LGP

An OKR tracker the executive actually opens

  • Local Government
  • Weekly report writes itself

Local Government Procurement tracked objectives in a spreadsheet one person owned, and assembled the weekly executive pack by hand. TechRam built an OKR tracker on SharePoint lists where owners update their own progress, and the executive report now builds itself from live data every week.

The OKR Tracker dashboard: organisation objectives, progress against each, and the key results at risk or off track

Weekly

report writes itself

The organisation

Local Government Procurement is a procurement organisation of around 60 staff serving NSW councils. It has run OKRs for three years on a sound three-tier model linking individual, team and organisational goals.

Setting the goals was never the problem.

Where it started

The OKRs lived in a multi-tab Excel spreadsheet. No automation and no live view of progress. Directors updated the same goal separately at three levels, and a cross-functional cascade meant the same number was maintained in more than one place.

LGP had already bought and abandoned two off-the-shelf SaaS tools for the job. Both lost to adoption friction. Then Microsoft retired Viva Goals in December 2025, and the last option inside the Microsoft product line went with it.

What we built

An OKR tracker inside LGP’s existing Microsoft 365 tenant. The backend is SharePoint lists, Power Automate runs the reminder cycles, and Entra handles access — so anyone who joins LGP gets the tracker automatically. No new licences and no subscription.

The design follows how LGP actually works rather than how OKR software assumes people work. Progress rolls up through objectives only. Status is self-reported — on track, at risk, off track — rather than derived from metrics nobody trusts.

  • Three-tier structure with lifecycle statuses for multi-year and rolling objectives
  • A check-in engine with configurable frequency anchored to start dates, stale flags and self-reported status
  • Real-time roll-ups, so key result progress aggregates to its objective automatically
  • Dashboards for My OKRs, My Team, and an executive view filterable by department and status
  • Automated weekly reminders plus a manual manager nudge, a full change log, and lock-down of approved OKRs
  • Entra-synced access, and a user guide embedded in the app itself

Where it went

Prototype approval to organisation-wide soft launch took under a month. Hypercare closed with no unresolved issues, and the CEO self-onboarded from the embedded guide without asking a question.

Reporting now sits with LGP’s own data lead, running Power BI directly against the SharePoint lists. One build cost rather than a per-seat subscription, and a running cost of a few dollars a month on Azure.

This project solved a challenge we had been trying to address for several years. The OKR Tracker has given us a simple and sustainable way to connect individual, team and organisational goals, while improving visibility, accountability and reporting across the business. Because the solution was built around how we work and integrated into our existing Microsoft environment, adoption was strong from day one.

Michelle Despas Director of People & Culture, Local Government Procurement — LGP

Common questions

01. How long did it take to launch?

Prototype approval to organisation-wide soft launch took under a month. Hypercare closed with no unresolved issues, and the CEO self-onboarded from the embedded guide without asking a question.

02. Why did the off-the-shelf tools not work?

LGP had already bought and abandoned two SaaS tools for the job, and both lost to adoption friction. Then Microsoft retired Viva Goals in December 2025, and the last option inside the Microsoft product line went with it.

03. Who maintains it now?

LGP. Reporting sits with their own data lead, running Power BI directly against the SharePoint lists, and access is Entra-synced so anyone who joins gets the tracker automatically. The user guide is embedded in the app itself.

04. What does it cost to keep running?

One build rather than a per-seat subscription, no new licences, and a running cost of a few dollars a month on Azure.

Updated

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