hopeful.
This stage builds muscle memory. Once people understand the why behind OKRs, everything else becomes easier.
When Software Finally Makes Sense
Ironically, software works best after teams struggle without it.
At that point:
- People know what they want to track
- Updates feel purposeful, not forced
- Dashboards support conversations instead of replacing them
- Adoption happens naturally, not by mandate
The tool becomes helpful instead of overwhelming. It supports alignment rather than pretending to create it.
The Real Point of OKRs
OKRs were never meant to be a tech implementation project. They are about focus. About making choices. About saying no to distractions, even good ones. Software can help. Absolutely. But only when it comes second.
Get the thinking right first. The tool will follow. And when it does, it will finally do what it was supposed to do all along: make good work visible, not just organized.
Paul Petersen









